401(k) · DOL Form 5500 · 2022

Mahoney, Ulbrich, Christiansen & Russ, P.a. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
70
Participants Small participant base
74th
Percentile by assets National rank
$226,757
Avg per participant Above avg balance/head
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Official DOL plan name: Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust · Sponsored by Mahoney, Ulbrich, Christiansen & Russ, P.a. · Minnesota · Professional & Technical Services

$16M in assets, 70 participants

Mahoney, Ulbrich, Christiansen & Russ, P.a.'s Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust reported $16M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,788 in Professional & Technical Services (21,562 peers)

Mahoney, Ulbrich, Christiansen & Russ, P.a. multi-year trail

Mahoney, Ulbrich, Christiansen & Russ, P.a.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust at $16M / 70 participants.

#15,788
in Professional & Technical Services (21,562 peers)
-22.3%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust's outsized position by total assets

Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust vs every filed plan by assets

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

$15,872,978 Top 26% higher than 74% 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

Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust is a small filing (70 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 411647057 · Mahoney, Ulbrich, Christiansen & Russ, P.a. PY 2022 · 401(k)

Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust · $16M · 70 · 74th

  • EBSA $16M
  • PART 70
  • TYPE 74th
  • NET 401(k)
  • BOOK near Bridgeway Connects, Inc. and Subsidiaries Retirement Plan
  • VS-ST ind #15788

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 →

Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust in the asset neighbourhood

Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & TrustMahoney, Ulbrich, Christians…$16MBridgeway Connects, Inc. and Subsidiaries Retirement PlanBridgeway Connects, Inc. and…$16MCalbag Metals Company Profit Sharing PlanCalbag Metals Company Profit…$16MBcf Solutions 401(k) Plan$16MHaynie & Co. 401(k) Plan$16M
End-of-year total assets ($M) among Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mahoney, Ulbrich, Christiansen & Russ, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Mahoney, Ulbrich, Christiansen & Russ, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 30.917241868539097% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.9M $20.8M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 70 $16M
2023 1 68 $17M
2024 1 72 $21M

Mahoney, Ulbrich, Christiansen & Russ, P.a. filing trail (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$5M
Employer EIN411647057
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust, Total assets ($B): 0.015872978 · Participants: 70Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & TrustUnitedhealth 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
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust side-by-side with 3 peers →

Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Bridgeway Connects, Inc. and Subsidiaries Retirement Plan in PA ($16M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust assets move in 2022? ▼
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust declined sharply - down 22.3% during 2022, from $20M to $16M. Reported net income was -$5M.
How have Mahoney, Ulbrich, Christiansen & Russ, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mahoney, Ulbrich, Christiansen & Russ, P.a.'s sponsor-wide assets grew 30.9%, from $16M to $21M.
Which 401(k) plans are similar in size to Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bridgeway Connects, Inc. and Subsidiaries Retirement Plan in PA ($16M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants, $89K 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 411647057.

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.