Other · DOL Form 5500 · 2022

Scott-Carver-Dakota Cap Agency Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
117
Participants Small participant base
44th
Percentile by assets National rank
$30,358
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. · Sponsored by Scott-Carver-Dakota Cap Agency · Minnesota · Healthcare & Social Assistance

$4M in assets, 117 participants

Scott-Carver-Dakota Cap Agency's Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. reported $4M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,654 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. covers 117 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#9,654
in Healthcare & Social Assistance (20,060 peers)
-20.1%
assets change YoY

The plan reported a net loss of $893K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. vs every filed plan by assets

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

$3,551,886 44th percentile higher than 44% 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

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. 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. Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. sits mid-pack in the medium band (117 participants).

EBSA filing schedule strip

Filing strip 410903890 · Scott-Carver-Dakota Cap Agency PY 2022 · Other

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. · $4M · 117 · 44th

  • TYPE $4M
  • TYPE 117
  • TYPE 44th
  • TYPE Other
  • TYPE near Tarc 403b Retirement Plan
  • TYPE ind #9654

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 →

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. in the asset neighbourhood

Norfolk Christian Schools 403(b) Retirement PlanNorfolk Christian Schools 40…$4MEmployee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.Employee Benefit Plan of Sco…$4MTarc 403b Retirement Plan$4MOpportunity Foundation Employee Retirement PlanOpportunity Foundation Emplo…$4MSfsl Affiliates 403(b) Retirement PlanSfsl Affiliates 403(b) Retir…$4M
End-of-year total assets ($M) among Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$893K
Employer EIN410903890
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scott-Carver-Dakota Cap Agency)

Sponsor-wide plan assets over time

All Scott-Carver-Dakota Cap Agency plans reported in each filing year

Latest sponsor-wide plan assets
$5M 41.581261335527095% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.55M $5.03M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 117 $4M
2023 1 149 $4M
2024 1 176 $5M

Nearby Other Plans in Minnesota

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

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc., Total assets ($B): 0.003551886 · Participants: 117Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, 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
Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. vs. nearby Other plans in Minnesota, assets vs. participants
Compare Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.'s out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Tarc 403b Retirement Plan in LA ($4M); by covered participants it is Grassroots Crisis Intervention Center, Inc 403(b) Tax Deferred Annuity Plan in MD (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. assets move in 2022? ▼
Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. declined sharply - down 20.1% during 2022, from $4M to $4M. Reported net income was -$893K.
How have Scott-Carver-Dakota Cap Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott-Carver-Dakota Cap Agency's sponsor-wide assets grew 41.6%, from $4M to $5M.
Which Other plans are similar in size to Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.? ▼
Among Other plans in other states, the closest by assets is Tarc 403b Retirement Plan in LA ($4M, 85 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Grassroots Crisis Intervention Center, Inc 403(b) Tax Deferred Annuity Plan in MD (117 participants, $867K 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 410903890.

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.