401(k) · DOL Form 5500 · 2023

Investment Rarities, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
29
Participants Small participant base
36th
Percentile by assets National rank
$107,424
Avg per participant Below avg balance/head
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Official DOL plan name: Investment Rarities, Inc. 401(k) Plan · Sponsored by Investment Rarities, Inc. · Minnesota · Wholesale Trade

$3M in assets, 29 participants

Investment Rarities, Inc.'s Investment Rarities, Inc. 401(k) Plan reported $3M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,600 in Wholesale Trade (6,309 peers)

Investment Rarities, Inc. multi-year trail

Investment Rarities, Inc.'s plans moved +27.1% in assets from 2022 to 2024; this filing shows Investment Rarities, Inc. 401(k) Plan at $3M / 29 participants.

#1,600
in Wholesale Trade (6,309 peers)
+12.4%
assets growth YoY

Investment Rarities, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Investment Rarities, Inc. 401(k) Plan vs every filed plan by assets

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

$3,115,297 36th percentile higher than 36% 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

Investment Rarities, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investment Rarities, Inc. 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Investment Rarities, Inc. 401(k) Plan reported net income rose from -$231K in the plan year 2022 filing to $344K in the plan year 2023 filing.
  • Investment Rarities, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Investment Rarities, Inc. 401(k) Plan reported participants rose from 27 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411231470 · Investment Rarities, Inc. PY 2023 · 401(k)

Investment Rarities, Inc. 401(k) Plan · $3M · 29 · 36th

  • PHOTO $3M
  • PHOTO 29
  • PHOTO 36th
  • PHOTO 401(k)
  • PHOTO near Porter & Associates Inc 401(k) Profit Sharing Plan
  • PHOTO ind #1600

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Investment Rarities, Inc. 401(k) Plan in the asset neighbourhood

Investment Rarities, Inc. 401(k) PlanInvestment Rarities, Inc. 40…$3MPorter & Associates Inc 401(k) Profit Sharing PlanPorter & Associates Inc 401(…$3MBlue Crab Corporate Services, LLCBlue Crab Corporate Services…$3MWest Pack, Inc. 401(k) Profit Sharing PlanWest Pack, Inc. 401(k) Profi…$3MTexas Medical Center Hospital Laundry Cooperative Association 401(k)Texas Medical Center Hospita…$3M
End-of-year total assets ($M) among Investment Rarities, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Investment Rarities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Investment Rarities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.08575737404459% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.77M $3.52M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 29 $3M
2024 1 29 $4M

Investment Rarities, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$344K
Employer EIN411231470
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Investment Rarities, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Investment Rarities, Inc. 401(k) Plan, Total assets ($B): 0.003115297 · Participants: 29Investment Rarities, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Investment Rarities, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Investment Rarities, Inc. 401(k) Plan side-by-side with 3 peers →

Investment Rarities, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Porter & Associates Inc 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Investment Rarities, Inc. 401(k) Plan assets move in 2023? ▼
Investment Rarities, Inc. 401(k) Plan grew at a solid clip - up 12.4% during 2023, from $3M to $3M. Reported net income was $344K.
How have Investment Rarities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investment Rarities, Inc.'s sponsor-wide assets grew 27.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Investment Rarities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Porter & Associates Inc 401(k) Profit Sharing Plan in CA ($3M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Investment Rarities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 411231470.

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.