Profit Sharing · DOL Form 5500 · 2023

Ellis Peilen & Son Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Ellis Peilen & Son Inc. · Sponsored by Ellis Peilen & Son Inc. · Minnesota · Finance & Insurance

$3M in assets, 2 participants

Ellis Peilen & Son Inc.'s Ellis Peilen & Son Inc. reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,267 in Finance & Insurance (8,869 peers)

Ellis Peilen & Son Inc. multi-year trail

Ellis Peilen & Son Inc.'s plans moved +17.4% in assets from 2022 to 2024; this filing shows Ellis Peilen & Son Inc. at $3M / 2 participants.

#2,267
in Finance & Insurance (8,869 peers)
+8.0%
assets growth YoY

Ellis Peilen & Son Inc.'s mid-pack asset rank among Finance & Insurance and all filers

Ellis Peilen & Son Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,205,117 37th percentile higher than 37% of 127,068 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 2023

Ellis Peilen & Son Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellis Peilen & Son Inc. is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ellis Peilen & Son Inc. reported net income rose from -$511K in the plan year 2022 filing to $237K in the plan year 2023 filing.
  • Ellis Peilen & Son Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411278172 · Ellis Peilen & Son Inc. PY 2023 · Profit Sharing

Ellis Peilen & Son Inc. · $3M · 2 · 37th

  • EIN $3M
  • RANK 2
  • PHOTO 37th
  • IND Profit Sharing
  • EOY near Gcm Retirement Plan
  • 5500 ind #2267

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 →

Ellis Peilen & Son Inc. in the asset neighbourhood

Ellis Peilen & Son Inc.$3MGcm Retirement Plan$3MT.V. Venkataraman Profit Sharing PlanT.V. Venkataraman Profit Sha…$3MCornelia Nixon Davis, Inc. Retirement PlanCornelia Nixon Davis, Inc. R…$3MPomme Rouge Properties Corp. Retirement PlanPomme Rouge Properties Corp.…$3M
End-of-year total assets ($M) among Ellis Peilen & Son Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ellis Peilen & Son Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ellis Peilen & Son Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.383877951595103% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.97M $3.48M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Ellis Peilen & Son Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$237K
Employer EIN411278172
Plan Effective Date1977-08-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

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

Ellis Peilen & Son Inc. vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Ellis Peilen & Son Inc., Total assets ($B): 0.003205117 · Participants: 2Ellis Peilen & Son Inc.Essentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Ellis Peilen & Son Inc. vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Ellis Peilen & Son Inc. side-by-side with 3 peers →

Ellis Peilen & Son Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Gcm Retirement Plan in PR ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ellis Peilen & Son Inc. assets move in 2023? ▼
Ellis Peilen & Son Inc. grew at a solid clip - up 8.0% during 2023, from $3M to $3M. Reported net income was $237K.
How have Ellis Peilen & Son Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellis Peilen & Son Inc.'s sponsor-wide assets grew 17.4%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Ellis Peilen & Son Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Gcm Retirement Plan in PR ($3M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Ellis Peilen & Son Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411278172.

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.