401(k) · DOL Form 5500 · 2023

TUBMAN 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 90
Participants Small participant base: 52nd
Percentile by assets National rank: $82,797
Avg per participant Below avg balance/head

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

$7M in assets, 90 participants

TUBMAN's Tubman 401(k) Plan reported $7M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

#10,195 in Healthcare & Social Assistance (17,684 peers)

TUBMAN multi-year trail

TUBMAN's plans moved +47.2% in assets from 2022 to 2024; this filing shows Tubman 401(k) Plan at $7M / 90 participants.

#10,195
in Healthcare & Social Assistance (17,684 peers): +25.0%
assets growth YoY

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

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

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

$7,451,709 Top 48% higher than 52% 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

Tubman 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. Tubman 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Tubman 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Tubman 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Tubman 401(k) Plan reported participants fell from 96 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411240048 · TUBMAN PY 2023 · 401(k)

Tubman 401(k) Plan · $7M · 90 · 52nd

PCT $7M
EIN 90
RANK 52nd
PHOTO 401(k)
IND near Commercial Furniture Group, Inc. 401(k) Savings and Protection Plan
EOY ind #10195

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 →

End-of-year total assets ($M) among Tubman 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

TUBMAN multi-year asset trail

Latest sponsor-wide plan assets: $9M 47.24799883214521% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	96	$6M
2023	1	90	$7M
2024	1	114	$9M

TUBMAN filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	411240048
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Tubman 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

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

Compare Tubman 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Commercial Furniture Group, Inc. 401(k) Savings and Protection Plan in TN ($7M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Commercial Furniture Group, Inc. 401(k) Savings and Protection Plan (TN) $7M · 46
Pioneer Works 401(k) Plan (CA) $7M · 178
Credit Bureau of Greater Greensboro 401(k) Profit Sharing Plan (NC) $7M · 141
Cml Security Employees Savings Trust (CO) $7M · 218

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

International Marine Products Retirement Plan (CA) 90 · 0 off
Co-Op 401(k) Plan (WA) 90 · 0 off
Prism Hospitality LP 401(k) Plan (TX) 90 · 0 off
East Coast Mechanical Inc (FL) 90 · 0 off

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 Tubman 401(k) Plan assets move in 2023? ▼

Tubman 401(k) Plan grew sharply - up 25.0% during 2023, from $6M to $7M. Reported net income was $1M.

How have TUBMAN plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), TUBMAN's sponsor-wide assets grew 47.2%, from $6M to $9M.

Which 401(k) plans are similar in size to Tubman 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Commercial Furniture Group, Inc. 401(k) Savings and Protection Plan in TN ($7M, 46 participants).

Which 401(k) plans cover a similar participant headcount to Tubman 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 participants, $3M 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 411240048.