Change in plan net assets by state, 2023 to 2024
Filings received through . A program makes this page from the Form 5500 files with fixed sentence rules.
Net assets of plans with 100 or more participants rose in 52 of 52 states and territories from plan year 2023 to 2024.
The largest rise was in Minnesota (+27.5%).
The smallest rise was in Michigan (+4.7%).
In the United States, net assets rose by 9.7%.
While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.
The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.
EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .
In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through .
States by change
| State | Net assets, 2023 | Net assets, 2024 | Change | Plans, 2024 |
|---|---|---|---|---|
| Minnesota | $352.2B | $449.0B | +27.5% | 1,848 |
| Arkansas | $66.4B | $77.8B | +17.1% | 379 |
| Puerto Rico | $10.2B | $11.9B | +15.9% | 342 |
| North Dakota | $18.1B | $20.7B | +14.8% | 277 |
| Alabama | $44.4B | $50.4B | +13.6% | 799 |
| Georgia | $362.1B | $410.9B | +13.5% | 1,880 |
| Maine | $28.8B | $32.6B | +13.3% | 337 |
| Nevada | $26.2B | $29.7B | +13.3% | 369 |
| Washington | $335.2B | $378.1B | +12.8% | 1,547 |
| Oklahoma | $42.1B | $47.5B | +12.7% | 648 |
| Texas | $866.0B | $965.9B | +11.5% | 4,877 |
| Alaska | $12.1B | $13.5B | +11.3% | 154 |
| Kentucky | $66.6B | $74.0B | +11.2% | 828 |
| Nebraska | $54.7B | $60.8B | +11.2% | 528 |
| Idaho | $27.1B | $30.0B | +10.9% | 320 |
| New Hampshire | $22.0B | $24.4B | +10.8% | 372 |
| District of Columbia | $137.4B | $152.1B | +10.7% | 667 |
| Vermont | $9.93B | $11.0B | +10.7% | 202 |
| Illinois | $722.7B | $799.4B | +10.6% | 3,541 |
| Arizona | $83.5B | $92.1B | +10.4% | 1,049 |
| New York | $987.4B | $1.09T | +10.3% | 5,731 |
| Massachusetts | $393.7B | $434.4B | +10.3% | 2,572 |
| Ohio | $422.9B | $465.4B | +10.1% | 3,153 |
| West Virginia | $14.7B | $16.2B | +10.1% | 247 |
| Missouri | $209.1B | $229.8B | +9.9% | 1,378 |
| Iowa | $62.9B | $69.1B | +9.8% | 834 |
| Kansas | $43.4B | $47.6B | +9.5% | 739 |
| Colorado | $78.1B | $85.5B | +9.5% | 1,180 |
| Indiana | $133.6B | $146.2B | +9.4% | 1,439 |
| Montana | $8.63B | $9.42B | +9.2% | 204 |
| Utah | $53.8B | $58.8B | +9.1% | 687 |
| Maryland | $271.5B | $296.1B | +9.1% | 1,534 |
| Virginia | $523.3B | $570.2B | +9.0% | 2,166 |
| Wyoming | $1.47B | $1.60B | +8.9% | 66 |
| Florida | $280.0B | $304.7B | +8.8% | 3,095 |
| Connecticut | $297.6B | $322.7B | +8.5% | 1,126 |
| North Carolina | $327.7B | $354.4B | +8.1% | 1,783 |
| Pennsylvania | $552.2B | $597.0B | +8.1% | 3,664 |
| Wisconsin | $210.3B | $227.1B | +7.9% | 1,881 |
| New Mexico | $29.7B | $32.0B | +7.7% | 246 |
| Oregon | $76.6B | $82.5B | +7.7% | 932 |
| Hawaii | $25.4B | $27.3B | +7.7% | 272 |
| South Carolina | $51.7B | $55.6B | +7.5% | 670 |
| Tennessee | $217.1B | $232.1B | +6.9% | 1,341 |
| Rhode Island | $94.2B | $100.5B | +6.7% | 269 |
| California | $1.21T | $1.29T | +6.5% | 8,117 |
| Delaware | $49.0B | $52.1B | +6.3% | 217 |
| New Jersey | $627.6B | $665.4B | +6.0% | 2,357 |
| Mississippi | $14.4B | $15.2B | +5.6% | 308 |
| South Dakota | $7.55B | $7.96B | +5.5% | 218 |
| Louisiana | $54.0B | $56.8B | +5.3% | 716 |
| Michigan | $387.7B | $405.7B | +4.7% | 2,483 |
How the figures were made
Net assets are the amount on Schedule H line 1l at the end of the plan year. A change in net assets comes from contributions, benefits paid, investment returns and the set of plans that file. The table does not split these.
Both years use the yearly files of the Department of Labor. A state needs 50 plans or more in plan year 2023 to appear. A plan is in the state of the address of its sponsor.
In earlier editions
- October 2026: the first row was Minnesota (+27.5%).