401(k) · DOL Form 5500 · 2023

GENEVIVE 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
169
Participants Small participant base
81st
Percentile by assets National rank
$206,443
Avg per participant Above avg balance/head
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Official DOL plan name: Genevive Retirement Plan · Sponsored by GENEVIVE · Minnesota · Healthcare & Social Assistance

$35M in assets, 169 participants

GENEVIVE's Genevive Retirement Plan reported $35M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,873 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Genevive Retirement Plan covers 169 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $35M.

#14,873
in Healthcare & Social Assistance (17,684 peers)
+24.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Genevive Retirement Plan's outsized position by total assets

Genevive Retirement Plan vs every filed plan by assets

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

$34,888,920 Top 19% higher than 81% 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

Genevive Retirement 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. Genevive Retirement Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Genevive Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Genevive Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Genevive Retirement Plan reported participants rose from 165 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 453357936 · GENEVIVE PY 2023 · 401(k)

Genevive Retirement Plan · $35M · 169 · 81st

  • TYPE $35M
  • TYPE 169
  • TYPE 81st
  • TYPE 401(k)
  • TYPE near Fletcher Tilton PC Profit Sharing Plan and Trust
  • TYPE ind #14873

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 →

Genevive Retirement Plan in the asset neighbourhood

Telcor Inc 401(k) Profit Sharing PlanTelcor Inc 401(k) Profit Sha…$35MGenevive Retirement Plan$35MFletcher Tilton PC Profit Sharing Plan and TrustFletcher Tilton PC Profit Sh…$35MPuma Biotechnology, Inc. 401(k) PlanPuma Biotechnology, Inc. 401…$35MSmartthings 401(k) Plan$35M
End-of-year total assets ($M) among Genevive Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN453357936
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GENEVIVE)

Sponsor-wide plan assets over time

All GENEVIVE plans reported in each filing year

Latest sponsor-wide plan assets
$41M 47.46302333637693% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28M $41.4M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 165 $28M
2023 1 169 $35M
2024 1 164 $41M

Nearby 401(k) Plans in Minnesota

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

Genevive Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Genevive Retirement Plan, Total assets ($B): 0.03488892 · Participants: 169Genevive Retirement 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
Genevive Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Genevive Retirement Plan side-by-side with 3 peers →

Genevive Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Fletcher Tilton PC Profit Sharing Plan and Trust in MA ($35M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Genevive Retirement Plan assets move in 2023? ▼
Genevive Retirement Plan grew sharply - up 24.4% during 2023, from $28M to $35M. Reported net income was $7M.
How have GENEVIVE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), GENEVIVE's sponsor-wide assets grew 47.5%, from $28M to $41M.
Where does Genevive Retirement Plan rank by assets among Form 5500 filers? ▼
Genevive Retirement Plan ranks in the 81st 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 Genevive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fletcher Tilton PC Profit Sharing Plan and Trust in MA ($35M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Genevive Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 453357936.

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.