401(k) · DOL Form 5500 · 2023
Stellis Health, P.a. 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 237
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $159,853
- Avg per participant Above avg balance/head
Official DOL plan name: Stellis Health, P.a. 401(k) Profit Sharing Plan · Sponsored by Stellis Health, P.a. · Minnesota · Healthcare & Social Assistance
$38M in assets, 237 participants
Stellis Health, P.a.'s Stellis Health, P.a. 401(k) Profit Sharing Plan reported $38M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #15,030 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Stellis Health, P.a. 401(k) Profit Sharing Plan covers 237 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $38M.
- #15,030
- in Healthcare & Social Assistance (17,684 peers)
- +20.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Stellis Health, P.a. 401(k) Profit Sharing Plan's outsized position by total assets
Stellis Health, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$37,885,269 Top 18% higher than 82% 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
Stellis Health, P.a. 401(k) Profit Sharing 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. Stellis Health, P.a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (237 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stellis Health, P.a. 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Stellis Health, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Stellis Health, P.a. 401(k) Profit Sharing Plan reported participants fell from 280 in the plan year 2022 filing to 237 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 411227920 · Stellis Health, P.a. PY 2023 · 401(k)
Stellis Health, P.a. 401(k) Profit Sharing Plan · $38M · 237 · 82nd
- IND $38M
- IND 237
- IND 82nd
- IND 401(k)
- IND near Liberty Dental Plan Corporation 401(k) Plan
- IND ind #15030
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 →
Stellis Health, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $6M |
| Employer EIN | 411227920 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stellis Health, P.a.)
Sponsor-wide plan assets over time
All Stellis Health, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 21.09262183337127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 280 | $32M |
| 2023 | 1 | 237 | $38M |
| 2024 | 1 | 234 | $38M |
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
Stellis Health, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Liberty Dental Plan Corporation 401(k) Plan in CA ($38M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.
- Precision Document Solutions, Inc. 401(k) Plan (TX) 237 · 0 off
- Gcr, Inc. 401(k) Plan (NC) 237 · 0 off
- Argo Data Resource Corporation 401(k) Plan (TX) 237 · 0 off
- Mirantis, Inc 401(k) Profit Sharing Plan Trust (CA) 237 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.