Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE FIRST DISTRICT ASSOCIATION
EIN 41-0255940food productionLatest filing 2025
Plans
4
Retirement
4
$41.6M assets
Welfare
0
Participants
466
101 SOUTH SWIFT AVE - LITCHFIELD, MN 55355320-693-3236firstdistrict.comLinkedIn201-500 employeesfood production
Retirement portfolio analytics
4 plans aggregated / $41.6M assets / 466 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF FIRST DISTRICT ASSOCIATION
TraditionalDB
Assets$15.9M
Participants64
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
FIRST DISTRICT ASSOCIATION 401(K) PLAN
401k
Assets$13.6M
Participants107
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES
MoneyPurchase
Assets$9.7M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005
CO-OP 401(K) PLAN
401k
Assets$2.4M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF FIRST DISTRICT ASSOCIATION | TraditionalDB | $15.9M | 64 | 2024 | |
| 002 | FIRST DISTRICT ASSOCIATION 401(K) PLAN | 401k | $13.6M | 107 | 2025 | |
| 003 | FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES | MoneyPurchase | $9.7M | 160 | 2024 | |
| 005 | CO-OP 401(K) PLAN | 401k | $2.4M | 135 | 2025 |
Retirement plans