401(k) · DOL Form 5500 · 2023

Longevity Holdings Inc 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
214
Participants Below avg headcount
75th
Percentile by assets National rank
$106,191
Avg per participant Below avg balance/head
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Official DOL plan name: Longevity Holdings, Inc. 401(k) Ps Plan · Sponsored by Longevity Holdings Inc · Minnesota · Finance & Insurance

$23M in assets, 214 participants

Longevity Holdings Inc's Longevity Holdings, Inc. 401(k) Ps Plan reported $23M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,515 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Longevity Holdings, Inc. 401(k) Ps Plan covers 214 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $23M.

#5,515
in Finance & Insurance (8,869 peers)
+45.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Longevity Holdings, Inc. 401(k) Ps Plan's outsized position by total assets

Longevity Holdings, Inc. 401(k) Ps Plan vs every filed plan by assets

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

$22,724,861 Top 25% higher than 75% 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

Longevity Holdings, Inc. 401(k) Ps 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. Longevity Holdings, Inc. 401(k) Ps Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Longevity Holdings, Inc. 401(k) Ps Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Longevity Holdings, Inc. 401(k) Ps Plan end-of-year assets rose from $16M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Longevity Holdings, Inc. 401(k) Ps Plan reported participants fell from 225 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 824722389 · Longevity Holdings Inc PY 2023 · 401(k)

Longevity Holdings, Inc. 401(k) Ps Plan · $23M · 214 · 75th

  • PCT $23M
  • PCT 214
  • PCT 75th
  • PCT 401(k)
  • PCT near Kaufman Container Employees 401(k) Savings Plan
  • PCT ind #5515

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 →

Longevity Holdings, Inc. 401(k) Ps Plan in the asset neighbourhood

Midwest Energy Incentive Savings PlanMidwest Energy Incentive Sav…$23MLongevity Holdings, Inc. 401(k) Ps PlanLongevity Holdings, Inc. 401…$23MKaufman Container Employees 401(k) Savings PlanKaufman Container Employees …$23MRubberlite, Inc. 401(k)Profit Sharing Retirement PlanRubberlite, Inc. 401(k)Profi…$23MCantex Inc. Safe Harbor Savings PlanCantex Inc. Safe Harbor Savi…$23M
End-of-year total assets ($M) among Longevity Holdings, Inc. 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN824722389
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Longevity Holdings Inc)

Sponsor-wide plan assets over time

All Longevity Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$28M 78.47344907920947% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.6M $27.9M ▲ +78.5%
Year Plans Participants Total Assets
2022 1 225 $16M
2023 1 214 $23M
2024 1 295 $28M

Nearby 401(k) Plans in Minnesota

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

Longevity Holdings, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Longevity Holdings, Inc. 401(k) Ps Plan, Total assets ($B): 0.022724861 · Participants: 214Longevity Holdings, Inc. 401(k) Ps 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
Longevity Holdings, Inc. 401(k) Ps Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Longevity Holdings, Inc. 401(k) Ps Plan side-by-side with 3 peers →

Longevity Holdings, Inc. 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Kaufman Container Employees 401(k) Savings Plan in OH ($23M); by covered participants it is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Longevity Holdings, Inc. 401(k) Ps Plan assets move in 2023? ▼
Longevity Holdings, Inc. 401(k) Ps Plan surged - up 45.3% during 2023, from $16M to $23M. Reported net income was $5M.
How have Longevity Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longevity Holdings Inc's sponsor-wide assets grew 78.5%, from $16M to $28M.
Where does Longevity Holdings, Inc. 401(k) Ps Plan rank by assets among Form 5500 filers? ▼
Longevity Holdings, Inc. 401(k) Ps Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Longevity Holdings, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaufman Container Employees 401(k) Savings Plan in OH ($23M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Longevity Holdings, Inc. 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schoeneck Containers, Inc. 401(k) Plan in WI (214 participants, $7M 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 824722389.

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.