Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund Pension Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 1,668
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $81,308
- Avg per participant Below avg balance/head
Official DOL plan name: Northern Mn-Wi Area Retail Clerks Pension Fund · Sponsored by Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund · Minnesota · Retail Trade
$136M in assets, 1,668 participants
Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund's Northern Mn-Wi Area Retail Clerks Pension Fund reported $136M in total assets and 1,668 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,702 in Retail Trade (8,048 peers)
Where Northern Mn-Wi Area Retail Clerks Pension Fund sits by assets
Northern Mn-Wi Area Retail Clerks Pension Fund sits in the top 10% of all filed plans by assets, $136M for 1,668 participants (~$81,308/participant), up 3.9% in 2024.
- #7,702
- in Retail Trade (8,048 peers)
- +3.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Northern Mn-Wi Area Retail Clerks Pension Fund's outsized position by total assets
Northern Mn-Wi Area Retail Clerks Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$135,621,893 Top 8% higher than 92% 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
Northern Mn-Wi Area Retail Clerks Pension Fund'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. Northern Mn-Wi Area Retail Clerks Pension Fund lands in the large band (1,668 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northern Mn-Wi Area Retail Clerks Pension Fund reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Northern Mn-Wi Area Retail Clerks Pension Fund end-of-year assets rose from $131M in the plan year 2023 filing to $136M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 416055635 · Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund PY 2024 · Defined Benefit (Pension)
Northern Mn-Wi Area Retail Clerks Pension Fund · $136M · 1,668 · 92nd
- RANK $136M
- PHOTO 1,668
- IND 92nd
- EOY Defined Benefit (Pension)
- 5500 near Dairy Industry - Union Pension Plan for Philadelphia and Vicinity
- ASSETS ind #7702
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 Retail Trade retirement plans → · Plans in Minnesota →
Northern Mn-Wi Area Retail Clerks Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | $5M |
| Employer EIN | 416055635 |
| Plan Effective Date | 1966-04-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 12.45087608266349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,717 | $121M |
| 2023 | 1 | 1,662 | $131M |
| 2024 | 1 | 1,668 | $136M |
Nearby Defined Benefit (Pension) Plans in Minnesota
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Mayo Pension Plan $11.8B · 71,743
- 3M Employee Retirement Income Plan $8.9B · 9,132
- Wells Fargo & Company Cash Balance Plan $8.3B · 46,875
- U.S. Bank Pension Plan $4.4B · 62,822
- The Travelers Pension Plan $4.2B · 27,237
Northern Mn-Wi Area Retail Clerks Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Dairy Industry - Union Pension Plan for Philadelphia and Vicinity in NJ ($136M); by covered participants it is National Grid USA Companies Final Average Pay Pension Plan in NY (1,668 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Dairy Industry - Union Pension Plan for Philadelphia and Vicinity (NJ) $136M · 350
- Seaboard Corporation Pension Plan (KS) $136M · 351
- Care New England Pension Plan (RI) $136M · 1,668
- Atlanta Ironworkers Local #387 Pension Plan (TN) $136M · 723
Similar participant headcount
Nearest other-state filings by covered participants (1,668 participants); asset peers above are excluded.
- National Grid USA Companies Final Average Pay Pension Plan (NY) 1,668 · 0 off
- Community Hospital of the Monterey Peninsula Cash Balance Plan (CA) 1,670 · 2 off
- Sheet Metal Workers Local Union No. 17 Supplemental Pension Plan (MA) 1,671 · 3 off
- Texas Iron Workers' Pension Plan (TX) 1,661 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.