Other · DOL Form 5500 · 2024
Guthrie Theater Foundation Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 614
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $44,180
- Avg per participant Low balance/head
Official DOL plan name: Guthrie Theater Foundation 403(b) Retirement Plan · Sponsored by Guthrie Theater Foundation · Minnesota · Other Services
$27M in assets, 614 participants
Guthrie Theater Foundation's Guthrie Theater Foundation 403(b) Retirement Plan reported $27M in total assets and 614 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #6,746 in Other Services (7,719 peers)
Where Guthrie Theater Foundation 403(b) Retirement Plan sits by assets
Guthrie Theater Foundation 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 614 participants (~$44,180/participant), down 12.8% in 2024.
- #6,746
- in Other Services (7,719 peers)
- -12.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Guthrie Theater Foundation 403(b) Retirement Plan's outsized position by total assets
Guthrie Theater Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,126,301 Top 24% higher than 76% 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
Guthrie Theater Foundation 403(b) Retirement 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. Guthrie Theater Foundation 403(b) Retirement Plan sits mid-pack in the medium band (614 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Guthrie Theater Foundation 403(b) Retirement Plan reported participants rose from 143 in the plan year 2023 filing to 614 in the plan year 2024 filing.
- Guthrie Theater Foundation 403(b) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Guthrie Theater Foundation 403(b) Retirement Plan end-of-year assets fell from $31M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410854160 · Guthrie Theater Foundation PY 2024 · Other
Guthrie Theater Foundation 403(b) Retirement Plan · $27M · 614 · 76th
- SCH $27M
- EBSA 614
- PART 76th
- TYPE Other
- NET near Silicon Valley Community Foundation 403(b) Retirement Plan
- BOOK ind #6746
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 Other Services retirement plans → · Plans in Minnesota →
Guthrie Theater Foundation 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$4M |
| Employer EIN | 410854160 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Guthrie Theater Foundation)
Sponsor-wide plan assets over time
All Guthrie Theater Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 0.24770805926678077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $27M |
| 2023 | 1 | 143 | $31M |
| 2024 | 1 | 614 | $27M |
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
Guthrie Theater Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Silicon Valley Community Foundation 403(b) Retirement Plan in CA ($27M); by covered participants it is Episcopal Retirement Services Staff Retirement Plan in OH (614 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (614 participants); asset peers above are excluded.
- Episcopal Retirement Services Staff Retirement Plan (OH) 614 · 0 off
- 403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc. (WI) 614 · 0 off
- Valley-Wide Health Systems, Inc. 403(b) Plan (CO) 613 · 1 off
- Careconnect Health 403(b) Tax-Deferred Annuity Plan (GA) 613 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.