401(k) · DOL Form 5500 · 2023
Felhaber, Larson, Fenlon,Vogt, P.a. 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 61
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan · Sponsored by Felhaber, Larson, Fenlon,Vogt, P.a. · Minnesota · Professional & Technical Services
$78M in assets, 61 participants
Felhaber, Larson, Fenlon,Vogt, P.a.'s The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan reported $78M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,436 in Professional & Technical Services (20,321 peers)
Where The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan sits by assets
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $78M for 61 participants (~$1.3M/participant), up 13.6% in 2023.
- #18,436
- in Professional & Technical Services (20,321 peers)
- +13.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan's outsized position by total assets
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$77,771,571 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan is a small filing (61 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan end-of-year assets rose from $68M in the plan year 2022 filing to $78M in the plan year 2023 filing.
- The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan reported participants fell from 64 in the plan year 2022 filing to 61 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 410991071 · Felhaber, Larson, Fenlon,Vogt, P.a. PY 2023 · 401(k)
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan · $78M · 61 · 89th
- BOOK $78M
- BOOK 61
- BOOK 89th
- BOOK 401(k)
- BOOK near Borden Dairy Retirement Savings Plan
- BOOK ind #18436
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 →
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $9M |
| Employer EIN | 410991071 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Felhaber, Larson, Fenlon,Vogt, P.a.)
Sponsor-wide plan assets over time
All Felhaber, Larson, Fenlon,Vogt, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 25.100964772136685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 64 | $68M |
| 2023 | 1 | 61 | $78M |
| 2024 | 1 | 72 | $86M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Borden Dairy Retirement Savings Plan in CO ($78M); by covered participants it is Huron Community Bank 401(k) Plan in MI (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
- Borden Dairy Retirement Savings Plan (CO) $78M · 1,064
- Businessolver 401-K Plan (IA) $78M · 1,694
- Mccormick Taylor, Inc. 401(k) & Profit Sharing Plan (PA) $78M · 380
- Food 4 Less Salary Savings Plan (CA) $78M · 1,121
Similar participant headcount
Nearest other-state filings by covered participants (61 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.