401(k) · DOL Form 5500 · 2022

GENEVIVE 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
165
Participants Small participant base
82nd
Percentile by assets National rank
$169,928
Avg per participant Above avg balance/head
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Official DOL plan name: Genevive Retirement Plan · Sponsored by GENEVIVE · Minnesota · Healthcare & Social Assistance

$28M in assets, 165 participants

GENEVIVE's Genevive Retirement Plan reported $28M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,991 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Genevive Retirement Plan covers 165 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $28M.

#16,991
in Healthcare & Social Assistance (20,060 peers)
-8.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Genevive Retirement Plan's outsized position by total assets

Genevive Retirement Plan vs every filed plan by assets

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

$28,038,157 Top 18% higher than 82% 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

Genevive Retirement 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. Genevive Retirement Plan sits mid-pack in the medium band (165 participants).

DOL schedule card

Filing strip 453357936 · GENEVIVE PY 2022 · 401(k)

Genevive Retirement Plan · $28M · 165 · 82nd

  • EIN $28M
  • RANK 165
  • PHOTO 82nd
  • IND 401(k)
  • EOY near Gemini Trust Company, LLC 401(k) Plan
  • 5500 ind #16991

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Genevive Retirement Plan in the asset neighbourhood

Genevive Retirement Plan$28MGemini Trust Company, LLC 401(k) PlanGemini Trust Company, LLC 40…$28MVentra Health Retirement Plan$28MCape Air/Nantucket Airlines Ksop Retirement PlanCape Air/Nantucket Airlines …$28MVan Eerden Savings and Retirement PlanVan Eerden Savings and Retir…$28M
End-of-year total assets ($M) among Genevive Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$28M
Net Income-$3M
Employer EIN453357936
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GENEVIVE)

Sponsor-wide plan assets over time

All GENEVIVE plans reported in each filing year

Latest sponsor-wide plan assets
$41M 47.46302333637693% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28M $41.4M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 165 $28M
2023 1 169 $35M
2024 1 164 $41M

Nearby 401(k) Plans in Minnesota

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

Genevive Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Genevive Retirement Plan, Total assets ($B): 0.028038157 · Participants: 165Genevive 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
Genevive Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Genevive Retirement Plan side-by-side with 3 peers →

Genevive Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Gemini Trust Company, LLC 401(k) Plan in NY ($28M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Genevive Retirement Plan assets move in 2022? ▼
Genevive Retirement Plan pulled back noticeably - down 8.4% during 2022, from $31M to $28M. Reported net income was -$3M.
How have GENEVIVE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), GENEVIVE's sponsor-wide assets grew 47.5%, from $28M to $41M.
Where does Genevive Retirement Plan rank by assets among Form 5500 filers? ▼
Genevive Retirement Plan ranks in the 82nd 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 Genevive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gemini Trust Company, LLC 401(k) Plan in NY ($28M, 561 participants).
Which 401(k) plans cover a similar participant headcount to Genevive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 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 453357936.

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.