Civic Intelligence

Minnesota Thoracic Associates, P.A.

Plan context: Mta Retirement Plan and Trust

EIN 41-1498352 • Coon Rapids, MN • 35 filings • 4 plans

4040 Coon Rapids Blvd NW, Suite 120Coon Rapids, MN 55433
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$5,245,858

2025 Contributions

$147,500

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$13,165,582$6,582,791$0199920142025YearValue
$5,245,858Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

51260199920122025YearValue
3Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202513$5,245,858$147,500$49,167iApproximate average salary by contribution assumption: employee only about $1,229,167 at 4% or $819,444 at 6%; with 50% employer match about $819,444 at 4% or $546,296 at 6%; with 100% employer match about $614,583 at 4% or $409,722 at 6%.
Mta Retirement Plan and Trust-3$5,245,858$147,500$49,167iApproximate average salary by contribution assumption: employee only about $1,229,167 at 4% or $819,444 at 6%; with 50% employer match about $819,444 at 4% or $546,296 at 6%; with 100% employer match about $614,583 at 4% or $409,722 at 6%.
202416$4,527,000$157,500$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
Mta Retirement Plan and Trust-6$4,527,000$157,500$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
202317$4,371,466$202,500$28,929iApproximate average salary by contribution assumption: employee only about $723,214 at 4% or $482,143 at 6%; with 50% employer match about $482,143 at 4% or $321,429 at 6%; with 100% employer match about $361,607 at 4% or $241,071 at 6%.
Mta Retirement Plan and Trust-7$4,371,466$202,500$28,929iApproximate average salary by contribution assumption: employee only about $723,214 at 4% or $482,143 at 6%; with 50% employer match about $482,143 at 4% or $321,429 at 6%; with 100% employer match about $361,607 at 4% or $241,071 at 6%.
202217$3,603,111$157,124$22,446iApproximate average salary by contribution assumption: employee only about $561,157 at 4% or $374,105 at 6%; with 50% employer match about $374,105 at 4% or $249,403 at 6%; with 100% employer match about $280,579 at 4% or $187,052 at 6%.
Mta Retirement Plan and Trust-7$3,603,111$157,124$22,446iApproximate average salary by contribution assumption: employee only about $561,157 at 4% or $374,105 at 6%; with 50% employer match about $374,105 at 4% or $249,403 at 6%; with 100% employer match about $280,579 at 4% or $187,052 at 6%.
202128$4,396,593$294,000$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
Mta Retirement Plan and Trust-8$4,396,593$204,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Twin Cities Heart & Lung, P.A. Cash Balance Plan-0$0$90,000-
202028$6,643,068$412,500$51,563iApproximate average salary by contribution assumption: employee only about $1,289,063 at 4% or $859,375 at 6%; with 50% employer match about $859,375 at 4% or $572,917 at 6%; with 100% employer match about $644,531 at 4% or $429,688 at 6%.
Mta Retirement Plan and Trust-8$3,753,939$202,500$25,313iApproximate average salary by contribution assumption: employee only about $632,813 at 4% or $421,875 at 6%; with 50% employer match about $421,875 at 4% or $281,250 at 6%; with 100% employer match about $316,406 at 4% or $210,938 at 6%.
Twin Cities Heart & Lung, P.A. Cash Balance Plan-5$2,889,129$210,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
201928$5,876,227$1,109,552$138,694iApproximate average salary by contribution assumption: employee only about $3,467,350 at 4% or $2,311,567 at 6%; with 50% employer match about $2,311,567 at 4% or $1,541,044 at 6%; with 100% employer match about $1,733,675 at 4% or $1,155,783 at 6%.
Mta Retirement Plan and Trust-8$3,583,766$659,915$82,489iApproximate average salary by contribution assumption: employee only about $2,062,234 at 4% or $1,374,823 at 6%; with 50% employer match about $1,374,823 at 4% or $916,549 at 6%; with 100% employer match about $1,031,117 at 4% or $687,411 at 6%.
Twin Cities Heart & Lung, P.A. Cash Balance Plan-4$2,292,461$449,637$112,409iApproximate average salary by contribution assumption: employee only about $2,810,231 at 4% or $1,873,488 at 6%; with 50% employer match about $1,873,488 at 4% or $1,248,992 at 6%; with 100% employer match about $1,405,116 at 4% or $936,744 at 6%.
201828$3,909,427$697,837$87,230iApproximate average salary by contribution assumption: employee only about $2,180,741 at 4% or $1,453,827 at 6%; with 50% employer match about $1,453,827 at 4% or $969,218 at 6%; with 100% employer match about $1,090,370 at 4% or $726,914 at 6%.
Mta Retirement Plan and Trust-8$2,343,899$189,362$23,670iApproximate average salary by contribution assumption: employee only about $591,756 at 4% or $394,504 at 6%; with 50% employer match about $394,504 at 4% or $263,003 at 6%; with 100% employer match about $295,878 at 4% or $197,252 at 6%.
Twin Cities Heart & Lung, P.A. Cash Balance Plan-4$1,565,528$508,475$127,119iApproximate average salary by contribution assumption: employee only about $3,177,969 at 4% or $2,118,646 at 6%; with 50% employer match about $2,118,646 at 4% or $1,412,431 at 6%; with 100% employer match about $1,588,984 at 4% or $1,059,323 at 6%.
201726$3,536,552$441,922$73,654iApproximate average salary by contribution assumption: employee only about $1,841,342 at 4% or $1,227,561 at 6%; with 50% employer match about $1,227,561 at 4% or $818,374 at 6%; with 100% employer match about $920,671 at 4% or $613,781 at 6%.
Mta Retirement Plan and Trust-6$2,384,447$108,600$18,100iApproximate average salary by contribution assumption: employee only about $452,500 at 4% or $301,667 at 6%; with 50% employer match about $301,667 at 4% or $201,111 at 6%; with 100% employer match about $226,250 at 4% or $150,833 at 6%.
Twin Cities Heart & Lung, P.A. Cash Balance Plan-3$1,152,105$333,322$111,107iApproximate average salary by contribution assumption: employee only about $2,777,683 at 4% or $1,851,789 at 6%; with 50% employer match about $1,851,789 at 4% or $1,234,526 at 6%; with 100% employer match about $1,388,842 at 4% or $925,894 at 6%.
201626$2,662,954$487,700$81,283iApproximate average salary by contribution assumption: employee only about $2,032,083 at 4% or $1,354,722 at 6%; with 50% employer match about $1,354,722 at 4% or $903,148 at 6%; with 100% employer match about $1,016,042 at 4% or $677,361 at 6%.
Mta Retirement Plan and Trust-6$1,939,191$107,700$17,950iApproximate average salary by contribution assumption: employee only about $448,750 at 4% or $299,167 at 6%; with 50% employer match about $299,167 at 4% or $199,444 at 6%; with 100% employer match about $224,375 at 4% or $149,583 at 6%.
Twin Cities Heart & Lung, P.A. Cash Balance Plan-3$723,763$380,000$126,667iApproximate average salary by contribution assumption: employee only about $3,166,667 at 4% or $2,111,111 at 6%; with 50% employer match about $2,111,111 at 4% or $1,407,407 at 6%; with 100% employer match about $1,583,333 at 4% or $1,055,556 at 6%.
201528$1,991,449$386,226$48,278iApproximate average salary by contribution assumption: employee only about $1,206,956 at 4% or $804,638 at 6%; with 50% employer match about $804,638 at 4% or $536,425 at 6%; with 100% employer match about $603,478 at 4% or $402,319 at 6%.
Mta Retirement Plan and Trust-8$1,678,426$73,526$9,191iApproximate average salary by contribution assumption: employee only about $229,769 at 4% or $153,179 at 6%; with 50% employer match about $153,179 at 4% or $102,119 at 6%; with 100% employer match about $114,884 at 4% or $76,590 at 6%.
Twin Cities Heart & Lung, P.A. Cash Balance Plan-3$313,023$312,700$104,233iApproximate average salary by contribution assumption: employee only about $2,605,833 at 4% or $1,737,222 at 6%; with 50% employer match about $1,737,222 at 4% or $1,158,148 at 6%; with 100% employer match about $1,302,917 at 4% or $868,611 at 6%.
201419$2,535,780$138,900$15,433iApproximate average salary by contribution assumption: employee only about $385,833 at 4% or $257,222 at 6%; with 50% employer match about $257,222 at 4% or $171,481 at 6%; with 100% employer match about $192,917 at 4% or $128,611 at 6%.
Mta Retirement Plan and Trust-9$2,535,780$138,900$15,433iApproximate average salary by contribution assumption: employee only about $385,833 at 4% or $257,222 at 6%; with 50% employer match about $257,222 at 4% or $171,481 at 6%; with 100% employer match about $192,917 at 4% or $128,611 at 6%.
201312$3,148,833$102,034$51,017iApproximate average salary by contribution assumption: employee only about $1,275,425 at 4% or $850,283 at 6%; with 50% employer match about $850,283 at 4% or $566,856 at 6%; with 100% employer match about $637,713 at 4% or $425,142 at 6%.
Mta Retirement Plan and Trust-2$3,148,833$102,034$51,017iApproximate average salary by contribution assumption: employee only about $1,275,425 at 4% or $850,283 at 6%; with 50% employer match about $850,283 at 4% or $566,856 at 6%; with 100% employer match about $637,713 at 4% or $425,142 at 6%.
201212$2,642,251$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Mta Retirement Plan and Trust-2$2,642,251$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201114$2,239,724$212,500$53,125iApproximate average salary by contribution assumption: employee only about $1,328,125 at 4% or $885,417 at 6%; with 50% employer match about $885,417 at 4% or $590,278 at 6%; with 100% employer match about $664,063 at 4% or $442,708 at 6%.
Mta Retirement Plan and Trust-4$2,239,724$212,500$53,125iApproximate average salary by contribution assumption: employee only about $1,328,125 at 4% or $885,417 at 6%; with 50% employer match about $885,417 at 4% or $590,278 at 6%; with 100% employer match about $664,063 at 4% or $442,708 at 6%.
201014$2,097,687$212,500$53,125iApproximate average salary by contribution assumption: employee only about $1,328,125 at 4% or $885,417 at 6%; with 50% employer match about $885,417 at 4% or $590,278 at 6%; with 100% employer match about $664,063 at 4% or $442,708 at 6%.
Mta Retirement Plan and Trust-4$2,097,687$212,500$53,125iApproximate average salary by contribution assumption: employee only about $1,328,125 at 4% or $885,417 at 6%; with 50% employer match about $885,417 at 4% or $590,278 at 6%; with 100% employer match about $664,063 at 4% or $442,708 at 6%.
200914$1,708,098$228,640$57,160iApproximate average salary by contribution assumption: employee only about $1,429,000 at 4% or $952,667 at 6%; with 50% employer match about $952,667 at 4% or $635,111 at 6%; with 100% employer match about $714,500 at 4% or $476,333 at 6%.
Mta Retirement Plan and Trust-4$1,708,098$228,640$57,160iApproximate average salary by contribution assumption: employee only about $1,429,000 at 4% or $952,667 at 6%; with 50% employer match about $952,667 at 4% or $635,111 at 6%; with 100% employer match about $714,500 at 4% or $476,333 at 6%.
2008117$2,580,056$272,954$16,056iApproximate average salary by contribution assumption: employee only about $401,403 at 4% or $267,602 at 6%; with 50% employer match about $267,602 at 4% or $178,401 at 6%; with 100% employer match about $200,701 at 4% or $133,801 at 6%.
Mta Retirement Plan and Trust-17$2,580,056$272,954$16,056iApproximate average salary by contribution assumption: employee only about $401,403 at 4% or $267,602 at 6%; with 50% employer match about $267,602 at 4% or $178,401 at 6%; with 100% employer match about $200,701 at 4% or $133,801 at 6%.
2007117$0$0-
Mta Retirement Plan and Trust-17---
2006114$3,009,381$117,954$8,425iApproximate average salary by contribution assumption: employee only about $210,632 at 4% or $140,421 at 6%; with 50% employer match about $140,421 at 4% or $93,614 at 6%; with 100% employer match about $105,316 at 4% or $70,211 at 6%.
Mta Retirement Plan and Trust-14$3,009,381$117,954$8,425iApproximate average salary by contribution assumption: employee only about $210,632 at 4% or $140,421 at 6%; with 50% employer match about $140,421 at 4% or $93,614 at 6%; with 100% employer match about $105,316 at 4% or $70,211 at 6%.
2005115$2,907,403$204,074$13,605iApproximate average salary by contribution assumption: employee only about $340,123 at 4% or $226,749 at 6%; with 50% employer match about $226,749 at 4% or $151,166 at 6%; with 100% employer match about $170,062 at 4% or $113,374 at 6%.
Mta Retirement Plan and Trust-15$2,907,403$204,074$13,605iApproximate average salary by contribution assumption: employee only about $340,123 at 4% or $226,749 at 6%; with 50% employer match about $226,749 at 4% or $151,166 at 6%; with 100% employer match about $170,062 at 4% or $113,374 at 6%.
2004113$3,453,735$222,845$17,142iApproximate average salary by contribution assumption: employee only about $428,548 at 4% or $285,699 at 6%; with 50% employer match about $285,699 at 4% or $190,466 at 6%; with 100% employer match about $214,274 at 4% or $142,849 at 6%.
Mta Retirement Plan and Trust-13$3,453,735$222,845$17,142iApproximate average salary by contribution assumption: employee only about $428,548 at 4% or $285,699 at 6%; with 50% employer match about $285,699 at 4% or $190,466 at 6%; with 100% employer match about $214,274 at 4% or $142,849 at 6%.
2003115$4,762,042$278,036$18,536iApproximate average salary by contribution assumption: employee only about $463,393 at 4% or $308,929 at 6%; with 50% employer match about $308,929 at 4% or $205,953 at 6%; with 100% employer match about $231,697 at 4% or $154,464 at 6%.
Mta Retirement Plan and Trust-15$4,762,042$278,036$18,536iApproximate average salary by contribution assumption: employee only about $463,393 at 4% or $308,929 at 6%; with 50% employer match about $308,929 at 4% or $205,953 at 6%; with 100% employer match about $231,697 at 4% or $154,464 at 6%.
2002135$0$0-
Mta Retirement Plan and Trust-35---
2001151$0$0-
Mta Retirement Plan and Trust-51---
2000149$12,594,911$674,220$13,760iApproximate average salary by contribution assumption: employee only about $343,990 at 4% or $229,327 at 6%; with 50% employer match about $229,327 at 4% or $152,884 at 6%; with 100% employer match about $171,995 at 4% or $114,663 at 6%.
Mta Retirement Plan and Trust-49$12,594,911$674,220$13,760iApproximate average salary by contribution assumption: employee only about $343,990 at 4% or $229,327 at 6%; with 50% employer match about $229,327 at 4% or $152,884 at 6%; with 100% employer match about $171,995 at 4% or $114,663 at 6%.
1999246$13,165,582$607,073$13,197iApproximate average salary by contribution assumption: employee only about $329,931 at 4% or $219,954 at 6%; with 50% employer match about $219,954 at 4% or $146,636 at 6%; with 100% employer match about $164,965 at 4% or $109,977 at 6%.
Mta Retirement Plan and Trust-46$13,165,582$607,073$13,197iApproximate average salary by contribution assumption: employee only about $329,931 at 4% or $219,954 at 6%; with 50% employer match about $219,954 at 4% or $146,636 at 6%; with 100% employer match about $164,965 at 4% or $109,977 at 6%.
Minnesota Thoracic Associates, P.A. Dependent Care Plan-0---