Profit Sharing · DOL Form 5500 · 2024
Ellis Peilen & Son Inc. Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 2
- Participants
- 36th
- Percentile by assets
- $1.7M
- Avg per participant
Official DOL plan name: Ellis Peilen & Son Inc · Sponsored by Ellis Peilen & Son Inc. · Minnesota · Finance & Insurance
$3M in assets, 2 participants
Ellis Peilen & Son Inc.'s Ellis Peilen & Son Inc reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- 36th percentile by assets (of 123,622 plans)
- #2,046 in Finance & Insurance (8,549 peers)
Ellis Peilen & Son Inc. multi-year trail
Ellis Peilen & Son Inc.'s plans moved +17.4% in assets from 2022 to 2024; this filing shows Ellis Peilen & Son Inc at $3M / 2 participants.
- $3M
- total plan assets (2024 EOY)
- 2
- covered participants
- 36th
- percentile by assets (of 123,622 plans)
- $1.7M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ellis Peilen & Son Inc reported net income rose from $237K in the plan year 2023 filing to $278K in the plan year 2024 filing.
- Ellis Peilen & Son Inc end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Ellis Peilen & Son Inc. across 3 plan years on file
Across the 3 plan years Ellis Peilen & Son Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 17.4%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($3M).
Ellis Peilen & Son Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $3M |
Ellis Peilen & Son Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $278K |
| Employer EIN | 411278172 |
| Plan Effective Date | 1977-08-08 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Ellis Peilen & Son Inc vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
- Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
- Allina 403(b) Retirement Savings Plan $902M · 8,757
- Fairview Health Services Pension Plan $644M · 4,702
- Cargill Employee Retirement Account Plan $613M · 20,683
- Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Ellis Peilen & Son Inc by total assets, not by location.
Frequently Asked Questions
How did Ellis Peilen & Son Inc assets move in 2024? ▼
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Next read for Ellis Peilen & Son Inc
Multi-year trail
Ways to act on Ellis Peilen & Son Inc's numbers.
- By total assets, Ellis Peilen & Son Inc ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- Ellis Peilen & Son Inc.'s sponsor-wide assets have grown 17.4% since 2022 across 3 plan years on file. More Finance & Insurance plans