401(k) · DOL Form 5500 · 2022

Servion, Inc. Dba the Servion Group 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
253
Participants Below avg headcount
69th
Percentile by assets National rank
$48,854
Avg per participant Low balance/head
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Official DOL plan name: Servion, Inc. Dba the Servion Group 401(k) Plan · Sponsored by Servion, Inc. Dba the Servion Group · Minnesota · Finance & Insurance

$12M in assets, 253 participants

Servion, Inc. Dba the Servion Group's Servion, Inc. Dba the Servion Group 401(k) Plan reported $12M in total assets and 253 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,903 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Servion, Inc. Dba the Servion Group 401(k) Plan covers 253 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.

#4,903
in Finance & Insurance (9,261 peers)
-16.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Servion, Inc. Dba the Servion Group 401(k) Plan's outsized position by total assets

Servion, Inc. Dba the Servion Group 401(k) Plan vs every filed plan by assets

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

$12,360,017 Top 31% higher than 69% 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

Servion, Inc. Dba the Servion Group 401(k) 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. Servion, Inc. Dba the Servion Group 401(k) Plan sits mid-pack in the medium band (253 participants).

DOL schedule card

Filing strip 411592297 · Servion, Inc. Dba the Servion Group PY 2022 · 401(k)

Servion, Inc. Dba the Servion Group 401(k) Plan · $12M · 253 · 69th

  • EBSA $12M
  • EBSA 253
  • EBSA 69th
  • EBSA 401(k)
  • EBSA near Crl Technologies, Inc. 401(k) Plan
  • EBSA ind #4903

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Servion, Inc. Dba the Servion Group 401(k) Plan in the asset neighbourhood

Servion, Inc. Dba the Servion Group 401(k) PlanServion, Inc. Dba the Servio…$12MCrl Technologies, Inc. 401(k) PlanCrl Technologies, Inc. 401(k…$12MUnion Square Credit Union 401(k) PlanUnion Square Credit Union 40…$12MTroy Group, Inc. 401(k) Savings and Investment PlanTroy Group, Inc. 401(k) Savi…$12MFlowerwood Nursery, Inc. & Affiliates Profit Sharing Plan and TrustFlowerwood Nursery, Inc. & A…$12M
End-of-year total assets ($M) among Servion, Inc. Dba the Servion Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN411592297
Plan Effective Date1999-08-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Servion, Inc. Dba the Servion Group)

Sponsor-wide plan assets over time

All Servion, Inc. Dba the Servion Group plans reported in each filing year

Latest sponsor-wide plan assets
$18M 46.52165931486987% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.1M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 253 $12M
2023 1 208 $15M
2024 1 181 $18M

Nearby 401(k) Plans in Minnesota

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

Servion, Inc. Dba the Servion Group 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Servion, Inc. Dba the Servion Group 401(k) Plan, Total assets ($B): 0.012360017 · Participants: 253Servion, Inc. Dba the Servion Group 401(k) 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
Servion, Inc. Dba the Servion Group 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Servion, Inc. Dba the Servion Group 401(k) Plan side-by-side with 3 peers →

Servion, Inc. Dba the Servion Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Crl Technologies, Inc. 401(k) Plan in VA ($12M); by covered participants it is Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Servion, Inc. Dba the Servion Group 401(k) Plan assets move in 2022? ▼
Servion, Inc. Dba the Servion Group 401(k) Plan declined sharply - down 16.5% during 2022, from $15M to $12M. Reported net income was -$2M.
How have Servion, Inc. Dba the Servion Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Servion, Inc. Dba the Servion Group's sponsor-wide assets grew 46.5%, from $12M to $18M.
Which 401(k) plans are similar in size to Servion, Inc. Dba the Servion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crl Technologies, Inc. 401(k) Plan in VA ($12M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Servion, Inc. Dba the Servion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 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 411592297.

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.