401(k) · DOL Form 5500 · 2023

Toltz King Duvall Anderson and Associates Incorporated 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size: 343
Participants Below avg headcount: 87th
Percentile by assets National rank: $172,416
Avg per participant Above avg balance/head

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Official DOL plan name: Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan · Sponsored by Toltz King Duvall Anderson and Associates Incorporated · Minnesota · Professional & Technical Services

$59M in assets, 343 participants

Toltz King Duvall Anderson and Associates Incorporated's Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan reported $59M in total assets and 343 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

#17,941 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan covers 343 participants in Minnesota, about 30% of the average Minnesota filer (state average ~1,126 per filing). Assets: $59M.

#17,941
in Professional & Technical Services (20,321 peers): +22.9%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan's outsized position by total assets

Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan vs every filed plan by assets

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

$59,138,795 Top 13% higher than 87% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan sits mid-pack in the medium band (343 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan end-of-year assets rose from $48M in the plan year 2022 filing to $59M in the plan year 2023 filing.
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan reported participants rose from 312 in the plan year 2022 filing to 343 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410579540 · Toltz King Duvall Anderson and Associates Incorporated PY 2023 · 401(k)

Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan · $59M · 343 · 87th

VS-ST $59M
BOY 343
SCH 87th
EBSA 401(k)
PART near Precision Resource 401(k) Retirement Savings Plan
TYPE ind #17941

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 →

End-of-year total assets ($M) among Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)	$48M
Net Assets (End of Year)	$59M
Net Income	$11M
Employer EIN	410579540
Plan Effective Date	1966-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Toltz King Duvall Anderson and Associates Incorporated)

Latest sponsor-wide plan assets: $126M 34.01152975553083% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	629	$94M
2023	2	688	$111M
2024	2	759	$126M

Nearby 401(k) Plans in Minnesota

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

Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
Target Corporation 401(k) Plan $13.0B · 432,617
Medtronic Savings and Investment Plan $12.9B · 44,342
3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
U.S. Bank 401(k) Savings Plan $10.3B · 75,272

Compare Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan side-by-side with 3 peers →

Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Precision Resource 401(k) Retirement Savings Plan in CT ($59M); by covered participants it is Maos, Inc. 401(k) Salary Savings Plan in NY (343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Precision Resource 401(k) Retirement Savings Plan (CT) $59M · 463
The Deacon 401(k) Plan (CA) $59M · 313
Madison Emergency Physicians, S.C. Profit Sharing Plan (WI) $59M · 114
Whatcom Educational Credit Union Retirement Plan (WA) $59M · 396

Similar participant headcount

Nearest other-state filings by covered participants (343 participants); asset peers above are excluded.

Maos, Inc. 401(k) Salary Savings Plan (NY) 343 · 0 off
Ahs Residential, LLC 401(k) Plan (FL) 343 · 0 off
Preferred Employer Plan Fbo Madwire, LLC (AZ) 343 · 0 off
Firstbank 401(k) Retirement Plan for Residents of the U.S. Virgin Islands and the USA (PR) 343 · 0 off

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 Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan assets move in 2023? ▼

Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan grew sharply - up 22.9% during 2023, from $48M to $59M. Reported net income was $11M.

How have Toltz King Duvall Anderson and Associates Incorporated plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Toltz King Duvall Anderson and Associates Incorporated's sponsor-wide assets grew 34.0%, from $94M to $126M.

Where does Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan rank by assets among Form 5500 filers? ▼

Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Precision Resource 401(k) Retirement Savings Plan in CT ($59M, 463 participants).

Which 401(k) plans cover a similar participant headcount to Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Maos, Inc. 401(k) Salary Savings Plan in NY (343 participants, N/A 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 410579540.