401(k) · DOL Form 5500 · 2022
AEON 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 229
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $28,093
- Avg per participant Low balance/head
Official DOL plan name: Aeon 403(b) Plan · Sponsored by AEON · Minnesota · Other Services
$6M in assets, 229 participants
AEON's Aeon 403(b) Plan reported $6M in total assets and 229 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #6,144 in Other Services (8,398 peers)
Coverage in Minnesota
Aeon 403(b) Plan covers 229 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.
- #6,144
- in Other Services (8,398 peers)
- -16.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aeon 403(b) Plan's mid-pack asset rank among Other Services and all filers
Aeon 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,433,271 Top 44% higher than 56% 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
Aeon 403(b) 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. Aeon 403(b) Plan sits mid-pack in the medium band (229 participants).
Plan-year Form 5500 strip
Filing strip 411558711 · AEON PY 2022 · 401(k)
Aeon 403(b) Plan · $6M · 229 · 56th
- TYPE $6M
- NET 229
- BOOK 56th
- VS-ST 401(k)
- BOY near Metco Industries, Inc. 401(k) Profit Sharing Plan
- SCH ind #6144
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 Other Services retirement plans → · Plans in Minnesota →
Aeon 403(b) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 411558711 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (AEON)
Sponsor-wide plan assets over time
All AEON plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 13.737304086832344% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $6M |
| 2023 | 1 | 236 | $6M |
| 2024 | 1 | 229 | $7M |
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
Aeon 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Metco Industries, Inc. 401(k) Profit Sharing Plan in PA ($6M); by covered participants it is Eastern Bag & Paper Company, Inc. 401(k) Plan in CT (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (229 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.