Other · DOL Form 5500 · 2024
Arrowhead Economic Opportunity Agency, Incorporated Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 443
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $42,704
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated · Sponsored by Arrowhead Economic Opportunity Agency, Incorporated · Minnesota · Healthcare & Social Assistance
$19M in assets, 443 participants
Arrowhead Economic Opportunity Agency, Incorporated's 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated reported $19M in total assets and 443 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #12,504 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated covers 443 participants in Minnesota, about 39% of the average Minnesota filer (state average ~1,126 per filing). Assets: $19M.
- #12,504
- in Healthcare & Social Assistance (16,916 peers)
- +10.1%
- assets growth YoY
403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated's outsized position by total assets
403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,918,086 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated sits mid-pack in the medium band (443 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated reported participants rose from 340 in the plan year 2023 filing to 443 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
DOL schedule card
Filing strip 416052144 · Arrowhead Economic Opportunity Agency, Incorporated PY 2024 · Other
403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated · $19M · 443 · 69th
- TYPE $19M
- NET 443
- BOOK 69th
- VS-ST Other
- BOY near The Alfred & Adele Davis Academy, Inc. DC Plan
- SCH ind #12504
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 416052144 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arrowhead Economic Opportunity Agency, Incorporated)
Sponsor-wide plan assets over time
All Arrowhead Economic Opportunity Agency, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 18.974018212538905% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $16M |
| 2023 | 1 | 340 | $17M |
| 2024 | 1 | 443 | $19M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is The Alfred & Adele Davis Academy, Inc. DC Plan in GA ($19M); by covered participants it is Whitney Museum of American Art 403(b) Retirement Plan in NY (443 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (443 participants); asset peers above are excluded.
- Whitney Museum of American Art 403(b) Retirement Plan (NY) 443 · 0 off
- Bonner General Hospital 403(b) Plan (ID) 442 · 1 off
- NECA-IBEW Local Union 1701 Pension Benefit Trust Fund (MI) 442 · 1 off
- Ccc Retirement Savings Plan (MO) 444 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.