401(k) · DOL Form 5500 · 2023

ECUMEN 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
898
Participants Near avg headcount
87th
Percentile by assets National rank
$68,439
Avg per participant Below avg balance/head
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Official DOL plan name: Ecumen 401(k) Retirement Savings Plan · Sponsored by ECUMEN · Minnesota · Healthcare & Social Assistance

$61M in assets, 898 participants

ECUMEN's Ecumen 401(k) Retirement Savings Plan reported $61M in total assets and 898 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,806 in Healthcare & Social Assistance (17,684 peers)

Where Ecumen 401(k) Retirement Savings Plan sits by assets

Ecumen 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $61M for 898 participants (~$68,439/participant), up 15.0% in 2023.

#15,806
in Healthcare & Social Assistance (17,684 peers)
+15.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ecumen 401(k) Retirement Savings Plan's outsized position by total assets

Ecumen 401(k) Retirement Savings Plan vs every filed plan by assets

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

$61,458,492 Top 13% higher than 87% 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

Ecumen 401(k) Retirement Savings 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. Ecumen 401(k) Retirement Savings Plan sits mid-pack in the medium band (898 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ecumen 401(k) Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ecumen 401(k) Retirement Savings Plan end-of-year assets rose from $53M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410711588 · ECUMEN PY 2023 · 401(k)

Ecumen 401(k) Retirement Savings Plan · $61M · 898 · 87th

  • EBSA $61M
  • EBSA 898
  • EBSA 87th
  • EBSA 401(k)
  • EBSA near Granite Group Wholesalers Profit Sharing Plan & Trust
  • EBSA ind #15806

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 →

Ecumen 401(k) Retirement Savings Plan in the asset neighbourhood

Vitaquest International LLC 401(k) Savings PlanVitaquest International LLC …$61MJanicki Retirement Plan$61MGranite Group Wholesalers Profit Sharing Plan & TrustGranite Group Wholesalers Pr…$61MEcumen 401(k) Retirement Savings PlanEcumen 401(k) Retirement Sav…$61MRockefeller Philanthropy Advisors 401(k) PlanRockefeller Philanthropy Adv…$61M
End-of-year total assets ($M) among Ecumen 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$61M
Net Income$8M
Employer EIN410711588
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ECUMEN)

Sponsor-wide plan assets over time

All ECUMEN plans reported in each filing year

Latest sponsor-wide plan assets
$69M 29.313058947260245% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $53.4M $69.1M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 893 $53M
2023 1 898 $61M
2024 1 1,123 $69M

Nearby 401(k) Plans in Minnesota

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

Ecumen 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Ecumen 401(k) Retirement Savings Plan, Total assets ($B): 0.061458492 · Participants: 898Ecumen 401(k) Retirement Savings 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
Ecumen 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

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

Outside Minnesota, the nearest 401(k) by assets is Granite Group Wholesalers Profit Sharing Plan & Trust in NH ($61M); by covered participants it is Vision Solar 401(k) Plan in NJ (898 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (898 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 Ecumen 401(k) Retirement Savings Plan assets move in 2023?
Ecumen 401(k) Retirement Savings Plan grew sharply - up 15.0% during 2023, from $53M to $61M. Reported net income was $8M.
How have ECUMEN plan assets changed over time?
Across 3 plan years on file (2022-2024), ECUMEN's sponsor-wide assets grew 29.3%, from $53M to $69M.
Where does Ecumen 401(k) Retirement Savings Plan rank by assets among Form 5500 filers?
Ecumen 401(k) Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ecumen 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Granite Group Wholesalers Profit Sharing Plan & Trust in NH ($61M, 695 participants).
Which 401(k) plans cover a similar participant headcount to Ecumen 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Vision Solar 401(k) Plan in NJ (898 participants, $476K in assets).