401(k) · DOL Form 5500 · 2023

Interstate Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
1,527
Participants Near avg headcount
90th
Percentile by assets National rank
$57,680
Avg per participant Low balance/head
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Official DOL plan name: Interstate and Istate 401(k) Profit Sharing Plan · Sponsored by Interstate Companies, Inc. · Minnesota · Professional & Technical Services

$88M in assets, 1,527 participants

Interstate Companies, Inc.'s Interstate and Istate 401(k) Profit Sharing Plan reported $88M in total assets and 1,527 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,609 in Professional & Technical Services (20,321 peers)

Where Interstate and Istate 401(k) Profit Sharing Plan sits by assets

Interstate and Istate 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $88M for 1,527 participants (~$57,680/participant), up 23.5% in 2023.

#18,609
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Interstate and Istate 401(k) Profit Sharing Plan's outsized position by total assets

Interstate and Istate 401(k) Profit Sharing Plan vs every filed plan by assets

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

$88,077,884 Top 10% higher than 90% 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

Interstate and Istate 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Interstate and Istate 401(k) Profit Sharing Plan lands in the large band (1,527 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Interstate and Istate 401(k) Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Interstate and Istate 401(k) Profit Sharing Plan end-of-year assets rose from $71M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Interstate and Istate 401(k) Profit Sharing Plan reported participants rose from 1,485 in the plan year 2022 filing to 1,527 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411634358 · Interstate Companies, Inc. PY 2023 · 401(k)

Interstate and Istate 401(k) Profit Sharing Plan · $88M · 1,527 · 90th

  • RANK $88M
  • PHOTO 1,527
  • IND 90th
  • EOY 401(k)
  • 5500 near Quantum Health, Inc. 401(k) Plan
  • ASSETS ind #18609

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 →

Interstate and Istate 401(k) Profit Sharing Plan in the asset neighbourhood

American Radiology Associates, P.a. Retirement PlanAmerican Radiology Associate…$88MSt. Joseph and Covenant Health Systems 403(b) PlanSt. Joseph and Covenant Heal…$88MInterstate and Istate 401(k) Profit Sharing PlanInterstate and Istate 401(k)…$88MQuantum Health, Inc. 401(k) PlanQuantum Health, Inc. 401(k) …$88MRheinmetall Group USA 401(k) Retirement PlanRheinmetall Group USA 401(k)…$88M
End-of-year total assets ($M) among Interstate and Istate 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$88M
Net Income$17M
Employer EIN411634358
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interstate Companies, Inc.)

Sponsor-wide plan assets over time

All Interstate Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100M 39.57933097670538% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $71.3M $99.6M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 1,485 $71M
2023 1 1,527 $88M
2024 1 1,536 $100M

Nearby 401(k) Plans in Minnesota

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

Interstate and Istate 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 ($B) Participants Interstate and Istate 401(k) Profit Sharing Plan, Total assets ($B): 0.088077884 · Participants: 1527Interstate and Istate 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
Interstate and Istate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Interstate and Istate 401(k) Profit Sharing Plan side-by-side with 3 peers →

Interstate and Istate 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 Quantum Health, Inc. 401(k) Plan in OH ($88M); by covered participants it is The Advanced Group of Companies Employee Savings and Retirement Plan in IL (1,527 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,527 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 Interstate and Istate 401(k) Profit Sharing Plan assets move in 2023? ▼
Interstate and Istate 401(k) Profit Sharing Plan grew sharply - up 23.5% during 2023, from $71M to $88M. Reported net income was $17M.
How have Interstate Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interstate Companies, Inc.'s sponsor-wide assets grew 39.6%, from $71M to $100M.
Where does Interstate and Istate 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Interstate and Istate 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Interstate and Istate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quantum Health, Inc. 401(k) Plan in OH ($88M, 1,776 participants).
Which 401(k) plans cover a similar participant headcount to Interstate and Istate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Advanced Group of Companies Employee Savings and Retirement Plan in IL (1,527 participants, $74M 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 411634358.

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.