401(k) · DOL Form 5500 · 2022
Stubbe & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $105,004
- Avg per participant Below avg balance/head
Official DOL plan name: Stubbe & Associates, Inc. Savings Plan · Sponsored by Stubbe & Associates, Inc. · Minnesota · Professional & Technical Services
$12M in assets, 117 participants
Stubbe & Associates, Inc.'s Stubbe & Associates, Inc. Savings Plan reported $12M in total assets and 117 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.
- #14,709 in Professional & Technical Services (21,562 peers)
Coverage in Minnesota
Stubbe & Associates, Inc. Savings Plan covers 117 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.
- #14,709
- in Professional & Technical Services (21,562 peers)
- -14.3%
- 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.
Stubbe & Associates, Inc. Savings Plan's outsized position by total assets
Stubbe & Associates, Inc. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,285,436 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Stubbe & Associates, Inc. Savings 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. Stubbe & Associates, Inc. Savings Plan sits mid-pack in the medium band (117 participants).
DOL schedule card
Filing strip 411546926 · Stubbe & Associates, Inc. PY 2022 · 401(k)
Stubbe & Associates, Inc. Savings Plan · $12M · 117 · 69th
- EBSA $12M
- EBSA 117
- EBSA 69th
- EBSA 401(k)
- EBSA near Ted Moudis Associates 401(k) Plan
- EBSA ind #14709
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 →
Stubbe & Associates, Inc. Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 411546926 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stubbe & Associates, Inc.)
Sponsor-wide plan assets over time
All Stubbe & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 6.278840847182189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 235 | $16M |
| 2023 | 2 | 234 | $16M |
| 2024 | 2 | 250 | $15M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Stubbe & Associates, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Ted Moudis Associates 401(k) Plan in NY ($12M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Ted Moudis Associates 401(k) Plan (NY) $12M · 85
- Cr Legal Team, LLP 401(k) Plan (NC) $12M · 134
- Coast Citrus Distributors Inc. 401(k) Profit Sharing Plan (CA) $12M · 151
- Weifield Group 401(k) Retirement Plan (CO) $12M · 244
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.