401(k) · DOL Form 5500 · 2023

College Possible 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
156
Participants Small participant base
58th
Percentile by assets National rank
$61,801
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: College Possible 401(k) Plan · Sponsored by College Possible · Minnesota · Educational Services

$10M in assets, 156 participants

College Possible's College Possible 401(k) Plan reported $10M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,534 in Educational Services (3,735 peers)

Coverage in Minnesota

College Possible 401(k) Plan covers 156 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#1,534
in Educational Services (3,735 peers)
+34.7%
assets growth YoY

College Possible 401(k) Plan's mid-pack asset rank among Educational Services and all filers

College Possible 401(k) Plan vs every filed plan by assets

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

$9,641,030 Top 42% higher than 58% 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

College Possible 401(k) 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. College Possible 401(k) Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • College Possible 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • College Possible 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • College Possible 401(k) Plan reported participants fell from 166 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411968798 · College Possible PY 2023 · 401(k)

College Possible 401(k) Plan · $10M · 156 · 58th

  • BOY $10M
  • BOY 156
  • BOY 58th
  • BOY 401(k)
  • BOY near R & a Cpas, P.C. 401(k) Profit Sharing Plan
  • BOY ind #1534

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 Educational Services retirement plans → · Plans in Minnesota →

College Possible 401(k) Plan in the asset neighbourhood

College Possible 401(k) Plan$10MR & a Cpas, P.C. 401(k) Profit Sharing PlanR & a Cpas, P.C. 401(k) Prof…$10MWindtree Therapeutics, Inc. 401(k) PlanWindtree Therapeutics, Inc. …$10MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$10MPb Bancshares, Inc. ESOP W/401(k) ProvisionsPb Bancshares, Inc. ESOP W/4…$10M
End-of-year total assets ($M) among College Possible 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN411968798
Plan Effective Date2007-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (College Possible)

Sponsor-wide plan assets over time

All College Possible plans reported in each filing year

Latest sponsor-wide plan assets
$12M 64.71459975393374% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.16M $11.8M ▲ +64.7%
Year Plans Participants Total Assets
2022 1 166 $7M
2023 1 156 $10M
2024 1 193 $12M

Nearby 401(k) Plans in Minnesota

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

College Possible 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants College Possible 401(k) Plan, Total assets ($B): 0.00964103 · Participants: 156College Possible 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
College Possible 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare College Possible 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is R & a Cpas, P.C. 401(k) Profit Sharing Plan in AZ ($10M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 College Possible 401(k) Plan assets move in 2023? ▼
College Possible 401(k) Plan surged - up 34.7% during 2023, from $7M to $10M. Reported net income was $2M.
How have College Possible plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), College Possible's sponsor-wide assets grew 64.7%, from $7M to $12M.
Which 401(k) plans are similar in size to College Possible 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R & a Cpas, P.C. 401(k) Profit Sharing Plan in AZ ($10M, 43 participants).
Which 401(k) plans cover a similar participant headcount to College Possible 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 411968798.

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.