401(k) · DOL Form 5500 · 2022
Convergeone Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $301M
- Total assets Above avg plan size
- 2,981
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $101,119
- Avg per participant Below avg balance/head
Official DOL plan name: Convergeone 401(k) Plan · Sponsored by Convergeone Holdings, Inc. · Minnesota · Wholesale Trade
$301M in assets, 2,981 participants
Convergeone Holdings, Inc.'s Convergeone 401(k) Plan reported $301M in total assets and 2,981 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #6,700 in Wholesale Trade (6,843 peers)
Coverage in Minnesota
Convergeone 401(k) Plan covers 2,981 participants in Minnesota, 2.6x the typical Minnesota plan (state average ~1,126 per filing). Assets: $301M.
- #6,700
- in Wholesale Trade (6,843 peers)
- -11.6%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Convergeone 401(k) Plan's outsized position by total assets
Convergeone 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$301,436,330 Top 3% higher than 97% 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
Convergeone 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Convergeone 401(k) Plan lands in the large band (2,981 participants).
DOL schedule card
Filing strip 814619427 · Convergeone Holdings, Inc. PY 2022 · 401(k)
Convergeone 401(k) Plan · $301M · 2,981 · 97th
- BOOK $301M
- VS-ST 2,981
- BOY 97th
- SCH 401(k)
- EBSA near American Tower Retirement Savings Plan
- PART ind #6700
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 Wholesale Trade retirement plans → · Plans in Minnesota →
Convergeone 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $341M |
|---|---|
| Net Assets (End of Year) | $301M |
| Net Income | -$40M |
| Employer EIN | 814619427 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Convergeone Holdings, Inc.)
Sponsor-wide plan assets over time
All Convergeone Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $348M 15.485645343412985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,981 | $301M |
| 2023 | 1 | 2,665 | $334M |
| 2024 | 1 | 2,155 | $348M |
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
Convergeone 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is American Tower Retirement Savings Plan in MA ($301M); by covered participants it is Nutrition, Inc. 401(k) Plan in PA (2,981 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($301M here).
- American Tower Retirement Savings Plan (MA) $301M · 1,839
- Billerud Americas Corporation Retirement Savings Plan for Non Union Employees (OH) $301M · 815
- Msci Inc. 401(k) Retirement Savings Plan (NY) $302M · 928
- Advocare, LLC 401(k) Profit Sharing Plan (NJ) $301M · 2,294
Similar participant headcount
Nearest other-state filings by covered participants (2,981 participants); asset peers above are excluded.
- Nutrition, Inc. 401(k) Plan (PA) 2,981 · 0 off
- Gat 401(k) Plan (GA) 2,981 · 0 off
- Ati 401(k) Savings Plan (TX) 2,982 · 1 off
- Intrado Corporation Employee 401(k) Plan (NY) 2,982 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.