401(k) · DOL Form 5500 · 2023
Upper Midwest Organ Procurement Organization Inc. Dba Lifesource 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 235
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $146,691
- Avg per participant Above avg balance/head
Official DOL plan name: Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan · Sponsored by Upper Midwest Organ Procurement Organization Inc. Dba Lifesource · Minnesota · Professional & Technical Services
$34M in assets, 235 participants
Upper Midwest Organ Procurement Organization Inc. Dba Lifesource's Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan reported $34M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #16,622 in Professional & Technical Services (20,321 peers)
Coverage in Minnesota
Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan covers 235 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $34M.
- #16,622
- in Professional & Technical Services (20,321 peers)
- +0.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan's outsized position by total assets
Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,472,272 Top 19% higher than 81% 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
Lifesource, Upper Midwest Organ Procurement Organization, Inc. 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. Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan sits mid-pack in the medium band (235 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $210K in the plan year 2023 filing.
- Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan reported participants rose from 190 in the plan year 2022 filing to 235 in the plan year 2023 filing.
- Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $34M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 363584029 · Upper Midwest Organ Procurement Organization Inc. Dba Lifesource PY 2023 · 401(k)
Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan · $34M · 235 · 81st
- TYPE $34M
- TYPE 235
- TYPE 81st
- TYPE 401(k)
- TYPE near Sba 401(k) Plan
- TYPE ind #16622
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 Minnesota →
Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $210K |
| Employer EIN | 363584029 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upper Midwest Organ Procurement Organization Inc. Dba Lifesource)
Sponsor-wide plan assets over time
All Upper Midwest Organ Procurement Organization Inc. Dba Lifesource plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 10.274855576168363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $34M |
| 2023 | 1 | 235 | $34M |
| 2024 | 1 | 245 | $38M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Sba 401(k) Plan in TX ($34M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Sba 401(k) Plan (TX) $34M · 584
- Boyd Corporation Inc. (Woburn Inc.) 401(k) Plan (MA) $34M · 244
- Encompass Group, LLC 401(k) Retirement Plan (GA) $34M · 234
- Turning Point Brands, Inc. Retirement Savings Plan (KY) $34M · 407
Similar participant headcount
Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.
- Bobcat North America, LLC 401(k) Plan (FL) 235 · 0 off
- Freedom Boat Club, LLC 401(k) Plan (FL) 235 · 0 off
- Chesapeake Containment Systems 401(k) Plan (NC) 235 · 0 off
- Lad Lake 401(k) Plan (WI) 235 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.