401(k) · DOL Form 5500 · 2022
Toltz King Duvall Anderson and Associates Incorporated 401(k) Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 312
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $154,231
- Avg per participant Above avg balance/head
Official DOL plan name: Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan · Sponsored by Toltz King Duvall Anderson and Associates Incorporated · Minnesota · Professional & Technical Services
$48M in assets, 312 participants
Toltz King Duvall Anderson and Associates Incorporated's Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan reported $48M in total assets and 312 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #19,122 in Professional & Technical Services (21,562 peers)
Coverage in Minnesota
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan covers 312 participants in Minnesota, about 28% of the average Minnesota filer (state average ~1,126 per filing). Assets: $48M.
- #19,122
- in Professional & Technical Services (21,562 peers)
- -15.7%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan's outsized position by total assets
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$48,120,050 Top 12% higher than 88% 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
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible 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. Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan sits mid-pack in the medium band (312 participants).
EBSA filing schedule strip
Filing strip 410579540 · Toltz King Duvall Anderson and Associates Incorporated PY 2022 · 401(k)
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan · $48M · 312 · 88th
- PART $48M
- PART 312
- PART 88th
- PART 401(k)
- PART near Ledcor Contractors Group, Inc. 401(k) Plan
- PART ind #19122
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 Professional & Technical Services retirement plans → · Plans in Minnesota →
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$9M |
| Employer EIN | 410579540 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Toltz King Duvall Anderson and Associates Incorporated)
Sponsor-wide plan assets over time
All Toltz King Duvall Anderson and Associates Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $126M 34.01152975553083% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 629 | $94M |
| 2023 | 2 | 688 | $111M |
| 2024 | 2 | 759 | $126M |
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
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Ledcor Contractors Group, Inc. 401(k) Plan in CA ($48M); by covered participants it is The Northstar Snf 401(k) Plan in NY (312 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
Similar participant headcount
Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.
- The Northstar Snf 401(k) Plan (NY) 312 · 0 off
- Forddirect Retirement Savings Plan (MI) 312 · 0 off
- Stafford Health Services, Inc. Retirement Plan (WA) 312 · 0 off
- Credit Union 1 401(k) Retirement Plan (IL) 312 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.