Defined Benefit (Pension) · DOL Form 5500 · 2024

Education Minnesota Pension Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
161
Participants Small participant base
92nd
Percentile by assets National rank
$803,522
Avg per participant High balance/head
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Official DOL plan name: Education Minnesota Employees Pension Plan · Sponsored by Education Minnesota · Minnesota · Educational Services

$129M in assets, 161 participants

Education Minnesota's Education Minnesota Employees Pension Plan reported $129M in total assets and 161 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.

  • #3,142 in Educational Services (3,638 peers)

Coverage in Minnesota

Education Minnesota Employees Pension Plan covers 161 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $129M.

#3,142
in Educational Services (3,638 peers)
+6.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Education Minnesota Employees Pension Plan's outsized position by total assets

Education Minnesota Employees Pension Plan vs every filed plan by assets

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

$129,366,976 Top 8% higher than 92% 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

Education Minnesota Employees Pension 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. Education Minnesota Employees Pension Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Education Minnesota Employees Pension Plan reported net income fell from $15M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Education Minnesota Employees Pension Plan end-of-year assets rose from $122M in the plan year 2023 filing to $129M in the plan year 2024 filing.
  • Education Minnesota Employees Pension Plan reported participants rose from 156 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411916882 · Education Minnesota PY 2024 · Defined Benefit (Pension)

Education Minnesota Employees Pension Plan · $129M · 161 · 92nd

  • ASSETS $129M
  • ASSETS 161
  • ASSETS 92nd
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Materion Corporation Pension Plan
  • ASSETS ind #3142

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 Educational Services retirement plans → · Plans in Minnesota →

Education Minnesota Employees Pension Plan in the asset neighbourhood

Bricklayers Union Local No 1 of Missouri Pension PBricklayers Union Local No 1…$130MRetirement Income Plan for Employees of Edison Electric InstituteRetirement Income Plan for E…$130MEducation Minnesota Employees Pension PlanEducation Minnesota Employee…$129MMaterion Corporation Pension PlanMaterion Corporation Pension…$129MHawkeye Pension Plan$129M
End-of-year total assets ($M) among Education Minnesota Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$129M
Net Income$7M
Employer EIN411916882
Plan Effective Date1962-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Education Minnesota)

Sponsor-wide plan assets over time

All Education Minnesota plans reported in each filing year

Latest sponsor-wide plan assets
$170M 19.658100969805684% vs 2022
2024 filing year
$130M$140M$150M$160M$170M$180M 202220232024 $142M $170M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 336 $142M
2023 2 315 $162M
2024 2 329 $170M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Education Minnesota Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Education Minnesota Employees Pension Plan, Total assets ($B): 0.129366976 · Participants: 161Education Minnesota Employees Pension 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
Education Minnesota Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Education Minnesota Employees Pension Plan side-by-side with 3 peers →

Education Minnesota Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Materion Corporation Pension Plan in OH ($129M); by covered participants it is Texas Gas Retirement Plan in KY (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($129M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Education Minnesota Employees Pension Plan assets move in 2024? ▼
Education Minnesota Employees Pension Plan grew at a solid clip - up 6.1% during 2024, from $122M to $129M. Reported net income was $7M.
How have Education Minnesota plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Education Minnesota's sponsor-wide assets grew 19.7%, from $142M to $170M.
Where does Education Minnesota Employees Pension Plan rank by assets among Form 5500 filers? ▼
Education Minnesota Employees Pension Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Education Minnesota Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Materion Corporation Pension Plan in OH ($129M, 503 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Education Minnesota Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Texas Gas Retirement Plan in KY (161 participants, $87M 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 411916882.

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.