401(k) · DOL Form 5500 · 2022

Dr. Kelsey Milbert, P.a. 401(k) Plan

Data updated 2026-08-25

$895K
Total assets Small plan by assets
12
Participants Small participant base
24th
Percentile by assets National rank
$74,598
Avg per participant Below avg balance/head
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Official DOL plan name: Dr. Kelsey Milbert, P.a. Employee 401(k) Plan · Sponsored by Dr. Kelsey Milbert, P.a. · Minnesota · Healthcare & Social Assistance

$895K in assets, 12 participants

Dr. Kelsey Milbert, P.a.'s Dr. Kelsey Milbert, P.a. Employee 401(k) Plan reported $895K in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,138 in Healthcare & Social Assistance (20,060 peers)

Dr. Kelsey Milbert, P.a. multi-year trail

Dr. Kelsey Milbert, P.a.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows Dr. Kelsey Milbert, P.a. Employee 401(k) Plan at $895K / 12 participants.

#4,138
in Healthcare & Social Assistance (20,060 peers)
-31.4%
assets change YoY

The plan reported a net loss of $410K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan among the smaller filed plans by assets

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$895,170 24th percentile higher than 24% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dr. Kelsey Milbert, P.a. Employee 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 853018091 · Dr. Kelsey Milbert, P.a. PY 2022 · 401(k)

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan · $895K · 12 · 24th

  • 5500 $895K
  • ASSETS 12
  • PCT 24th
  • EIN 401(k)
  • RANK near Beyond Health Management Solutions 401(k) Plan
  • PHOTO ind #4138

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan in the asset neighbourhood

Dr. Kelsey Milbert, P.a. Employee 401(k) PlanDr. Kelsey Milbert, P.a. Emp…$895KBeyond Health Management Solutions 401(k) PlanBeyond Health Management Sol…$895KNextgen Information Services 401(k) Profit Sharing Plan & TrustNextgen Information Services…$895KCgp Retirement Plan & Trust$895KSand Dollar 401 K Retirement Plan and TrustSand Dollar 401 K Retirement…$895K
End-of-year total assets ($M) among Dr. Kelsey Milbert, P.a. Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dr. Kelsey Milbert, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Kelsey Milbert, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.062714344761332% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.9M $1.15M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 12 $895K
2023 1 12 $992K
2024 1 13 $1M

Dr. Kelsey Milbert, P.a. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$895K
Net Income-$410K
Employer EIN853018091
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Dr. Kelsey Milbert, P.a. Employee 401(k) Plan, Total assets ($B): 0.00089517 · Participants: 12Dr. Kelsey Milbert, P.a. Employee 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Dr. Kelsey Milbert, P.a. Employee 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Dr. Kelsey Milbert, P.a. Employee 401(k) Plan side-by-side with 3 peers →

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Beyond Health Management Solutions 401(k) Plan in TX ($895K); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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.

Frequently Asked Questions

How did Dr. Kelsey Milbert, P.a. Employee 401(k) Plan assets move in 2022? ▼
Dr. Kelsey Milbert, P.a. Employee 401(k) Plan contracted severely - down 31.4% during 2022, from $1M to $895K. Reported net income was -$410K.
How have Dr. Kelsey Milbert, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Kelsey Milbert, P.a.'s sponsor-wide assets grew 28.1%, from $895K to $1M.
Where does Dr. Kelsey Milbert, P.a. Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Dr. Kelsey Milbert, P.a. Employee 401(k) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Dr. Kelsey Milbert, P.a. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beyond Health Management Solutions 401(k) Plan in TX ($895K, 250 participants).
Which 401(k) plans cover a similar participant headcount to Dr. Kelsey Milbert, P.a. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 853018091.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.