401(k) · DOL Form 5500 · 2023

The Imagine Group 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
1,227
Participants Near avg headcount
91st
Percentile by assets National rank
$83,062
Avg per participant Below avg balance/head
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Official DOL plan name: The Imagine Group 401(k) Savings Plan · Sponsored by The Imagine Group · Minnesota · Manufacturing

$102M in assets, 1,227 participants

The Imagine Group's The Imagine Group 401(k) Savings Plan reported $102M in total assets and 1,227 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,292 in Manufacturing (18,722 peers)

Where The Imagine Group 401(k) Savings Plan sits by assets

The Imagine Group 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $102M for 1,227 participants (~$83,062/participant), up 14.5% in 2023.

#16,292
in Manufacturing (18,722 peers)
+14.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The Imagine Group 401(k) Savings Plan's outsized position by total assets

The Imagine Group 401(k) Savings Plan vs every filed plan by assets

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

$101,917,327 Top 9% higher than 91% 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

The Imagine Group 401(k) Savings 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. The Imagine Group 401(k) Savings Plan lands in the large band (1,227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Imagine Group 401(k) Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Imagine Group 401(k) Savings Plan end-of-year assets rose from $89M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • The Imagine Group 401(k) Savings Plan reported participants rose from 1,212 in the plan year 2022 filing to 1,227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411612906 · The Imagine Group PY 2023 · 401(k)

The Imagine Group 401(k) Savings Plan · $102M · 1,227 · 91st

  • TYPE $102M
  • TYPE 1,227
  • TYPE 91st
  • TYPE 401(k)
  • TYPE near Connecticut Orthopaedic Specialists, PC 401(k) Plan
  • TYPE ind #16292

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 Manufacturing retirement plans → · Plans in Minnesota →

The Imagine Group 401(k) Savings Plan in the asset neighbourhood

The Vertex Companies, LLC 401(k) PlanThe Vertex Companies, LLC 40…$102MProfit Sharing Plan for Itg Brands, LLC Hourly Paid EmployeesProfit Sharing Plan for Itg …$102MThe Taylor Group, Inc. 401(k) PlanThe Taylor Group, Inc. 401(k…$102MThe Imagine Group 401(k) Savings PlanThe Imagine Group 401(k) Sav…$102MConnecticut Orthopaedic Specialists, PC 401(k) PlanConnecticut Orthopaedic Spec…$102M
End-of-year total assets ($M) among The Imagine Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$102M
Net Income$13M
Employer EIN411612906
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Imagine Group)

Sponsor-wide plan assets over time

All The Imagine Group plans reported in each filing year

Latest sponsor-wide plan assets
$116M 30.785154187660808% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89M $116M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 1,212 $89M
2023 1 1,227 $102M
2024 1 1,232 $116M

Nearby 401(k) Plans in Minnesota

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

The Imagine Group 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants The Imagine Group 401(k) Savings Plan, Total assets ($B): 0.101917327 · Participants: 1227The Imagine Group 401(k) Savings 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
The Imagine Group 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Imagine Group 401(k) Savings Plan side-by-side with 3 peers →

The Imagine Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Connecticut Orthopaedic Specialists, PC 401(k) Plan in CT ($102M); by covered participants it is Careoregon, Inc. 401(k) Plan in OR (1,227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,227 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 The Imagine Group 401(k) Savings Plan assets move in 2023? ▼
The Imagine Group 401(k) Savings Plan grew at a solid clip - up 14.5% during 2023, from $89M to $102M. Reported net income was $13M.
How have The Imagine Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Imagine Group's sponsor-wide assets grew 30.8%, from $89M to $116M.
Where does The Imagine Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Imagine Group 401(k) Savings Plan ranks in the 91st 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 The Imagine Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connecticut Orthopaedic Specialists, PC 401(k) Plan in CT ($102M, 610 participants).
Which 401(k) plans cover a similar participant headcount to The Imagine Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Careoregon, Inc. 401(k) Plan in OR (1,227 participants, $151M 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 411612906.

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.