Other · DOL Form 5500 · 2022

Tasks Unlimited, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
74
Participants Small participant base
45th
Percentile by assets National rank
$52,012
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Plan of Tasks Unlimited, Inc. · Sponsored by Tasks Unlimited, Inc. · Minnesota · Healthcare & Social Assistance

$4M in assets, 74 participants

Tasks Unlimited, Inc.'s 403(b) Plan of Tasks Unlimited, Inc. reported $4M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #10,046 in Healthcare & Social Assistance (20,060 peers)

Tasks Unlimited, Inc. multi-year trail

Tasks Unlimited, Inc.'s plans moved +23.2% in assets from 2022 to 2024; this filing shows 403(b) Plan of Tasks Unlimited, Inc. at $4M / 74 participants.

#10,046
in Healthcare & Social Assistance (20,060 peers)
-21.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Plan of Tasks Unlimited, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Plan of Tasks Unlimited, Inc. vs every filed plan by assets

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

$3,848,851 45th percentile higher than 45% 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

403(b) Plan of Tasks Unlimited, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Plan of Tasks Unlimited, Inc. is a small filing (74 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 237087205 · Tasks Unlimited, Inc. PY 2022 · Other

403(b) Plan of Tasks Unlimited, Inc. · $4M · 74 · 45th

  • PART $4M
  • TYPE 74
  • NET 45th
  • BOOK Other
  • VS-ST near Employee Benefit Plan of Richcroft, Inc.
  • BOY ind #10046

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 →

403(b) Plan of Tasks Unlimited, Inc. in the asset neighbourhood

403(b) Plan of Tasks Unlimited, Inc.403(b) Plan of Tasks Unlimit…$4MEmployee Benefit Plan of Richcroft, Inc.Employee Benefit Plan of Ric…$4MAcord, Inc. 403(b) Retirement PlanAcord, Inc. 403(b) Retiremen…$4MHospice of Southern Illinois, Inc. 403(b) PlanHospice of Southern Illinois…$4MJewish Community Board of Akron, Inc. 403(b) PlanJewish Community Board of Ak…$4M
End-of-year total assets ($M) among 403(b) Plan of Tasks Unlimited, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tasks Unlimited, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tasks Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.186686104502357% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.85M $4.74M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 74 $4M
2023 1 69 $4M
2024 1 63 $5M

Tasks Unlimited, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN237087205
Plan Effective Date1980-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Plan of Tasks Unlimited, Inc. vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants 403(b) Plan of Tasks Unlimited, Inc., Total assets ($B): 0.003848851 · Participants: 74403(b) Plan of Tasks Unlimited, Inc.Mayo 403(b) Plan, Total assets ($B): 9.453323372 · Participants: 80932Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.739468957 · Participants: 10840Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.691827028 · Participants: 5009Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.583263225 · Participants: 20332Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.358032714 · Participants: 2317University of St. Thomas Retirement Plan
403(b) Plan of Tasks Unlimited, Inc. vs. nearby Other plans in Minnesota, assets vs. participants
Compare 403(b) Plan of Tasks Unlimited, Inc. side-by-side with 3 peers →

403(b) Plan of Tasks Unlimited, Inc.'s out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Employee Benefit Plan of Richcroft, Inc. in MD ($4M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 403(b) Plan of Tasks Unlimited, Inc. assets move in 2022? ▼
403(b) Plan of Tasks Unlimited, Inc. declined sharply - down 21.8% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Tasks Unlimited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tasks Unlimited, Inc.'s sponsor-wide assets grew 23.2%, from $4M to $5M.
Which Other plans are similar in size to 403(b) Plan of Tasks Unlimited, Inc.? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Richcroft, Inc. in MD ($4M, 180 participants).
Which Other plans cover a similar participant headcount to 403(b) Plan of Tasks Unlimited, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Hillbrook School Defined Contribution Retirement Plan in CA (74 participants, $15M 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 237087205.

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.