Other · DOL Form 5500 · 2024
Nuway Alliance Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 341
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $36,428
- Avg per participant Low balance/head
Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance · Sponsored by Nuway Alliance · Minnesota · Healthcare & Social Assistance
$12M in assets, 341 participants
Nuway Alliance's Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance reported $12M in total assets and 341 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #11,114 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance covers 341 participants in Minnesota, about 30% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.
- #11,114
- in Healthcare & Social Assistance (16,916 peers)
- +23.9%
- assets growth YoY
Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance's mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,422,029 Top 40% higher than 60% 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
Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance 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. Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance sits mid-pack in the medium band (341 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance reported participants fell from 375 in the plan year 2023 filing to 341 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 842633989 · Nuway Alliance PY 2024 · Other
Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance · $12M · 341 · 60th
- BOY $12M
- SCH 341
- EBSA 60th
- PART Other
- TYPE near Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan
- NET ind #11114
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 →
Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 842633989 |
| Plan Effective Date | 2012-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nuway Alliance)
Sponsor-wide plan assets over time
All Nuway Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 79.05297026591798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $7M |
| 2023 | 1 | 375 | $10M |
| 2024 | 1 | 341 | $12M |
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
Safe-Harbor 403(b) Thrift Plan for Employees of Nuway Alliance's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan in VA ($12M); by covered participants it is Mount St. Joseph University Defined Contribution Plan in OH (341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (341 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.