401(k) · DOL Form 5500 · 2023

Southeastern Minnesota Center for Independent Living, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
111
Participants Small participant base
39th
Percentile by assets National rank
$33,591
Avg per participant Low balance/head
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Official DOL plan name: Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan · Sponsored by Southeastern Minnesota Center for Independent Living, Inc. · Minnesota · Healthcare & Social Assistance

$4M in assets, 111 participants

Southeastern Minnesota Center for Independent Living, Inc.'s Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan reported $4M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,300 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan covers 111 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#7,300
in Healthcare & Social Assistance (17,684 peers)
+17.0%
assets growth YoY

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan vs every filed plan by assets

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

$3,728,591 39th percentile higher than 39% 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

Southeastern Minnesota Center for Independent Living, Inc. 403(b) 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. Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan reported net income rose from -$549K in the plan year 2022 filing to $542K in the plan year 2023 filing.
  • Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan reported participants fell from 334 in the plan year 2022 filing to 111 in the plan year 2023 filing.
  • Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411387414 · Southeastern Minnesota Center for Independent Living, Inc. PY 2023 · 401(k)

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan · $4M · 111 · 39th

  • RANK $4M
  • PHOTO 111
  • IND 39th
  • EOY 401(k)
  • 5500 near Commercial Interiors Profit Sharing Plan
  • ASSETS ind #7300

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 →

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan in the asset neighbourhood

Southeastern Minnesota Center for Independent Living, Inc. 403(b) PlanSoutheastern Minnesota Cente…$4MCommercial Interiors Profit Sharing PlanCommercial Interiors Profit …$4MSuperior Choice Credit Union 401(k) Plan & TrustSuperior Choice Credit Union…$4MCope Commercial Flooring and Interiors, Inc. Retirement PlanCope Commercial Flooring and…$4MThe Clearman's Restaurant Group 401(k) Retirement PlanThe Clearman's Restaurant Gr…$4M
End-of-year total assets ($M) among Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$542K
Employer EIN411387414
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Minnesota Center for Independent Living, Inc.)

Sponsor-wide plan assets over time

All Southeastern Minnesota Center for Independent Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.258273007846654% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.19M $4.25M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 334 $3M
2023 1 111 $4M
2024 1 218 $4M

Nearby 401(k) Plans in Minnesota

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

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan, Total assets ($B): 0.003728591 · Participants: 111Southeastern Minnesota Center for Independent Living, Inc. 403(b) 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
Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan side-by-side with 3 peers →

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Commercial Interiors Profit Sharing Plan in TX ($4M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan assets move in 2023? ▼
Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan grew sharply - up 17.0% during 2023, from $3M to $4M. Reported net income was $542K.
How have Southeastern Minnesota Center for Independent Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Minnesota Center for Independent Living, Inc.'s sponsor-wide assets grew 33.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commercial Interiors Profit Sharing Plan in TX ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 411387414.

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.