401(k) · DOL Form 5500 · 2023

Think Small 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
102
Participants Small participant base
46th
Percentile by assets National rank
$53,583
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Think Small 401(k) Plan · Sponsored by Think Small · Minnesota · Healthcare & Social Assistance

$5M in assets, 102 participants

Think Small's Think Small 401(k) Plan reported $5M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,916 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Think Small 401(k) Plan covers 102 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.

#8,916
in Healthcare & Social Assistance (17,684 peers)
+6.6%
assets growth YoY

Think Small 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Think Small 401(k) Plan vs every filed plan by assets

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

$5,465,429 46th percentile higher than 46% 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

Think Small 401(k) 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. Think Small 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Think Small 401(k) Plan reported net income rose from -$535K in the plan year 2022 filing to $338K in the plan year 2023 filing.
  • Think Small 401(k) Plan reported participants rose from 93 in the plan year 2022 filing to 102 in the plan year 2023 filing.
  • Think Small 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411260581 · Think Small PY 2023 · 401(k)

Think Small 401(k) Plan · $5M · 102 · 46th

  • TYPE $5M
  • NET 102
  • BOOK 46th
  • VS-ST 401(k)
  • BOY near Overtime Sports, Inc. 401(k) Plan
  • SCH ind #8916

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 →

Think Small 401(k) Plan in the asset neighbourhood

Think Small 401(k) Plan$5MMichael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing PlanMichael J. Sarlo, a Sole Pro…$5MOvertime Sports, Inc. 401(k) PlanOvertime Sports, Inc. 401(k)…$5MFamily Counseling Services of Cortland County, Inc. Retirement PlanFamily Counseling Services o…$5MRiver Bend Center, LLC 401(k) PlanRiver Bend Center, LLC 401(k…$5M
End-of-year total assets ($M) among Think Small 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$338K
Employer EIN411260581
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Think Small)

Sponsor-wide plan assets over time

All Think Small plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.091781235792027% vs 2022
2024 filing year
$5M$5.2M$5.4M$5.6M 202220232024 $5.13M $5.49M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 93 $5M
2023 1 102 $5M
2024 1 99 $5M

Nearby 401(k) Plans in Minnesota

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

Think Small 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Think Small 401(k) Plan, Total assets ($B): 0.005465429 · Participants: 102Think Small 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
Think Small 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Think Small 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Overtime Sports, Inc. 401(k) Plan in NY ($5M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Think Small 401(k) Plan assets move in 2023? ▼
Think Small 401(k) Plan grew at a solid clip - up 6.6% during 2023, from $5M to $5M. Reported net income was $338K.
How have Think Small plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Think Small's sponsor-wide assets grew 7.1%, from $5M to $5M.
Which 401(k) plans are similar in size to Think Small 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Overtime Sports, Inc. 401(k) Plan in NY ($5M, 390 participants).
Which 401(k) plans cover a similar participant headcount to Think Small 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 411260581.

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.