401(k) · DOL Form 5500 · 2023

Fiduciary Counselling, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
94
Participants Small participant base
86th
Percentile by assets National rank
$579,425
Avg per participant High balance/head
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Official DOL plan name: Fiduciary Counselling, Inc. Defined Contribution Retirement Plan · Sponsored by Fiduciary Counselling, Inc. · Minnesota · Professional & Technical Services

$54M in assets, 94 participants

Fiduciary Counselling, Inc.'s Fiduciary Counselling, Inc. Defined Contribution Retirement Plan reported $54M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,773 in Professional & Technical Services (20,321 peers)

Where Fiduciary Counselling, Inc. Defined Contribution Retirement Plan sits by assets

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $54M for 94 participants (~$579,425/participant), up 23.9% in 2023.

#17,773
in Professional & Technical Services (20,321 peers)
+23.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan's outsized position by total assets

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$54,465,948 Top 14% higher than 86% 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

Fiduciary Counselling, Inc. Defined Contribution Retirement 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. Fiduciary Counselling, Inc. Defined Contribution Retirement Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fiduciary Counselling, Inc. Defined Contribution Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Fiduciary Counselling, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Fiduciary Counselling, Inc. Defined Contribution Retirement Plan reported participants rose from 84 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410445819 · Fiduciary Counselling, Inc. PY 2023 · 401(k)

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan · $54M · 94 · 86th

  • TYPE $54M
  • TYPE 94
  • TYPE 86th
  • TYPE 401(k)
  • TYPE near Dean & Company 401(k) Profit Sharing Plan
  • TYPE ind #17773

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

Osg USA, Inc. Profit Sharing and 401(k) PlanOsg USA, Inc. Profit Sharing…$54MFiduciary Counselling, Inc. Defined Contribution Retirement PlanFiduciary Counselling, Inc. …$54MDean & Company 401(k) Profit Sharing PlanDean & Company 401(k) Profit…$54MGriswold Industries 401(k) Profit Sharing Retirement PlanGriswold Industries 401(k) P…$54MBci, Inc. 401(k) Profit Sharing PlanBci, Inc. 401(k) Profit Shar…$54M
End-of-year total assets ($M) among Fiduciary Counselling, Inc. Defined Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$54M
Net Income$10M
Employer EIN410445819
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Counselling, Inc.)

Sponsor-wide plan assets over time

All Fiduciary Counselling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 43.60915413202459% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44M $63.2M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 84 $44M
2023 1 94 $54M
2024 1 92 $63M

Nearby 401(k) Plans in Minnesota

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

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Fiduciary Counselling, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.054465948 · Participants: 94Fiduciary Counselling, Inc. Defined Contribution 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
Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Fiduciary Counselling, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Dean & Company 401(k) Profit Sharing Plan in VA ($54M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Fiduciary Counselling, Inc. Defined Contribution Retirement Plan assets move in 2023? ▼
Fiduciary Counselling, Inc. Defined Contribution Retirement Plan grew sharply - up 23.9% during 2023, from $44M to $54M. Reported net income was $10M.
How have Fiduciary Counselling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Counselling, Inc.'s sponsor-wide assets grew 43.6%, from $44M to $63M.
Where does Fiduciary Counselling, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Fiduciary Counselling, Inc. Defined Contribution Retirement Plan ranks in the 86th 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 Fiduciary Counselling, Inc. Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dean & Company 401(k) Profit Sharing Plan in VA ($54M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Fiduciary Counselling, Inc. Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 410445819.

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.