401(k) · DOL Form 5500 · 2022
Jim Lupient Company 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 451
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $34,645
- Avg per participant Low balance/head
Official DOL plan name: Jim Lupient Companies Employee Savings Plan · Sponsored by Jim Lupient Company · Minnesota · Retail Trade
$16M in assets, 451 participants
Jim Lupient Company's Jim Lupient Companies Employee Savings Plan reported $16M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #7,940 in Retail Trade (9,519 peers)
Coverage in Minnesota
Jim Lupient Companies Employee Savings Plan covers 451 participants in Minnesota, about 40% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.
- #7,940
- in Retail Trade (9,519 peers)
- +21.1%
- assets growth YoY
Jim Lupient Companies Employee Savings Plan's outsized position by total assets
Jim Lupient Companies Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,625,068 Top 27% higher than 73% 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
Jim Lupient Companies Employee Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jim Lupient Companies Employee Savings Plan sits mid-pack in the medium band (451 participants).
Published 5500 schedule card
Filing strip 410960016 · Jim Lupient Company PY 2022 · 401(k)
Jim Lupient Companies Employee Savings Plan · $16M · 451 · 73rd
- VS-ST $16M
- BOY 451
- SCH 73rd
- EBSA 401(k)
- PART near Michigan Turkey Producers 401(k) Savings Plan
- TYPE ind #7940
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 Retail Trade retirement plans → · Plans in Minnesota →
Jim Lupient Companies Employee Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 410960016 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jim Lupient Company)
Sponsor-wide plan assets over time
All Jim Lupient Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 75.85289259963216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,443 | $59M |
| 2023 | 1 | 252 | $17M |
| 2024 | 1 | 308 | $14M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Jim Lupient Companies Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Michigan Turkey Producers 401(k) Savings Plan in MI ($16M); by covered participants it is Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru in MD (451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (451 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.