Other · DOL Form 5500 · 2024

Arrowhead Economic Opportunity Agency, Incorporated Retirement Plan

Data updated 2026-08-11

$19M
Total assets
443
Participants
69th
Percentile by assets
$42,704
Avg per participant
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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.

  • 69th percentile by assets (of 123,622 plans)
  • #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.

$19M
total plan assets (2024 EOY)
443
covered participants
69th
percentile by assets (of 123,622 plans)
$42,704
avg assets per participant

Where 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated reports 443 participants - about 39% of that state average ($19M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN416052144
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arrowhead Economic Opportunity Agency, Incorporated)

$15M$16M$17M$18M$19M$20M 202220232024 $15.9M $18.9M ▲ +19.0%
Total plan assets by year, all Arrowhead Economic Opportunity Agency, Incorporated plans on file
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.

403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated vs. nearby Other plans in Minnesota, assets vs. participants

403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan f…Mayo 403(b) PlanChildrens Hospitals …Centracare Health Sy…Carpenters & Joiners…University of St. Th…
403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated vs. nearby Other plans in Minnesota, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated by total assets, not by location.

Frequently Asked Questions

How did 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated assets move in 2024?
403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated grew at a solid clip - up 10.1% during 2024, from $17M to $19M. Reported net income was $2M.
How have Arrowhead Economic Opportunity Agency, Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Arrowhead Economic Opportunity Agency, Incorporated's sponsor-wide assets grew 19.0%, from $16M to $19M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated?
Among Other plans in other states, the closest by assets is The Alfred & Adele Davis Academy, Inc. DC Plan in GA ($19M, 89 participants).

Next read for 403(b) Thrift Plan for Employees of Arro…

Filing takeaways

Ways to act on 403(b) Thrift Plan for Employees of Arrowhead Economic Opportunity Agency, Incorporated's numbers.