401(k) · DOL Form 5500 · 2023

Northrock Partners, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
129
Participants Small participant base
67th
Percentile by assets National rank
$114,074
Avg per participant Below avg balance/head
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Official DOL plan name: Northrock Partners 401(k) and Profit Sharing Plan · Sponsored by Northrock Partners, LLC · Minnesota · Finance & Insurance

$15M in assets, 129 participants

Northrock Partners, LLC's Northrock Partners 401(k) and Profit Sharing Plan reported $15M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,604 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Northrock Partners 401(k) and Profit Sharing Plan covers 129 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#4,604
in Finance & Insurance (8,869 peers)
+30.9%
assets growth YoY

Northrock Partners 401(k) and Profit Sharing Plan's outsized position by total assets

Northrock Partners 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$14,715,598 Top 33% higher than 67% 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

Northrock Partners 401(k) and Profit Sharing 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. Northrock Partners 401(k) and Profit Sharing Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northrock Partners 401(k) and Profit Sharing Plan reported net income rose from -$506K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Northrock Partners 401(k) and Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Northrock Partners 401(k) and Profit Sharing Plan reported participants rose from 124 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 274761668 · Northrock Partners, LLC PY 2023 · 401(k)

Northrock Partners 401(k) and Profit Sharing Plan · $15M · 129 · 67th

  • RANK $15M
  • PHOTO 129
  • IND 67th
  • EOY 401(k)
  • 5500 near C&tdg Management 401(k) Plan
  • ASSETS ind #4604

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Northrock Partners 401(k) and Profit Sharing Plan in the asset neighbourhood

Northrock Partners 401(k) and Profit Sharing PlanNorthrock Partners 401(k) an…$15MC&tdg Management 401(k) Plan$15MMedallion Operating Company, LLC 401(k) PlanMedallion Operating Company,…$15MPioneer College Caterers, Inc. Profit Sharing PlanPioneer College Caterers, In…$15MStrive Health, LLC 401(k) PlanStrive Health, LLC 401(k) Pl…$15M
End-of-year total assets ($M) among Northrock Partners 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN274761668
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northrock Partners, LLC)

Sponsor-wide plan assets over time

All Northrock Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 78.11522749156978% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.3M $20M ▲ +78.0%
Year Plans Participants Total Assets
2022 1 124 $11M
2023 1 129 $15M
2024 1 206 $20M

Nearby 401(k) Plans in Minnesota

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

Northrock Partners 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Northrock Partners 401(k) and Profit Sharing Plan, Total assets ($B): 0.014715598 · Participants: 129Northrock Partners 401(k) and Profit Sharing 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
Northrock Partners 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Northrock Partners 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Northrock Partners 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is C&tdg Management 401(k) Plan in GA ($15M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Northrock Partners 401(k) and Profit Sharing Plan assets move in 2023? ▼
Northrock Partners 401(k) and Profit Sharing Plan surged - up 30.9% during 2023, from $11M to $15M. Reported net income was $3M.
How have Northrock Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northrock Partners, LLC's sponsor-wide assets grew 78.1%, from $11M to $20M.
Which 401(k) plans are similar in size to Northrock Partners 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is C&tdg Management 401(k) Plan in GA ($15M, 751 participants).
Which 401(k) plans cover a similar participant headcount to Northrock Partners 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 274761668.

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.