Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund Pension Plan
Data updated 2026-08-11
- $136M
- Total assets
- 1,668
- Participants
- 92nd
- Percentile by assets
- $81,308
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $136M
- total plan assets (2024 EOY)
- 1,668
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $81,308
- avg assets per participant
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.
Northern Mn-Wi Area Retail Clerks Pension Fund vs the 2024 asset distribution
By assets, Northern Mn-Wi Area Retail Clerks Pension Fund outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Northern Mn-Wi Area Retail Clerks Pension Fund vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Northern Mn-Wi Area Retail Clerks Pension Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Northern Mn-Wi Area Retail Clerks Pension Fund assets move in 2024? ▼
How have Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund plan assets changed over time? ▼
Where does Northern Mn-Wi Area Retail Clerks Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Northern Mn-Wi Area Retail Clerks Pension Fund? ▼
Next read for Northern Mn-Wi Area Retail Clerks Pensio…
Scale reading
Ways to act on Northern Mn-Wi Area Retail Clerks Pension Fund's numbers.
- By total assets, Northern Mn-Wi Area Retail Clerks Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Minnesota. Compare plans
- Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund's sponsor-wide assets have grown 12.5% since 2022 across 3 plan years on file. More Retail Trade plans