401(k) · DOL Form 5500 · 2024
Toltz King Duvall Anderson and Associates Incorporated 401(k) Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 376
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $190,167
- Avg per participant Above avg balance/head
Official DOL plan name: Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan · Sponsored by Toltz King Duvall Anderson and Associates Incorporated · Minnesota · Professional & Technical Services
$72M in assets, 376 participants
Toltz King Duvall Anderson and Associates Incorporated's Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan reported $72M in total assets and 376 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #17,908 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan covers 376 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $72M.
- #17,908
- in Professional & Technical Services (20,173 peers)
- +20.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan's outsized position by total assets
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$71,502,675 Top 12% higher than 88% 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
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible 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. Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan sits mid-pack in the medium band (376 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan end-of-year assets rose from $59M in the plan year 2023 filing to $72M in the plan year 2024 filing.
- Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan reported participants rose from 343 in the plan year 2023 filing to 376 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410579540 · Toltz King Duvall Anderson and Associates Incorporated PY 2024 · 401(k)
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan · $72M · 376 · 88th
- ASSETS $72M
- ASSETS 376
- ASSETS 88th
- ASSETS 401(k)
- ASSETS near Saber Healthcare 401(k) Profit Sharing Plan
- ASSETS ind #17908
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 Professional & Technical Services retirement plans → · Plans in Minnesota →
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $13M |
| Employer EIN | 410579540 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Toltz King Duvall Anderson and Associates Incorporated)
Sponsor-wide plan assets over time
All Toltz King Duvall Anderson and Associates Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $126M 34.01152975553083% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 629 | $94M |
| 2023 | 2 | 688 | $111M |
| 2024 | 2 | 759 | $126M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Saber Healthcare 401(k) Profit Sharing Plan in OH ($72M); by covered participants it is Kulicke and Soffa Industries, Inc. Incentive Savings Plan in PA (376 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
- Saber Healthcare 401(k) Profit Sharing Plan (OH) $72M · 14,726
- Urology Clinics of North Texas, PLLC 401(k) Profit Sharing Plan (TX) $71M · 358
- Usertesting 401(k) Plan (CA) $72M · 429
- Schmidbauer Lumber Sawmills 401(k) Plan (CA) $72M · 600
Similar participant headcount
Nearest other-state filings by covered participants (376 participants); asset peers above are excluded.
- Kulicke and Soffa Industries, Inc. Incentive Savings Plan (PA) 376 · 0 off
- Bsc 401(k) Plan (MD) 376 · 0 off
- 4leaf, Inc. 401(k) Profit Sharing Plan (CA) 376 · 0 off
- Fariborz Rodef Dds, Inc. 401(k) Plan (CA) 376 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.