401(k) · DOL Form 5500 · 2022
Diversified Wealth Management, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $423,058
- Avg per participant High balance/head
Official DOL plan name: Diversified Wealth Management, LLC 401(k) Profit Sharing Plan · Sponsored by Diversified Wealth Management, LLC · Minnesota · Finance & Insurance
$2M in assets, 5 participants
Diversified Wealth Management, LLC's Diversified Wealth Management, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #2,173 in Finance & Insurance (9,261 peers)
2022 asset change
Diversified Wealth Management, LLC 401(k) Profit Sharing Plan pulled back noticeably 14.9% in 2022 ($2M → $2M) for 5 participants.
- #2,173
- in Finance & Insurance (9,261 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $371K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Diversified Wealth Management, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Diversified Wealth Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,115,290 35th percentile higher than 35% 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
Diversified Wealth Management, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diversified Wealth Management, LLC 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 912192208 · Diversified Wealth Management, LLC PY 2022 · 401(k)
Diversified Wealth Management, LLC 401(k) Profit Sharing Plan · $2M · 5 · 35th
- SCH $2M
- SCH 5
- SCH 35th
- SCH 401(k)
- SCH near Starr Restaurants 401(k) Plan
- SCH ind #2173
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 →
Diversified Wealth Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$371K |
| Employer EIN | 912192208 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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
Diversified Wealth Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Starr Restaurants 401(k) Plan in PA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.