401(k) · DOL Form 5500 · 2023

Scott-Carver-Dakota Cap Agency 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
149
Participants Small participant base
42nd
Percentile by assets National rank
$28,967
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. · Sponsored by Scott-Carver-Dakota Cap Agency · Minnesota · Healthcare & Social Assistance

$4M in assets, 149 participants

Scott-Carver-Dakota Cap Agency's Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. reported $4M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,922 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. covers 149 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#7,922
in Healthcare & Social Assistance (17,684 peers)
+21.5%
assets growth YoY

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. vs every filed plan by assets

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

$4,316,013 42nd percentile higher than 42% 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

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. 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. Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. reported net income rose from -$893K in the plan year 2022 filing to $764K in the plan year 2023 filing.
  • Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. reported participants rose from 117 in the plan year 2022 filing to 149 in the plan year 2023 filing.
  • Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410903890 · Scott-Carver-Dakota Cap Agency PY 2023 · 401(k)

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. · $4M · 149 · 42nd

  • SCH $4M
  • EBSA 149
  • PART 42nd
  • TYPE 401(k)
  • NET near Nw Bend Boats LLC 401(k) Profit Sharing Plan & Trust
  • BOOK ind #7922

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 →

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. in the asset neighbourhood

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.Employee Benefit Plan of Sco…$4MNw Bend Boats LLC 401(k) Profit Sharing Plan & TrustNw Bend Boats LLC 401(k) Pro…$4MMti Savings Plan$4MLojac Employees 401(k) & Profit Sharing PlanLojac Employees 401(k) & Pro…$4MCircuit Works Inc. 401(k) Profit Sharing PlanCircuit Works Inc. 401(k) Pr…$4M
End-of-year total assets ($M) among Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$764K
Employer EIN410903890
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scott-Carver-Dakota Cap Agency)

Sponsor-wide plan assets over time

All Scott-Carver-Dakota Cap Agency plans reported in each filing year

Latest sponsor-wide plan assets
$5M 41.581261335527095% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.55M $5.03M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 117 $4M
2023 1 149 $4M
2024 1 176 $5M

Nearby 401(k) Plans in Minnesota

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

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc., Total assets ($B): 0.004316013 · Participants: 149Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.Unitedhealth 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
Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Nw Bend Boats LLC 401(k) Profit Sharing Plan & Trust in OR ($4M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. assets move in 2023? ▼
Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc. grew sharply - up 21.5% during 2023, from $4M to $4M. Reported net income was $764K.
How have Scott-Carver-Dakota Cap Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott-Carver-Dakota Cap Agency's sponsor-wide assets grew 41.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Nw Bend Boats LLC 401(k) Profit Sharing Plan & Trust in OR ($4M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Scott-Carver-Dakota Cap Agency, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 410903890.

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.