401(k) · DOL Form 5500 · 2023

Elder-Jones, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
132
Participants Small participant base
62nd
Percentile by assets National rank
$90,402
Avg per participant Below avg balance/head
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Official DOL plan name: Elder-Jones, Inc. 401(k) Profit Sharing Plan · Sponsored by Elder-Jones, Inc. · Minnesota · Administrative & Support Services

$12M in assets, 132 participants

Elder-Jones, Inc.'s Elder-Jones, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,476 in Administrative & Support Services (4,372 peers)

Coverage in Minnesota

Elder-Jones, Inc. 401(k) Profit Sharing Plan covers 132 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.

#3,476
in Administrative & Support Services (4,372 peers)
+4.2%
assets growth YoY

Elder-Jones, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Elder-Jones, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,933,097 Top 38% higher than 62% 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

Elder-Jones, Inc. 401(k) Profit Sharing 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. Elder-Jones, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elder-Jones, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $480K in the plan year 2023 filing.
  • Elder-Jones, Inc. 401(k) Profit Sharing Plan reported participants rose from 120 in the plan year 2022 filing to 132 in the plan year 2023 filing.
  • Elder-Jones, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410974888 · Elder-Jones, Inc. PY 2023 · 401(k)

Elder-Jones, Inc. 401(k) Profit Sharing Plan · $12M · 132 · 62nd

  • PCT $12M
  • PCT 132
  • PCT 62nd
  • PCT 401(k)
  • PCT near Dakota Nation 401(k) Plan and Trust
  • PCT ind #3476

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 Administrative & Support Services retirement plans → · Plans in Minnesota →

Elder-Jones, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Elder-Jones, Inc. 401(k) Profit Sharing PlanElder-Jones, Inc. 401(k) Pro…$12MDakota Nation 401(k) Plan and TrustDakota Nation 401(k) Plan an…$12MAriston USA, LLC Profit Sharing PlanAriston USA, LLC Profit Shar…$12MAuburn National Bancorporation, Inc. 401(k) PlanAuburn National Bancorporati…$12MMoebius Solutions, Inc. 401(k) PlanMoebius Solutions, Inc. 401(…$12M
End-of-year total assets ($M) among Elder-Jones, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$480K
Employer EIN410974888
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elder-Jones, Inc.)

Sponsor-wide plan assets over time

All Elder-Jones, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.370745376068848% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.5M $12.4M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 120 $11M
2023 1 132 $12M
2024 1 111 $12M

Nearby 401(k) Plans in Minnesota

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

Elder-Jones, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Elder-Jones, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011933097 · Participants: 132Elder-Jones, Inc. 401(k) Profit Sharing 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
Elder-Jones, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Elder-Jones, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Elder-Jones, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Dakota Nation 401(k) Plan and Trust in ND ($12M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Elder-Jones, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Elder-Jones, Inc. 401(k) Profit Sharing Plan edged up modestly - up 4.2% during 2023, from $11M to $12M. Reported net income was $480K.
How have Elder-Jones, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elder-Jones, Inc.'s sponsor-wide assets grew 8.4%, from $11M to $12M.
Which 401(k) plans are similar in size to Elder-Jones, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dakota Nation 401(k) Plan and Trust in ND ($12M, 712 participants).
Which 401(k) plans cover a similar participant headcount to Elder-Jones, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 410974888.

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.