401(k) · DOL Form 5500 · 2022

Interstate Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
1,485
Participants Near avg headcount
91st
Percentile by assets National rank
$48,040
Avg per participant Low balance/head
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Official DOL plan name: Interstate and Istate 401(k) Profit Sharing Plan · Sponsored by Interstate Companies, Inc. · Minnesota · Professional & Technical Services

$71M in assets, 1,485 participants

Interstate Companies, Inc.'s Interstate and Istate 401(k) Profit Sharing Plan reported $71M in total assets and 1,485 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,799 in Professional & Technical Services (21,562 peers)

Where Interstate and Istate 401(k) Profit Sharing Plan sits by assets

Interstate and Istate 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $71M for 1,485 participants (~$48,040/participant), down 14.4% in 2022.

#19,799
in Professional & Technical Services (21,562 peers)
-14.4%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Interstate and Istate 401(k) Profit Sharing Plan's outsized position by total assets

Interstate and Istate 401(k) Profit Sharing Plan vs every filed plan by assets

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

$71,339,220 Top 9% higher than 91% 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

Interstate and Istate 401(k) Profit Sharing 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. Interstate and Istate 401(k) Profit Sharing Plan lands in the large band (1,485 participants).

Form 5500 schedule snapshot

Filing strip 411634358 · Interstate Companies, Inc. PY 2022 · 401(k)

Interstate and Istate 401(k) Profit Sharing Plan · $71M · 1,485 · 91st

  • ASSETS $71M
  • ASSETS 1,485
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near Epredia Savings and Retirement Plan
  • ASSETS ind #19799

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 →

Interstate and Istate 401(k) Profit Sharing Plan in the asset neighbourhood

Peak6 Group LLC 401(k) Ps PlanPeak6 Group LLC 401(k) Ps Pl…$71MThe Bancorp, Inc. 401(k) Plan$71MInterstate and Istate 401(k) Profit Sharing PlanInterstate and Istate 401(k)…$71MEpredia Savings and Retirement PlanEpredia Savings and Retireme…$71MPerry Homes, LLC 401(k) Profit Sharing PlanPerry Homes, LLC 401(k) Prof…$71M
End-of-year total assets ($M) among Interstate and Istate 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$71M
Net Income-$12M
Employer EIN411634358
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interstate Companies, Inc.)

Sponsor-wide plan assets over time

All Interstate Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100M 39.57933097670538% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $71.3M $99.6M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 1,485 $71M
2023 1 1,527 $88M
2024 1 1,536 $100M

Nearby 401(k) Plans in Minnesota

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

Interstate and Istate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Interstate and Istate 401(k) Profit Sharing Plan, Total assets ($B): 0.07133922 · Participants: 1485Interstate and Istate 401(k) Profit Sharing 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
Interstate and Istate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Interstate and Istate 401(k) Profit Sharing Plan side-by-side with 3 peers →

Interstate and Istate 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Epredia Savings and Retirement Plan in NJ ($71M); by covered participants it is Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan in CA (1,485 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,485 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 Interstate and Istate 401(k) Profit Sharing Plan assets move in 2022? ▼
Interstate and Istate 401(k) Profit Sharing Plan pulled back noticeably - down 14.4% during 2022, from $83M to $71M. Reported net income was -$12M.
How have Interstate Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interstate Companies, Inc.'s sponsor-wide assets grew 39.6%, from $71M to $100M.
Where does Interstate and Istate 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Interstate and Istate 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Interstate and Istate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epredia Savings and Retirement Plan in NJ ($71M, 626 participants).
Which 401(k) plans cover a similar participant headcount to Interstate and Istate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan in CA (1,485 participants, $60M 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 411634358.

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.