401(k) · DOL Form 5500 · 2023

Stubbe & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
117
Participants Small participant base
65th
Percentile by assets National rank
$115,498
Avg per participant Below avg balance/head
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Official DOL plan name: Stubbe & Associates, Inc. Savings Plan · Sponsored by Stubbe & Associates, Inc. · Minnesota · Professional & Technical Services

$14M in assets, 117 participants

Stubbe & Associates, Inc.'s Stubbe & Associates, Inc. Savings Plan reported $14M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,063 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Stubbe & Associates, Inc. Savings Plan covers 117 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.

#13,063
in Professional & Technical Services (20,321 peers)
+10.0%
assets growth YoY

Stubbe & Associates, Inc. Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stubbe & Associates, Inc. Savings Plan vs every filed plan by assets

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

$13,513,286 Top 35% higher than 65% 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

Stubbe & Associates, Inc. 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. Stubbe & Associates, Inc. Savings Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stubbe & Associates, Inc. Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stubbe & Associates, Inc. Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411546926 · Stubbe & Associates, Inc. PY 2023 · 401(k)

Stubbe & Associates, Inc. Savings Plan · $14M · 117 · 65th

  • VS-ST $14M
  • BOY 117
  • SCH 65th
  • EBSA 401(k)
  • PART near Memphis Dermatology Clinic, P.a. 401(k) Plan
  • TYPE ind #13063

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 →

Stubbe & Associates, Inc. Savings Plan in the asset neighbourhood

Stubbe & Associates, Inc. Savings PlanStubbe & Associates, Inc. Sa…$14MMemphis Dermatology Clinic, P.a. 401(k) PlanMemphis Dermatology Clinic, …$14MSpectraserv, Inc. 401(k) and Profit Sharing PlanSpectraserv, Inc. 401(k) and…$14MNortheast Sales Distributing, Inc. 401(k) PlanNortheast Sales Distributing…$14MCastex Energy, Inc. 401(k) PlanCastex Energy, Inc. 401(k) P…$14M
End-of-year total assets ($M) among Stubbe & Associates, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN411546926
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stubbe & Associates, Inc.)

Sponsor-wide plan assets over time

All Stubbe & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 6.278840847182189% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $15.6M $14.6M ▼ -6.3%
Year Plans Participants Total Assets
2022 2 235 $16M
2023 2 234 $16M
2024 2 250 $15M

Nearby 401(k) Plans in Minnesota

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

Stubbe & Associates, Inc. Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Stubbe & Associates, Inc. Savings Plan, Total assets ($B): 0.013513286 · Participants: 117Stubbe & Associates, Inc. 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
Stubbe & Associates, Inc. Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Stubbe & Associates, Inc. Savings Plan side-by-side with 3 peers →

Stubbe & Associates, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Memphis Dermatology Clinic, P.a. 401(k) Plan in TN ($14M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Stubbe & Associates, Inc. Savings Plan assets move in 2023? ▼
Stubbe & Associates, Inc. Savings Plan grew at a solid clip - up 10.0% during 2023, from $12M to $14M. Reported net income was $1M.
How have Stubbe & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stubbe & Associates, Inc.'s sponsor-wide assets declined 6.3%, from $16M to $15M.
Which 401(k) plans are similar in size to Stubbe & Associates, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Memphis Dermatology Clinic, P.a. 401(k) Plan in TN ($14M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Stubbe & Associates, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 411546926.

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.