Profit Sharing · DOL Form 5500 · 2024

Ellis Peilen & Son Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 2
Participants Small participant base: 36th
Percentile by assets National rank: $1.7M
Avg per participant High balance/head

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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.

#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.

#2,046
in Finance & Insurance (8,549 peers): +8.7%
assets growth YoY

Ellis Peilen & Son Inc's mid-pack asset rank among Finance & Insurance and all filers

Ellis Peilen & Son Inc vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,483,572 36th percentile higher than 36% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ellis Peilen & Son Inc among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellis Peilen & Son Inc is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411278172 · Ellis Peilen & Son Inc. PY 2024 · Profit Sharing

Ellis Peilen & Son Inc · $3M · 2 · 36th

RANK $3M
RANK 2
RANK 36th
RANK Profit Sharing
RANK near Classic Tile, Inc. Profit Sharing Plan
RANK ind #2046

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 →

End-of-year total assets ($M) among Ellis Peilen & Son Inc and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ellis Peilen & Son Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 17.383877951595103% vs 2022; 2024 filing year

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

Compare Ellis Peilen & Son Inc side-by-side with 3 peers →

Ellis Peilen & Son Inc's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Classic Tile, Inc. Profit Sharing Plan in NJ ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Classic Tile, Inc. Profit Sharing Plan (NJ) $3M · 11
American Funds Basic Profit Sharing Plan for Boxing Cat Films (MI) $3M · 6
Gragson, Casiday & Guillory Retirement Plan (LA) $3M · 13
O. B. Atwell & Company, Inc. Profit Sharing Plan (FL) $3M · 3

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ellis Peilen & Son Inc assets move in 2024? ▼

Ellis Peilen & Son Inc grew at a solid clip - up 8.7% during 2024, from $3M to $3M. Reported net income was $278K.

How have Ellis Peilen & Son Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ellis Peilen & Son Inc.'s sponsor-wide assets grew 17.4%, from $3M to $3M.

Which Profit Sharing plans are similar in size to Ellis Peilen & Son Inc? ▼

Among Profit Sharing plans in other states, the closest by assets is Classic Tile, Inc. Profit Sharing Plan in NJ ($3M, 11 participants).

Which Profit Sharing plans cover a similar participant headcount to Ellis Peilen & Son Inc? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411278172.