Other · DOL Form 5500 · 2024
ACCORD Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 468
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $19,345
- Avg per participant Low balance/head
Official DOL plan name: Accord 403(b) · Sponsored by ACCORD · Minnesota · Healthcare & Social Assistance
$9M in assets, 468 participants
ACCORD's Accord 403(b) reported $9M in total assets and 468 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #9,956 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Accord 403(b) covers 468 participants in Minnesota, about 42% of the average Minnesota filer (state average ~1,126 per filing). Assets: $9M.
- #9,956
- in Healthcare & Social Assistance (16,916 peers)
- -18.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Accord 403(b)'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Accord 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,053,266 Top 46% higher than 54% 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
Accord 403(b) 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. Accord 403(b) sits mid-pack in the medium band (468 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Accord 403(b) reported net income fell from $889K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Accord 403(b) end-of-year assets fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Accord 403(b) reported participants rose from 435 in the plan year 2023 filing to 468 in the plan year 2024 filing.
DOL schedule card
Filing strip 410972546 · ACCORD PY 2024 · Other
Accord 403(b) · $9M · 468 · 54th
- PHOTO $9M
- IND 468
- EOY 54th
- 5500 Other
- ASSETS near California State University Dominguez Hills Foundation 403(b) DC Plan
- PCT ind #9956
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 →
Accord 403(b) in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 410972546 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ACCORD)
Sponsor-wide plan assets over time
All ACCORD plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 11.038506725027936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 194 | $10M |
| 2023 | 1 | 435 | $11M |
| 2024 | 1 | 468 | $9M |
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
Accord 403(b)'s out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is California State University Dominguez Hills Foundation 403(b) DC Plan in CA ($9M); by covered participants it is Upper Iowa University 403(b) Retirement Plan in IA (468 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- California State University Dominguez Hills Foundation 403(b) DC Plan (CA) $9M · 129
- Villa Maria College of Buffalo Retirement Plan (NY) $9M · 80
- Employee Benefit Plan of Cambria Residential Servi Cambria Residential Services Inc (PA) $9M · 132
- The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan (NY) $9M · 110
Similar participant headcount
Nearest other-state filings by covered participants (468 participants); asset peers above are excluded.
- Upper Iowa University 403(b) Retirement Plan (IA) 468 · 0 off
- Alliance for Nonprofit Resources 403(b) Plan (PA) 468 · 0 off
- Harvey Mudd College Academic Retirement Plan (CA) 468 · 0 off
- Hhi Retirement Savings Plan (MI) 468 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.