401(k) · DOL Form 5500 · 2023

Profinium Financial Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
96
Participants Small participant base
67th
Percentile by assets National rank
$152,834
Avg per participant Above avg balance/head
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Official DOL plan name: Profinium 401(k) Plan · Sponsored by Profinium Financial Holdings, Inc. · Minnesota · Finance & Insurance

$15M in assets, 96 participants

Profinium Financial Holdings, Inc.'s Profinium 401(k) Plan reported $15M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,596 in Finance & Insurance (8,869 peers)

Profinium Financial Holdings, Inc. multi-year trail

Profinium Financial Holdings, Inc.'s plans moved +23.1% in assets from 2022 to 2024; this filing shows Profinium 401(k) Plan at $15M / 96 participants.

#4,596
in Finance & Insurance (8,869 peers)
+16.9%
assets growth YoY

Profinium 401(k) Plan's outsized position by total assets

Profinium 401(k) Plan vs every filed plan by assets

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

$14,672,022 Top 33% higher than 67% 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

Profinium 401(k) 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. Profinium 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profinium 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Profinium 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Profinium 401(k) Plan reported participants rose from 91 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411470223 · Profinium Financial Holdings, Inc. PY 2023 · 401(k)

Profinium 401(k) Plan · $15M · 96 · 67th

  • IND $15M
  • IND 96
  • IND 67th
  • IND 401(k)
  • IND near Pierce Companies 401(k) Plan
  • IND ind #4596

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 →

Profinium 401(k) Plan in the asset neighbourhood

Profinium 401(k) Plan$15MPierce Companies 401(k) Plan$15MBergstrom Electric, Inc. 401(k) PlanBergstrom Electric, Inc. 401…$15MOzarks Community Hospital 401(k) Profit Sharing PlanOzarks Community Hospital 40…$15MGreater Family Health 401(k) PlanGreater Family Health 401(k)…$15M
End-of-year total assets ($M) among Profinium 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Profinium Financial Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Profinium Financial Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.07190403513682% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.6M $15.5M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 91 $13M
2023 1 96 $15M
2024 1 99 $15M

Profinium Financial Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN411470223
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Profinium 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Profinium 401(k) Plan, Total assets ($B): 0.014672022 · Participants: 96Profinium 401(k) 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
Profinium 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Profinium 401(k) Plan side-by-side with 3 peers →

Profinium 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Pierce Companies 401(k) Plan in MT ($15M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Profinium 401(k) Plan assets move in 2023? ▼
Profinium 401(k) Plan grew sharply - up 16.9% during 2023, from $13M to $15M. Reported net income was $2M.
How have Profinium Financial Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Profinium Financial Holdings, Inc.'s sponsor-wide assets grew 23.1%, from $13M to $15M.
Which 401(k) plans are similar in size to Profinium 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pierce Companies 401(k) Plan in MT ($15M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Profinium 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Link Inc. 401(k) Plan in VA (96 participants, $11M 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 411470223.

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.