401(k) · DOL Form 5500 · 2022

Fiduciary Counselling, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
84
Participants Small participant base
87th
Percentile by assets National rank
$523,483
Avg per participant High balance/head
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Official DOL plan name: Fiduciary Counselling, Inc. Defined Contribution Retirement Plan · Sponsored by Fiduciary Counselling, Inc. · Minnesota · Professional & Technical Services

$44M in assets, 84 participants

Fiduciary Counselling, Inc.'s Fiduciary Counselling, Inc. Defined Contribution Retirement Plan reported $44M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,931 in Professional & Technical Services (21,562 peers)

Where Fiduciary Counselling, Inc. Defined Contribution Retirement Plan sits by assets

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 84 participants (~$523,483/participant), down 15.1% in 2022.

#18,931
in Professional & Technical Services (21,562 peers)
-15.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan's outsized position by total assets

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$43,972,536 Top 13% higher than 87% 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

Fiduciary Counselling, Inc. Defined Contribution Retirement 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. Fiduciary Counselling, Inc. Defined Contribution Retirement Plan is a small filing (84 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 410445819 · Fiduciary Counselling, Inc. PY 2022 · 401(k)

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan · $44M · 84 · 87th

  • EIN $44M
  • RANK 84
  • PHOTO 87th
  • IND 401(k)
  • EOY near Fiscalnote 401(k) Retirement Plan
  • 5500 ind #18931

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 →

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

Fiscalnote 401(k) Retirement PlanFiscalnote 401(k) Retirement…$44MOrange County's Credit Union 401(k) PlanOrange County's Credit Union…$44MEnviva Inc. 401(k) Plan$44MAmerex Corporation 401(k) Savings PlanAmerex Corporation 401(k) Sa…$44MFiduciary Counselling, Inc. Defined Contribution Retirement PlanFiduciary Counselling, Inc. …$44M
End-of-year total assets ($M) among Fiduciary Counselling, Inc. Defined Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$44M
Net Income-$8M
Employer EIN410445819
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Counselling, Inc.)

Sponsor-wide plan assets over time

All Fiduciary Counselling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 43.60915413202459% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44M $63.2M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 84 $44M
2023 1 94 $54M
2024 1 92 $63M

Nearby 401(k) Plans in Minnesota

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

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Fiduciary Counselling, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.043972536 · Participants: 84Fiduciary Counselling, Inc. Defined Contribution Retirement 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
Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Fiduciary Counselling, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Fiscalnote 401(k) Retirement Plan in DC ($44M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Fiduciary Counselling, Inc. Defined Contribution Retirement Plan assets move in 2022? ▼
Fiduciary Counselling, Inc. Defined Contribution Retirement Plan declined sharply - down 15.1% during 2022, from $52M to $44M. Reported net income was -$8M.
How have Fiduciary Counselling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Counselling, Inc.'s sponsor-wide assets grew 43.6%, from $44M to $63M.
Where does Fiduciary Counselling, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Fiduciary Counselling, Inc. Defined Contribution Retirement Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fiduciary Counselling, Inc. Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiscalnote 401(k) Retirement Plan in DC ($44M, 555 participants).
Which 401(k) plans cover a similar participant headcount to Fiduciary Counselling, Inc. Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 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 410445819.

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.