401(k) · DOL Form 5500 · 2023

Fernbrook Family Center 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
102
Participants Small participant base
36th
Percentile by assets National rank
$29,005
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fernbrook Family Center 401(k) Savings Plan · Sponsored by Fernbrook Family Center · Minnesota · Healthcare & Social Assistance

$3M in assets, 102 participants

Fernbrook Family Center's Fernbrook Family Center 401(k) Savings Plan reported $3M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,443 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Fernbrook Family Center 401(k) Savings Plan covers 102 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.

#6,443
in Healthcare & Social Assistance (17,684 peers)
+29.7%
assets growth YoY

Fernbrook Family Center 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fernbrook Family Center 401(k) Savings Plan vs every filed plan by assets

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

$2,958,533 36th percentile higher than 36% 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

Fernbrook Family Center 401(k) Savings 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. Fernbrook Family Center 401(k) Savings Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fernbrook Family Center 401(k) Savings Plan reported net income rose from -$469K in the plan year 2022 filing to $677K in the plan year 2023 filing.
  • Fernbrook Family Center 401(k) Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 412011390 · Fernbrook Family Center PY 2023 · 401(k)

Fernbrook Family Center 401(k) Savings Plan · $3M · 102 · 36th

  • SCH $3M
  • EBSA 102
  • PART 36th
  • TYPE 401(k)
  • NET near 50th State Management Corporation 401(k) Retirement Savings Plan
  • BOOK ind #6443

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Fernbrook Family Center 401(k) Savings Plan in the asset neighbourhood

Fernbrook Family Center 401(k) Savings PlanFernbrook Family Center 401(…$3M50th State Management Corporation 401(k) Retirement Savings Plan50th State Management Corpor…$3MSfr3 Renovation LLC 401(k) PlanSfr3 Renovation LLC 401(k) P…$3MBanorte-Ixe Securities International, Ltd. 401(k) PlanBanorte-Ixe Securities Inter…$3MEndico Potatoes, Inc. 401(k)$3M
End-of-year total assets ($M) among Fernbrook Family Center 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$677K
Employer EIN412011390
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fernbrook Family Center)

Sponsor-wide plan assets over time

All Fernbrook Family Center plans reported in each filing year

Latest sponsor-wide plan assets
$4M 56.614900408602566% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.28M $3.57M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 103 $2M
2023 1 102 $3M
2024 1 109 $4M

Nearby 401(k) Plans in Minnesota

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

Fernbrook Family Center 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Fernbrook Family Center 401(k) Savings Plan, Total assets ($B): 0.002958533 · Participants: 102Fernbrook Family Center 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
Fernbrook Family Center 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Fernbrook Family Center 401(k) Savings Plan side-by-side with 3 peers →

Fernbrook Family Center 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is 50th State Management Corporation 401(k) Retirement Savings Plan in HI ($3M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Fernbrook Family Center 401(k) Savings Plan assets move in 2023? ▼
Fernbrook Family Center 401(k) Savings Plan grew sharply - up 29.7% during 2023, from $2M to $3M. Reported net income was $677K.
How have Fernbrook Family Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fernbrook Family Center's sponsor-wide assets grew 56.6%, from $2M to $4M.
Which 401(k) plans are similar in size to Fernbrook Family Center 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 50th State Management Corporation 401(k) Retirement Savings Plan in HI ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Fernbrook Family Center 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 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 412011390.

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.