401(k) · DOL Form 5500 · 2024
Board of Trustees of the Millwright Union Individual Account Retiremen 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 1,055
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $44,741
- Avg per participant Low balance/head
Official DOL plan name: Millwright Union Individual Account Retirement Plan · Sponsored by Board of Trustees of the Millwright Union Individual Account Retiremen · Minnesota · Construction
$47M in assets, 1,055 participants
Board of Trustees of the Millwright Union Individual Account Retiremen's Millwright Union Individual Account Retirement Plan reported $47M in total assets and 1,055 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,389 in Construction (9,039 peers)
Where Millwright Union Individual Account Retirement Plan sits by assets
Millwright Union Individual Account Retirement Plan sits in the top quartile of all filed plans by assets, $47M for 1,055 participants (~$44,741/participant), up 12.3% in 2024.
- #7,389
- in Construction (9,039 peers)
- +12.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Millwright Union Individual Account Retirement Plan's outsized position by total assets
Millwright Union Individual Account Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,201,794 Top 17% higher than 83% 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
Millwright Union Individual Account Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millwright Union Individual Account Retirement Plan lands in the large band (1,055 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Millwright Union Individual Account Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Millwright Union Individual Account Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Millwright Union Individual Account Retirement Plan reported participants rose from 966 in the plan year 2023 filing to 1,055 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391707392 · Board of Trustees of the Millwright Union Individual Account Retiremen PY 2024 · 401(k)
Millwright Union Individual Account Retirement Plan · $47M · 1,055 · 83rd
- EIN $47M
- EIN 1,055
- EIN 83rd
- EIN 401(k)
- EIN near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Plaza De La Raza Child Development Services, Inc.
- EIN ind #7389
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 Construction retirement plans → · Plans in Minnesota →
Millwright Union Individual Account Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $5M |
| Employer EIN | 391707392 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Millwright Union Individual Account Retiremen)
Sponsor-wide plan assets over time
All Board of Trustees of the Millwright Union Individual Account Retiremen plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 26.482841740634655% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 981 | $37M |
| 2023 | 1 | 966 | $42M |
| 2024 | 1 | 1,055 | $47M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Millwright Union Individual Account Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Plaza De La Raza Child Development Services, Inc. in CA ($47M); by covered participants it is Pm Pediatrics Management Group, LLC 401(k) Plan in NY (1,055 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,055 participants); asset peers above are excluded.
- Pm Pediatrics Management Group, LLC 401(k) Plan (NY) 1,055 · 0 off
- Albireo Energy, LLC 401(k) Plan (NJ) 1,055 · 0 off
- Mission Healthcare Services, LLC 401(k) Plan (CA) 1,055 · 0 off
- New England Authentic Eats 401(k) Plan (MA) 1,055 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.