401(k) · DOL Form 5500 · 2023

Tastefully Simple, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
69
Participants Small participant base
70th
Percentile by assets National rank
$247,164
Avg per participant Above avg balance/head
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Official DOL plan name: Tastefully Simple, Inc. 401(k) Plan & Trust · Sponsored by Tastefully Simple, Inc. · Minnesota · Wholesale Trade

$17M in assets, 69 participants

Tastefully Simple, Inc.'s Tastefully Simple, Inc. 401(k) Plan & Trust reported $17M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,133 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Tastefully Simple, Inc. 401(k) Plan & Trust holds $17M for 69 participants - about $247,164 per participant, above the median plan by assets.

#4,133
in Wholesale Trade (6,309 peers)
+6.8%
assets growth YoY

Tastefully Simple, Inc. 401(k) Plan & Trust's outsized position by total assets

Tastefully Simple, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$17,054,325 Top 30% higher than 70% 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

Tastefully Simple, Inc. 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tastefully Simple, Inc. 401(k) Plan & Trust is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tastefully Simple, Inc. 401(k) Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tastefully Simple, Inc. 401(k) Plan & Trust end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Tastefully Simple, Inc. 401(k) Plan & Trust reported participants fell from 74 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411811345 · Tastefully Simple, Inc. PY 2023 · 401(k)

Tastefully Simple, Inc. 401(k) Plan & Trust · $17M · 69 · 70th

  • 5500 $17M
  • 5500 69
  • 5500 70th
  • 5500 401(k)
  • 5500 near Sundance Institute 401(k) Retirement Plan
  • 5500 ind #4133

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Tastefully Simple, Inc. 401(k) Plan & Trust in the asset neighbourhood

Tastefully Simple, Inc. 401(k) Plan & TrustTastefully Simple, Inc. 401(…$17MSundance Institute 401(k) Retirement PlanSundance Institute 401(k) Re…$17MEdwards, Inc. Savings Plus PlanEdwards, Inc. Savings Plus P…$17MTremec Corporation 401(k) PlanTremec Corporation 401(k) Pl…$17MPackaging Services of Maryland, Inc. 401(k) PlanPackaging Services of Maryla…$17M
End-of-year total assets ($M) among Tastefully Simple, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN411811345
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tastefully Simple, Inc.)

Sponsor-wide plan assets over time

All Tastefully Simple, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 0.32154362995092084% vs 2022
2024 filing year
$15.5M$16M$16.5M$17M$17.5M 202220232024 $16M $15.9M ▼ -0.3%
Year Plans Participants Total Assets
2022 1 74 $16M
2023 1 69 $17M
2024 1 61 $16M

Nearby 401(k) Plans in Minnesota

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

Tastefully Simple, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Tastefully Simple, Inc. 401(k) Plan & Trust, Total assets ($B): 0.017054325 · Participants: 69Tastefully Simple, Inc. 401(k) Plan & TrustUnitedhealth 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
Tastefully Simple, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Tastefully Simple, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Tastefully Simple, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Sundance Institute 401(k) Retirement Plan in UT ($17M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Tastefully Simple, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Tastefully Simple, Inc. 401(k) Plan & Trust grew at a solid clip - up 6.8% during 2023, from $16M to $17M. Reported net income was $1M.
How have Tastefully Simple, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tastefully Simple, Inc.'s sponsor-wide assets declined 0.3%, from $16M to $16M.
Which 401(k) plans are similar in size to Tastefully Simple, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sundance Institute 401(k) Retirement Plan in UT ($17M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Tastefully Simple, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 411811345.

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.