401(k) · DOL Form 5500 · 2023
Mahoney, Ulbrich, Christiansen & Russ, P.a. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $253,091
- Avg per participant Above avg balance/head
Official DOL plan name: Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust · Sponsored by Mahoney, Ulbrich, Christiansen & Russ, P.a. · Minnesota · Professional & Technical Services
$17M in assets, 68 participants
Mahoney, Ulbrich, Christiansen & Russ, P.a.'s Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust reported $17M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #14,088 in Professional & Technical Services (20,321 peers)
Mahoney, Ulbrich, Christiansen & Russ, P.a. multi-year trail
Mahoney, Ulbrich, Christiansen & Russ, P.a.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust at $17M / 68 participants.
- #14,088
- in Professional & Technical Services (20,321 peers)
- +8.4%
- assets growth YoY
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust's outsized position by total assets
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,210,176 Top 30% higher than 70% 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
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust reported participants fell from 70 in the plan year 2022 filing to 68 in the plan year 2023 filing.
DOL schedule card
Filing strip 411647057 · Mahoney, Ulbrich, Christiansen & Russ, P.a. PY 2023 · 401(k)
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust · $17M · 68 · 70th
- TYPE $17M
- NET 68
- BOOK 70th
- VS-ST 401(k)
- BOY near Rbb Architects Inc Profit Sharing Plan
- SCH ind #14088
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 →
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust in the asset neighbourhood
Mahoney, Ulbrich, Christiansen & Russ, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Mahoney, Ulbrich, Christiansen & Russ, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 30.917241868539097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 70 | $16M |
| 2023 | 1 | 68 | $17M |
| 2024 | 1 | 72 | $21M |
Mahoney, Ulbrich, Christiansen & Russ, P.a. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 411647057 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
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
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Rbb Architects Inc Profit Sharing Plan in CA ($17M); by covered participants it is Avcarb, LLC 401(k) Plan in MA (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Rbb Architects Inc Profit Sharing Plan (CA) $17M · 32
- Royal Speedway, Inc. 401(k) Profit Sharing Plan (AZ) $17M · 364
- Meetings & Incentives Worldwide, Inc. 401(k) P/S Plan (WI) $17M · 264
- Liveaction 401(k) Plan (CA) $17M · 133
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
- Avcarb, LLC 401(k) Plan (MA) 68 · 0 off
- Hometown Bank of Corbin, Inc. 401(k) Plan (KY) 68 · 0 off
- Charter Management Company, Inc. 401(k) & Ps Plan (MA) 68 · 0 off
- Mcg Architects 401(k) Plan (OH) 68 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.