Profit Sharing · DOL Form 5500 · 2022
Ellis Peilen & Son Inc Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Ellis Peilen & Son Inc · Sponsored by Ellis Peilen & Son Inc · Minnesota · Finance & Insurance
$3M in assets, 2 participants
Ellis Peilen & Son Inc's Ellis Peilen & Son Inc reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #2,527 in Finance & Insurance (9,261 peers)
Ellis Peilen & Son Inc multi-year trail
Ellis Peilen & Son Inc's plans moved +17.4% in assets from 2022 to 2024; this filing shows Ellis Peilen & Son Inc at $3M / 2 participants.
- #2,527
- in Finance & Insurance (9,261 peers)
- -14.7%
- assets change YoY
The plan reported a net loss of $511K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ellis Peilen & Son Inc's mid-pack asset rank among Finance & Insurance and all filers
Ellis Peilen & Son Inc vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,967,675 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ellis Peilen & Son Inc among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellis Peilen & Son Inc is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 411278172 · Ellis Peilen & Son Inc PY 2022 · Profit Sharing
Ellis Peilen & Son Inc · $3M · 2 · 40th
- ASSETS $3M
- ASSETS 2
- ASSETS 40th
- ASSETS Profit Sharing
- ASSETS near Shed Nyc, Inc. 403(b) Plan
- ASSETS ind #2527
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Ellis Peilen & Son Inc in the asset neighbourhood
Ellis Peilen & Son Inc multi-year asset trail
Sponsor-wide plan assets over time
All Ellis Peilen & Son Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 17.383877951595103% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $3M |
Ellis Peilen & Son Inc filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$511K |
| Employer EIN | 411278172 |
| Plan Effective Date | 1977-08-08 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Essentia Health Retirement Plan $1.6B · 14,444
- Pipe Trades Services Mn Pension Supplement Fund $1.4B · 6,268
- Allina 403(b) Retirement Savings Plan $847M · 10,170
- Fairview Health Services Pension Plan $542M · 5,177
- Cargill Employee Retirement Account Plan $397M · 18,794
Ellis Peilen & Son Inc's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Shed Nyc, Inc. 403(b) Plan in NY ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.