401(k) · DOL Form 5500 · 2023
Mary T. Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 511
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $22,390
- Avg per participant Low balance/head
Official DOL plan name: Mary T. Inc. 401(k) Savings Plan · Sponsored by Mary T. Inc. · Minnesota · Healthcare & Social Assistance
$11M in assets, 511 participants
Mary T. Inc.'s Mary T. Inc. 401(k) Savings Plan reported $11M in total assets and 511 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,842 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Mary T. Inc. 401(k) Savings Plan covers 511 participants in Minnesota, about 45% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.
- #11,842
- in Healthcare & Social Assistance (17,684 peers)
- +12.4%
- assets growth YoY
Mary T. Inc. 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mary T. Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,441,284 Top 38% higher than 62% 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
Mary T. Inc. 401(k) 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. Mary T. Inc. 401(k) Savings Plan sits mid-pack in the medium band (511 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mary T. Inc. 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Mary T. Inc. 401(k) Savings Plan reported participants fell from 660 in the plan year 2022 filing to 511 in the plan year 2023 filing.
- Mary T. Inc. 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 411525780 · Mary T. Inc. PY 2023 · 401(k)
Mary T. Inc. 401(k) Savings Plan · $11M · 511 · 62nd
- VS-ST $11M
- VS-ST 511
- VS-ST 62nd
- VS-ST 401(k)
- VS-ST near Turner Supply Company Profit Sharing and Savings Plan
- VS-ST ind #11842
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 →
Mary T. Inc. 401(k) Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 411525780 |
| Plan Effective Date | 1988-12-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mary T. Inc.)
Sponsor-wide plan assets over time
All Mary T. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 10.76904751687506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 660 | $10M |
| 2023 | 1 | 511 | $11M |
| 2024 | 1 | 518 | $11M |
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
Mary T. Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Turner Supply Company Profit Sharing and Savings Plan in AL ($11M); by covered participants it is T.M. Cobb and Haley Brothers 401(k) Plan in CA (511 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (511 participants); asset peers above are excluded.
- T.M. Cobb and Haley Brothers 401(k) Plan (CA) 511 · 0 off
- Terminix, Et Al. 401(k) Profit Sharing Plan (NC) 511 · 0 off
- Sloan Implement Company, Inc. 401(k) Plan (IL) 511 · 0 off
- Kriete Group Retirement Savings Plan (WI) 511 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.