401(k) · DOL Form 5500 · 2024

Board of Trustees, Midwest Teamsters Member 401(k) 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
3,170
Participants Above avg headcount
91st
Percentile by assets National rank
$36,805
Avg per participant Low balance/head
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Official DOL plan name: Midwest Teamsters Member 401(k) Plan · Sponsored by Board of Trustees, Midwest Teamsters Member 401(k) · Minnesota · Finance & Insurance

$117M in assets, 3,170 participants

Board of Trustees, Midwest Teamsters Member 401(k)'s Midwest Teamsters Member 401(k) Plan reported $117M in total assets and 3,170 participants in its 2024 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,414 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Midwest Teamsters Member 401(k) Plan covers 3,170 participants in Minnesota, 2.8x the typical Minnesota plan (state average ~1,126 per filing). Assets: $117M.

#7,414
in Finance & Insurance (8,549 peers)
+9.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Midwest Teamsters Member 401(k) Plan's outsized position by total assets

Midwest Teamsters Member 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$116,672,471 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Midwest Teamsters Member 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Midwest Teamsters Member 401(k) Plan lands in the large band (3,170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Midwest Teamsters Member 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Midwest Teamsters Member 401(k) Plan reported participants rose from 2,765 in the plan year 2023 filing to 3,170 in the plan year 2024 filing.
  • Midwest Teamsters Member 401(k) Plan end-of-year assets rose from $107M in the plan year 2023 filing to $117M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 410945362 · Board of Trustees, Midwest Teamsters Member 401(k) PY 2024 · 401(k)

Midwest Teamsters Member 401(k) Plan · $117M · 3,170 · 91st

  • IND $117M
  • IND 3,170
  • IND 91st
  • IND 401(k)
  • IND near Sunkist Match Plus Savings Plan
  • IND ind #7414

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Minnesota →

Midwest Teamsters Member 401(k) Plan in the asset neighbourhood

Stockman Financial Corp 401 (K) PlanStockman Financial Corp 401 …$117MMidwest Teamsters Member 401(k) PlanMidwest Teamsters Member 401…$117MSunkist Match Plus Savings PlanSunkist Match Plus Savings P…$117MM3 Retirement Savings Plan$117MFred Beans Automotive Group 401(k) PlanFred Beans Automotive Group …$117M
End-of-year total assets ($M) among Midwest Teamsters Member 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$117M
Net Income$10M
Employer EIN410945362
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Midwest Teamsters Member 401(k))

Sponsor-wide plan assets over time

All Board of Trustees, Midwest Teamsters Member 401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$117M 23.191016459785217% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $94.7M $117M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 2,765 $95M
2023 1 2,765 $107M
2024 1 3,170 $117M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Midwest Teamsters Member 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Midwest Teamsters Member 401(k) Plan, Total assets ($B): 0.116672471 · Participants: 3170Midwest Teamsters Member 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Midwest Teamsters Member 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Midwest Teamsters Member 401(k) Plan side-by-side with 3 peers →

Midwest Teamsters Member 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Sunkist Match Plus Savings Plan in CA ($117M); by covered participants it is Nice Systems, Inc. 401(k) Plan in NJ (3,172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($117M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,170 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Midwest Teamsters Member 401(k) Plan assets move in 2024? ▼
Midwest Teamsters Member 401(k) Plan grew at a solid clip - up 9.4% during 2024, from $107M to $117M. Reported net income was $10M.
How have Board of Trustees, Midwest Teamsters Member 401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Midwest Teamsters Member 401(k)'s sponsor-wide assets grew 23.2%, from $95M to $117M.
Where does Midwest Teamsters Member 401(k) Plan rank by assets among Form 5500 filers? ▼
Midwest Teamsters Member 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Midwest Teamsters Member 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunkist Match Plus Savings Plan in CA ($117M, 484 participants).
Which 401(k) plans cover a similar participant headcount to Midwest Teamsters Member 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nice Systems, Inc. 401(k) Plan in NJ (3,172 participants, $545M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410945362.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.