Defined Benefit (Pension) · DOL Form 5500 · 2024

Dorsey & Whitney LLP Pension Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
217
Participants Below avg headcount
89th
Percentile by assets National rank
$387,170
Avg per participant High balance/head
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Official DOL plan name: Dorsey & Whitney LLP Cash Balance Plan · Sponsored by Dorsey & Whitney LLP · Minnesota · Professional & Technical Services

$84M in assets, 217 participants

Dorsey & Whitney LLP's Dorsey & Whitney LLP Cash Balance Plan reported $84M in total assets and 217 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,195 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Dorsey & Whitney LLP Cash Balance Plan covers 217 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $84M.

#18,195
in Professional & Technical Services (20,173 peers)
-1.0%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $853K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dorsey & Whitney LLP Cash Balance Plan's outsized position by total assets

Dorsey & Whitney LLP Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$84,015,874 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Dorsey & Whitney LLP Cash Balance Plan 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. Dorsey & Whitney LLP Cash Balance Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dorsey & Whitney LLP Cash Balance Plan reported net income fell from $19M in the plan year 2023 filing to -$853K in the plan year 2024 filing.
  • Dorsey & Whitney LLP Cash Balance Plan reported participants rose from 204 in the plan year 2023 filing to 217 in the plan year 2024 filing.
  • Dorsey & Whitney LLP Cash Balance Plan end-of-year assets fell from $85M in the plan year 2023 filing to $84M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 410223337 · Dorsey & Whitney LLP PY 2024 · Defined Benefit (Pension)

Dorsey & Whitney LLP Cash Balance Plan · $84M · 217 · 89th

  • EBSA $84M
  • PART 217
  • TYPE 89th
  • NET Defined Benefit (Pension)
  • BOOK near Local 670 Pension Plan
  • VS-ST ind #18195

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Dorsey & Whitney LLP Cash Balance Plan in the asset neighbourhood

The Memorial Hospital Defined Benefit Pension Plan and TrustThe Memorial Hospital Define…$84MDuane Morris Employees' Pension PlanDuane Morris Employees' Pens…$84MDorsey & Whitney LLP Cash Balance PlanDorsey & Whitney LLP Cash Ba…$84MLocal 670 Pension Plan$84MPxd Retirement Plan for Bargaining Unit Members of the PguPxd Retirement Plan for Barg…$84M
End-of-year total assets ($M) among Dorsey & Whitney LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$84M
Net Income-$853K
Employer EIN410223337
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dorsey & Whitney LLP)

Sponsor-wide plan assets over time

All Dorsey & Whitney LLP plans reported in each filing year

Latest sponsor-wide plan assets
$778M 23.792283869835742% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $628M $778M ▲ +23.8%
Year Plans Participants Total Assets
2022 3 1,268 $628M
2023 3 1,300 $723M
2024 3 1,343 $778M

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Dorsey & Whitney LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Dorsey & Whitney LLP Cash Balance Plan, Total assets ($B): 0.084015874 · Participants: 217Dorsey & Whitney LLP Cash Balance PlanMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension Plan
Dorsey & Whitney LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Dorsey & Whitney LLP Cash Balance Plan side-by-side with 3 peers →

Dorsey & Whitney LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Local 670 Pension Plan in NY ($84M); by covered participants it is Schindler Elevator Corporation Retirement Plan in NJ (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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.

Frequently Asked Questions

How did Dorsey & Whitney LLP Cash Balance Plan assets move in 2024? ▼
Dorsey & Whitney LLP Cash Balance Plan edged down modestly - down 1.0% during 2024, from $85M to $84M. Reported net income was -$853K.
How have Dorsey & Whitney LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dorsey & Whitney LLP's sponsor-wide assets grew 23.8%, from $628M to $778M.
Where does Dorsey & Whitney LLP Cash Balance Plan rank by assets among Form 5500 filers? ▼
Dorsey & Whitney LLP Cash Balance Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Dorsey & Whitney LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 670 Pension Plan in NY ($84M, 1,313 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dorsey & Whitney LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Schindler Elevator Corporation Retirement Plan in NJ (217 participants, $109M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410223337.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.