401(k) · DOL Form 5500 · 2023

Dr. Kelsey Milbert, P.a. 401(k) Plan

Data updated 2026-08-25

$992K
Total assets Small plan by assets
12
Participants Small participant base
24th
Percentile by assets National rank
$82,660
Avg per participant Below avg balance/head
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Official DOL plan name: Dr. Kelsey Milbert, P.a. Employee 401(k) Plan · Sponsored by Dr. Kelsey Milbert, P.a. · Minnesota · Healthcare & Social Assistance

$992K in assets, 12 participants

Dr. Kelsey Milbert, P.a.'s Dr. Kelsey Milbert, P.a. Employee 401(k) Plan reported $992K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,425 in Healthcare & Social Assistance (17,684 peers)

Dr. Kelsey Milbert, P.a. multi-year trail

Dr. Kelsey Milbert, P.a.'s plans moved +28.1% in assets from 2022 to 2024; this filing shows Dr. Kelsey Milbert, P.a. Employee 401(k) Plan at $992K / 12 participants.

#3,425
in Healthcare & Social Assistance (17,684 peers)
+10.8%
assets growth YoY

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan among the smaller filed plans by assets

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan vs every filed plan by assets

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

$991,920 24th percentile higher than 24% 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

Dr. Kelsey Milbert, P.a. Employee 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. Dr. Kelsey Milbert, P.a. Employee 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dr. Kelsey Milbert, P.a. Employee 401(k) Plan reported net income rose from -$410K in the plan year 2022 filing to $97K in the plan year 2023 filing.
  • Dr. Kelsey Milbert, P.a. Employee 401(k) Plan end-of-year assets rose from $895K in the plan year 2022 filing to $992K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 853018091 · Dr. Kelsey Milbert, P.a. PY 2023 · 401(k)

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan · $992K · 12 · 24th

  • 5500 $992K
  • 5500 12
  • 5500 24th
  • 5500 401(k)
  • 5500 near Sorelle Tree Farm, Inc. 401(k) Plan
  • 5500 ind #3425

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 →

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan in the asset neighbourhood

Dr. Kelsey Milbert, P.a. Employee 401(k) PlanDr. Kelsey Milbert, P.a. Emp…$992KSorelle Tree Farm, Inc. 401(k) PlanSorelle Tree Farm, Inc. 401(…$992KSpangler Enterprises Inc. Retirement PlanSpangler Enterprises Inc. Re…$992KTristate Brokers Corp. 401(k) PlanTristate Brokers Corp. 401(k…$992KHomelight Settlement 401(k) PlanHomelight Settlement 401(k) …$992K
End-of-year total assets ($M) among Dr. Kelsey Milbert, P.a. Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dr. Kelsey Milbert, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Dr. Kelsey Milbert, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.062714344761332% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.9M $1.15M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 12 $895K
2023 1 12 $992K
2024 1 13 $1M

Dr. Kelsey Milbert, P.a. filing trail (2023)

Total Assets (Beginning of Year)$895K
Net Assets (End of Year)$992K
Net Income$97K
Employer EIN853018091
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Dr. Kelsey Milbert, P.a. Employee 401(k) Plan, Total assets ($B): 0.00099192 · Participants: 12Dr. Kelsey Milbert, P.a. Employee 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
Dr. Kelsey Milbert, P.a. Employee 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Dr. Kelsey Milbert, P.a. Employee 401(k) Plan side-by-side with 3 peers →

Dr. Kelsey Milbert, P.a. Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Sorelle Tree Farm, Inc. 401(k) Plan in TX ($992K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($992K here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Dr. Kelsey Milbert, P.a. Employee 401(k) Plan assets move in 2023? ▼
Dr. Kelsey Milbert, P.a. Employee 401(k) Plan grew at a solid clip - up 10.8% during 2023, from $895K to $992K. Reported net income was $97K.
How have Dr. Kelsey Milbert, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr. Kelsey Milbert, P.a.'s sponsor-wide assets grew 28.1%, from $895K to $1M.
Where does Dr. Kelsey Milbert, P.a. Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Dr. Kelsey Milbert, P.a. Employee 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Dr. Kelsey Milbert, P.a. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sorelle Tree Farm, Inc. 401(k) Plan in TX ($992K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Dr. Kelsey Milbert, P.a. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 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 853018091.

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.