401(k) · DOL Form 5500 · 2023

Gradient Financial Group LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
333
Participants Below avg headcount
69th
Percentile by assets National rank
$48,342
Avg per participant Low balance/head
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Official DOL plan name: Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Gradient Financial Group LLC · Minnesota · Finance & Insurance

$16M in assets, 333 participants

Gradient Financial Group LLC's Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust reported $16M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,795 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust covers 333 participants in Minnesota, about 30% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.

#4,795
in Finance & Insurance (8,869 peers)
+27.1%
assets growth YoY

Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$16,098,048 Top 31% higher than 69% 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

Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust 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. Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$983K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 320 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263422329 · Gradient Financial Group LLC PY 2023 · 401(k)

Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust · $16M · 333 · 69th

  • TYPE $16M
  • NET 333
  • BOOK 69th
  • VS-ST 401(k)
  • BOY near Bete Fog Nozzle, Inc. Retirement Program
  • SCH ind #4795

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Gradient Financial Group LLC 401(k) Profit Sharing Plan & TrustGradient Financial Group LLC…$16MBete Fog Nozzle, Inc. Retirement ProgramBete Fog Nozzle, Inc. Retire…$16MU. S. Digital Corp. Profit Sharing Retirement PlanU. S. Digital Corp. Profit S…$16MMueller Retirement Savings 401(k) PlanMueller Retirement Savings 4…$16MHeat Timer Corp. 401(k) Plan$16M
End-of-year total assets ($M) among Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN263422329
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gradient Financial Group LLC)

Sponsor-wide plan assets over time

All Gradient Financial Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 61.63840584091975% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.7M $20.5M ▲ +61.6%
Year Plans Participants Total Assets
2022 1 320 $13M
2023 1 333 $16M
2024 1 318 $20M

Nearby 401(k) Plans in Minnesota

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

Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.016098048 · Participants: 333Gradient Financial Group LLC 401(k) Profit Sharing 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
Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Bete Fog Nozzle, Inc. Retirement Program in MA ($16M); by covered participants it is Lookout, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 27.1% during 2023, from $13M to $16M. Reported net income was $3M.
How have Gradient Financial Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gradient Financial Group LLC's sponsor-wide assets grew 61.6%, from $13M to $20M.
Which 401(k) plans are similar in size to Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bete Fog Nozzle, Inc. Retirement Program in MA ($16M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Gradient Financial Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lookout, Inc. 401(k) Plan in CA (333 participants, $35M 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 263422329.

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.