401(k) · DOL Form 5500 · 2023

Certus Financial LLC 401(k) Plan

Data updated 2026-08-25

$768K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$192,011
Avg per participant Above avg balance/head
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Official DOL plan name: Certus Financial LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Certus Financial LLC · Minnesota · Finance & Insurance

$768K in assets, 4 participants

Certus Financial LLC's Certus Financial LLC 401(k) Profit Sharing Plan & Trust reported $768K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,182 in Finance & Insurance (8,869 peers)

Certus Financial LLC multi-year trail

Certus Financial LLC's plans moved +26.7% in assets from 2022 to 2024; this filing shows Certus Financial LLC 401(k) Profit Sharing Plan & Trust at $768K / 4 participants.

#1,182
in Finance & Insurance (8,869 peers)
+20.9%
assets growth YoY

Certus Financial LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Certus Financial LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$768,044 21st percentile higher than 21% 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

Certus Financial LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Certus Financial LLC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Certus Financial LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$34K in the plan year 2022 filing to $133K in the plan year 2023 filing.
  • Certus Financial LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Certus Financial LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $635K in the plan year 2022 filing to $768K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 271315084 · Certus Financial LLC PY 2023 · 401(k)

Certus Financial LLC 401(k) Profit Sharing Plan & Trust · $768K · 4 · 21st

  • VS-ST $768K
  • VS-ST 4
  • VS-ST 21st
  • VS-ST 401(k)
  • VS-ST near Daniel Arsham, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #1182

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 →

Certus Financial LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Certus Financial LLC 401(k) Profit Sharing Plan & TrustCertus Financial LLC 401(k) …$768KDaniel Arsham, Inc. 401(k) Profit Sharing PlanDaniel Arsham, Inc. 401(k) P…$768KTribotech Performance Fluids Inc. 401(k) PlanTribotech Performance Fluids…$768KOutcomes Unlimited, Inc. 401(k) Profit Sharing PlanOutcomes Unlimited, Inc. 401…$768KHighland Valley Supply, Inc. 401(k) Profit Sharing PlanHighland Valley Supply, Inc.…$768K
End-of-year total assets ($M) among Certus Financial LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Certus Financial LLC multi-year asset trail

Sponsor-wide plan assets over time

All Certus Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$805K 26.66581694070329% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.64M $0.8M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 2 $635K
2023 1 4 $768K
2024 1 4 $805K

Certus Financial LLC filing trail (2023)

Total Assets (Beginning of Year)$635K
Net Assets (End of Year)$768K
Net Income$133K
Employer EIN271315084
Plan Effective Date2010-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Certus Financial LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Certus Financial LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000768044 · Participants: 4Certus Financial LLC 401(k) Profit Sharing Plan & TrustUnitedhealth 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
Certus Financial LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Certus Financial LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Certus Financial LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Daniel Arsham, Inc. 401(k) Profit Sharing Plan in NY ($768K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Certus Financial LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Certus Financial LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 20.9% during 2023, from $635K to $768K. Reported net income was $133K.
How have Certus Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Certus Financial LLC's sponsor-wide assets grew 26.7%, from $635K to $805K.
Where does Certus Financial LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Certus Financial LLC 401(k) Profit Sharing Plan & Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Certus Financial LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Daniel Arsham, Inc. 401(k) Profit Sharing Plan in NY ($768K, 15 participants).
Which 401(k) plans cover a similar participant headcount to Certus Financial LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 271315084.

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.