401(k) · DOL Form 5500 · 2023

Minitab, LLC 401(k) Plan

Data updated 2026-08-25

$114M
Total assets Near avg plan size
314
Participants Below avg headcount
92nd
Percentile by assets National rank
$362,806
Avg per participant High balance/head
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Official DOL plan name: Minitab, LLC 401(k) Retirement Plan · Sponsored by Minitab, LLC · Pennsylvania · Professional & Technical Services

$114M in assets, 314 participants

Minitab, LLC's Minitab, LLC 401(k) Retirement Plan reported $114M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,954 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Minitab, LLC 401(k) Retirement Plan covers 314 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $114M.

#18,954
in Professional & Technical Services (20,321 peers)
+11.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Minitab, LLC 401(k) Retirement Plan's outsized position by total assets

Minitab, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$113,921,042 Top 8% higher than 92% 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

Minitab, LLC 401(k) Retirement 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. Minitab, LLC 401(k) Retirement Plan sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Minitab, LLC 401(k) Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Minitab, LLC 401(k) Retirement Plan end-of-year assets rose from $102M in the plan year 2022 filing to $114M in the plan year 2023 filing.
  • Minitab, LLC 401(k) Retirement Plan reported participants rose from 288 in the plan year 2022 filing to 314 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251441947 · Minitab, LLC PY 2023 · 401(k)

Minitab, LLC 401(k) Retirement Plan · $114M · 314 · 92nd

  • 5500 $114M
  • 5500 314
  • 5500 92nd
  • 5500 401(k)
  • 5500 near Kaiser-Francis Oil Company Retirement Income Plan
  • 5500 ind #18954

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 Pennsylvania →

Minitab, LLC 401(k) Retirement Plan in the asset neighbourhood

Pdi Technologies 401(k) Plan$114MSemmes-Murphey Clinic Employees' Profit Sharing PlanSemmes-Murphey Clinic Employ…$114MMinitab, LLC 401(k) Retirement PlanMinitab, LLC 401(k) Retireme…$114MKaiser-Francis Oil Company Retirement Income PlanKaiser-Francis Oil Company R…$114MOatey Co. Profit Sharing Retirement Trust and Savings Incentive PlanOatey Co. Profit Sharing Ret…$114M
End-of-year total assets ($M) among Minitab, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$114M
Net Income$12M
Employer EIN251441947
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Minitab, LLC)

Sponsor-wide plan assets over time

All Minitab, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$130M 26.771589887897733% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $102M $130M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 288 $102M
2023 1 314 $114M
2024 1 333 $130M

Nearby 401(k) Plans in Pennsylvania

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

Minitab, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Minitab, LLC 401(k) Retirement Plan, Total assets ($B): 0.113921042 · Participants: 314Minitab, LLC 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Minitab, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Minitab, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Minitab, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kaiser-Francis Oil Company Retirement Income Plan in OK ($114M); by covered participants it is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Minitab, LLC 401(k) Retirement Plan assets move in 2023? ▼
Minitab, LLC 401(k) Retirement Plan grew at a solid clip - up 11.2% during 2023, from $102M to $114M. Reported net income was $12M.
How have Minitab, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Minitab, LLC's sponsor-wide assets grew 26.8%, from $102M to $130M.
Where does Minitab, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Minitab, LLC 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Minitab, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaiser-Francis Oil Company Retirement Income Plan in OK ($114M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Minitab, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants, $57M 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 251441947.

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.