401(k) · DOL Form 5500 · 2024

Assumption Home, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
99
Participants Small participant base
32nd
Percentile by assets National rank
$25,236
Avg per participant Low balance/head
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Official DOL plan name: The Assumption Home 401(k) Plan & Trust · Sponsored by Assumption Home, Inc. · Minnesota · Healthcare & Social Assistance

$2M in assets, 99 participants

Assumption Home, Inc.'s The Assumption Home 401(k) Plan & Trust reported $2M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,240 in Healthcare & Social Assistance (16,916 peers)

Assumption Home, Inc. multi-year trail

Assumption Home, Inc.'s plans moved +13.9% in assets from 2022 to 2024; this filing shows The Assumption Home 401(k) Plan & Trust at $2M / 99 participants.

#5,240
in Healthcare & Social Assistance (16,916 peers)
-3.6%
assets change YoY

The plan reported a net loss of $87K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Assumption Home 401(k) Plan & Trust among the smaller filed plans by assets

The Assumption Home 401(k) Plan & Trust vs every filed plan by assets

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

$2,498,391 32nd percentile higher than 32% of 123,620 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 2024

The Assumption Home 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Assumption Home 401(k) Plan & Trust is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Assumption Home 401(k) Plan & Trust reported net income fell from $391K in the plan year 2023 filing to -$87K in the plan year 2024 filing.
  • The Assumption Home 401(k) Plan & Trust reported participants rose from 88 in the plan year 2023 filing to 99 in the plan year 2024 filing.
  • The Assumption Home 401(k) Plan & Trust end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 410873335 · Assumption Home, Inc. PY 2024 · 401(k)

The Assumption Home 401(k) Plan & Trust · $2M · 99 · 32nd

  • NET $2M
  • NET 99
  • NET 32nd
  • NET 401(k)
  • NET near Infinity Digital LLC Profit Sharing Plan and Trust
  • NET ind #5240

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 →

The Assumption Home 401(k) Plan & Trust in the asset neighbourhood

The Assumption Home 401(k) Plan & TrustThe Assumption Home 401(k) P…$2MInfinity Digital LLC Profit Sharing Plan and TrustInfinity Digital LLC Profit …$2MBehavioral Health Associates 401(k) PlanBehavioral Health Associates…$2MDavis Mail Services, Inc. Retirement PlanDavis Mail Services, Inc. Re…$2MAttala Holdings LLC Retirement PlanAttala Holdings LLC Retireme…$2M
End-of-year total assets ($M) among The Assumption Home 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Assumption Home, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Assumption Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.939122796936438% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.19M $2.5M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 86 $2M
2023 1 88 $3M
2024 1 99 $2M

Assumption Home, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)N/A
Net Income-$87K
Employer EIN410873335
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

The Assumption Home 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants The Assumption Home 401(k) Plan & Trust, Total assets ($B): 0.002498391 · Participants: 99The Assumption Home 401(k) Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
The Assumption Home 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Assumption Home 401(k) Plan & Trust side-by-side with 3 peers →

The Assumption Home 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Infinity Digital LLC Profit Sharing Plan and Trust in WA ($2M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

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 The Assumption Home 401(k) Plan & Trust assets move in 2024? ▼
The Assumption Home 401(k) Plan & Trust edged down modestly - down 3.6% during 2024, from $3M to $2M. Reported net income was -$87K.
How have Assumption Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assumption Home, Inc.'s sponsor-wide assets grew 13.9%, from $2M to $2M.
Which 401(k) plans are similar in size to The Assumption Home 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Infinity Digital LLC Profit Sharing Plan and Trust in WA ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to The Assumption Home 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A 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 410873335.

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.