401(k) · DOL Form 5500 · 2024

Fernbrook Family Center 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
109
Participants Small participant base
36th
Percentile by assets National rank
$32,787
Avg per participant Low balance/head
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Official DOL plan name: Fernbrook Family Center 401(k) Savings Plan · Sponsored by Fernbrook Family Center · Minnesota · Healthcare & Social Assistance

$4M in assets, 109 participants

Fernbrook Family Center's Fernbrook Family Center 401(k) Savings Plan reported $4M in total assets and 109 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.

  • #6,365 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Fernbrook Family Center 401(k) Savings Plan covers 109 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#6,365
in Healthcare & Social Assistance (16,916 peers)
+20.8%
assets growth YoY

Fernbrook Family Center 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fernbrook Family Center 401(k) Savings Plan vs every filed plan by assets

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

$3,573,833 36th percentile higher than 36% 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

Fernbrook Family Center 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fernbrook Family Center 401(k) Savings Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fernbrook Family Center 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Fernbrook Family Center 401(k) Savings Plan reported net income fell from $677K in the plan year 2023 filing to $615K in the plan year 2024 filing.
  • Fernbrook Family Center 401(k) Savings Plan reported participants rose from 102 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 412011390 · Fernbrook Family Center PY 2024 · 401(k)

Fernbrook Family Center 401(k) Savings Plan · $4M · 109 · 36th

  • PHOTO $4M
  • IND 109
  • EOY 36th
  • 5500 401(k)
  • ASSETS near Renaissance Regulatory Services, Inc. 401(k) Plan
  • PCT ind #6365

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 →

Fernbrook Family Center 401(k) Savings Plan in the asset neighbourhood

Fernbrook Family Center 401(k) Savings PlanFernbrook Family Center 401(…$4MRenaissance Regulatory Services, Inc. 401(k) PlanRenaissance Regulatory Servi…$4MPenobscot General Contractors Employee Stock Ownership 401(k) PlanPenobscot General Contractor…$4MPhelps Fan, LLC 401(k) Profit Sharing PlanPhelps Fan, LLC 401(k) Profi…$4MOntraport, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Fernbrook Family Center 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$615K
Employer EIN412011390
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fernbrook Family Center)

Sponsor-wide plan assets over time

All Fernbrook Family Center plans reported in each filing year

Latest sponsor-wide plan assets
$4M 56.614900408602566% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.28M $3.57M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 103 $2M
2023 1 102 $3M
2024 1 109 $4M

Nearby 401(k) Plans in Minnesota

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

Fernbrook Family Center 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Fernbrook Family Center 401(k) Savings Plan, Total assets ($B): 0.003573833 · Participants: 109Fernbrook Family Center 401(k) Savings PlanWells 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
Fernbrook Family Center 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Fernbrook Family Center 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Renaissance Regulatory Services, Inc. 401(k) Plan in FL ($4M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Fernbrook Family Center 401(k) Savings Plan assets move in 2024?
Fernbrook Family Center 401(k) Savings Plan grew sharply - up 20.8% during 2024, from $3M to $4M. Reported net income was $615K.
How have Fernbrook Family Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Fernbrook Family Center's sponsor-wide assets grew 56.6%, from $2M to $4M.
Which 401(k) plans are similar in size to Fernbrook Family Center 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Renaissance Regulatory Services, Inc. 401(k) Plan in FL ($4M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Fernbrook Family Center 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M in assets).