401(k) · DOL Form 5500 · 2022

Southeastern Minnesota Center for Independent Living, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
334
Participants Below avg headcount
42nd
Percentile by assets National rank
$9,540
Avg per participant Low balance/head
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Official DOL plan name: Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan · Sponsored by Southeastern Minnesota Center for Independent Living, Inc. · Minnesota · Healthcare & Social Assistance

$3M in assets, 334 participants

Southeastern Minnesota Center for Independent Living, Inc.'s Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan reported $3M in total assets and 334 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,135 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan covers 334 participants in Minnesota, about 30% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.

#9,135
in Healthcare & Social Assistance (20,060 peers)
-14.7%
assets change YoY

The plan reported a net loss of $549K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan vs every filed plan by assets

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

$3,186,326 42nd percentile higher than 42% 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

Southeastern Minnesota Center for Independent Living, Inc. 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. Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan sits mid-pack in the medium band (334 participants).

DOL schedule card

Filing strip 411387414 · Southeastern Minnesota Center for Independent Living, Inc. PY 2022 · 401(k)

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan · $3M · 334 · 42nd

  • EIN $3M
  • RANK 334
  • PHOTO 42nd
  • IND 401(k)
  • EOY near Circle Y Saddles, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #9135

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 →

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan in the asset neighbourhood

Southeastern Minnesota Center for Independent Living, Inc. 403(b) PlanSoutheastern Minnesota Cente…$3MCircle Y Saddles, Inc. 401(k) Profit Sharing PlanCircle Y Saddles, Inc. 401(k…$3MClarity Clinic, LLC$3MThe Employees 401(k) Retirement Savings PlanThe Employees 401(k) Retirem…$3MSill Properties 401(k) Profit Sharing PlanSill Properties 401(k) Profi…$3M
End-of-year total assets ($M) among Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$549K
Employer EIN411387414
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Minnesota Center for Independent Living, Inc.)

Sponsor-wide plan assets over time

All Southeastern Minnesota Center for Independent Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.258273007846654% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.19M $4.25M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 334 $3M
2023 1 111 $4M
2024 1 218 $4M

Nearby 401(k) Plans in Minnesota

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

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan, Total assets ($B): 0.003186326 · Participants: 334Southeastern Minnesota Center for Independent Living, Inc. 403(b) 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
Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan side-by-side with 3 peers →

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Circle Y Saddles, Inc. 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Bemus Landscape 401(k) Plan in CA (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan assets move in 2022? ▼
Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan pulled back noticeably - down 14.7% during 2022, from $4M to $3M. Reported net income was -$549K.
How have Southeastern Minnesota Center for Independent Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Minnesota Center for Independent Living, Inc.'s sponsor-wide assets grew 33.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Circle Y Saddles, Inc. 401(k) Profit Sharing Plan in TX ($3M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bemus Landscape 401(k) Plan in CA (334 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 411387414.

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.