Dorsey & Whitney 401(K) Retirement And Savings Plan — Form 5500 plan (Dorsey & Whitney Llp)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dorsey & Whitney 401(K) Retirement And Savings Plan is a benefit plan reported by Dorsey & Whitney Llp under EIN 41-0223337 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,856 participants and $621,796,180 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$621.8MPlan net assets, end of year$621,796,180
Participants1.9KCovered participants reported1,856
Assets / participant$335KComputed: assets ÷ participants$335,019 (computed)
Provider compensation$75.6K1 Schedule C provider row(s)$75,606
Plan sponsor
Dorsey & Whitney Llp
EIN
41-0223337
Plan number
003
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,856H, C20241015144136NAL0030018177001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$621.8M total assets
Net assets$621.8MLiabilities$0
Money in vs. money out
Total income / additions$128.5M
Total expenses$52.4M
Benefits paid / distributions$52.3M
Contributions
Employer$14.3M
Participant$15.1M
Full reported line items

Net assets

Total assets (EOY)
$621,796,180
Total liabilities (EOY)
$0
Net assets (EOY)
$621,796,180
Net assets (BOY)
$545,644,048

Income & contributions

Employer contributions
$14,328,494
Participant contributions
$15,109,697
Total contributions
$33,322,221
Total income / additions
$128,539,993

Expenses & distributions

Benefits paid
$52,314,153
Administrative expenses
$73,356
Total expenses
$52,387,861
Net increase / (decrease)
$76,152,132
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 49%Participant 51%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$75,606$02023

Related Form 5500 pages