401(k) · DOL Form 5500 · 2022

Elder-Jones, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
120
Participants Small participant base
68th
Percentile by assets National rank
$95,441
Avg per participant Below avg balance/head
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Official DOL plan name: Elder-Jones, Inc. 401(k) Profit Sharing Plan · Sponsored by Elder-Jones, Inc. · Minnesota · Administrative & Support Services

$11M in assets, 120 participants

Elder-Jones, Inc.'s Elder-Jones, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,137 in Administrative & Support Services (4,927 peers)

Coverage in Minnesota

Elder-Jones, Inc. 401(k) Profit Sharing Plan covers 120 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#4,137
in Administrative & Support Services (4,927 peers)
-16.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elder-Jones, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Elder-Jones, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,452,863 Top 32% higher than 68% 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

Elder-Jones, Inc. 401(k) Profit Sharing 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. Elder-Jones, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (120 participants).

Published 5500 schedule card

Filing strip 410974888 · Elder-Jones, Inc. PY 2022 · 401(k)

Elder-Jones, Inc. 401(k) Profit Sharing Plan · $11M · 120 · 68th

  • IND $11M
  • IND 120
  • IND 68th
  • IND 401(k)
  • IND near Green Rubber-Kennedy Ag, LP 401(k) Profit Sharing Plan
  • IND ind #4137

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 Administrative & Support Services retirement plans → · Plans in Minnesota →

Elder-Jones, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Elder-Jones, Inc. 401(k) Profit Sharing PlanElder-Jones, Inc. 401(k) Pro…$11MGreen Rubber-Kennedy Ag, LP 401(k) Profit Sharing PlanGreen Rubber-Kennedy Ag, LP …$11MOn Top of the World Communities, LLC 401(k) PlanOn Top of the World Communit…$11MWaldner's Business Environments Profit Sharing & 401(k) PlanWaldner's Business Environme…$11MFeit Electric Company, Inc. 401(k) PlanFeit Electric Company, Inc. …$11M
End-of-year total assets ($M) among Elder-Jones, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN410974888
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elder-Jones, Inc.)

Sponsor-wide plan assets over time

All Elder-Jones, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.370745376068848% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.5M $12.4M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 120 $11M
2023 1 132 $12M
2024 1 111 $12M

Nearby 401(k) Plans in Minnesota

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

Elder-Jones, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Elder-Jones, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011452863 · Participants: 120Elder-Jones, Inc. 401(k) Profit Sharing 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
Elder-Jones, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Elder-Jones, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Elder-Jones, Inc. 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 Green Rubber-Kennedy Ag, LP 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Elder-Jones, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Elder-Jones, Inc. 401(k) Profit Sharing Plan declined sharply - down 16.1% during 2022, from $14M to $11M. Reported net income was -$2M.
How have Elder-Jones, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elder-Jones, Inc.'s sponsor-wide assets grew 8.4%, from $11M to $12M.
Which 401(k) plans are similar in size to Elder-Jones, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Green Rubber-Kennedy Ag, LP 401(k) Profit Sharing Plan in CA ($11M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Elder-Jones, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 participants, $4M 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 410974888.

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.