401(k) · DOL Form 5500 · 2024

Education Minnesota 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
168
Participants Small participant base
82nd
Percentile by assets National rank
$242,698
Avg per participant Above avg balance/head
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Official DOL plan name: Education Minnesota Employee's Savings and Retirement Plan · Sponsored by Education Minnesota · Minnesota · Other Services

$41M in assets, 168 participants

Education Minnesota's Education Minnesota Employee's Savings and Retirement Plan reported $41M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,046 in Other Services (7,719 peers)

Coverage in Minnesota

Education Minnesota Employee's Savings and Retirement Plan covers 168 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $41M.

#7,046
in Other Services (7,719 peers)
+2.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Education Minnesota Employee's Savings and Retirement Plan's outsized position by total assets

Education Minnesota Employee's Savings and Retirement Plan vs every filed plan by assets

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

$40,773,187 Top 18% higher than 82% 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 Employee's Savings and 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. Education Minnesota Employee's Savings and Retirement Plan sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Education Minnesota Employee's Savings and Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Education Minnesota Employee's Savings and Retirement Plan reported participants rose from 159 in the plan year 2023 filing to 168 in the plan year 2024 filing.
  • Education Minnesota Employee's Savings and Retirement Plan end-of-year assets rose from $40M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411916882 · Education Minnesota PY 2024 · 401(k)

Education Minnesota Employee's Savings and Retirement Plan · $41M · 168 · 82nd

  • PART $41M
  • TYPE 168
  • NET 82nd
  • BOOK 401(k)
  • VS-ST near 401(k) Plan for Umwa Represented Employees of Iron Senergy
  • BOY ind #7046

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 →

Education Minnesota Employee's Savings and Retirement Plan in the asset neighbourhood

Iowa Select Farms, L.L.L.P. 401(k) Profit Sharing PlanIowa Select Farms, L.L.L.P. …$41MJim Hudson Employee Group 401(k) Profit Sharing PlanJim Hudson Employee Group 40…$41MAvid Bioservices, Inc. 401(k) PlanAvid Bioservices, Inc. 401(k…$41MEducation Minnesota Employee's Savings and Retirement PlanEducation Minnesota Employee…$41M401(k) Plan for Umwa Represented Employees of Iron Senergy401(k) Plan for Umwa Represe…$41M
End-of-year total assets ($M) among Education Minnesota Employee's Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$41M
Net Income$1M
Employer EIN411916882
Plan Effective Date1986-09-01
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 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Education Minnesota Employee's Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Education Minnesota Employee's Savings and Retirement Plan, Total assets ($B): 0.040773187 · Participants: 168Education Minnesota Employee's Savings and Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Education Minnesota Employee's Savings and Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Education Minnesota Employee's Savings and Retirement Plan side-by-side with 3 peers →

Education Minnesota Employee's Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is 401(k) Plan for Umwa Represented Employees of Iron Senergy in KY ($41M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Employee's Savings and Retirement Plan assets move in 2024? ▼
Education Minnesota Employee's Savings and Retirement Plan edged up modestly - up 2.6% during 2024, from $40M to $41M. Reported net income was $1M.
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 Employee's Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Education Minnesota Employee's Savings and Retirement Plan ranks in the 82nd 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 401(k) plans are similar in size to Education Minnesota Employee's Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Umwa Represented Employees of Iron Senergy in KY ($41M, 556 participants).
Which 401(k) plans cover a similar participant headcount to Education Minnesota Employee's Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants, N/A 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.