401(k) · DOL Form 5500 · 2024

Fiduciary Counselling, Inc. 401(k) Plan

Data updated 2026-08-11

$63M
Total assets
92
Participants
87th
Percentile by assets
$686,398
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Fiduciary Counselling, Inc. Defined Contribution Retirement Plan · Sponsored by Fiduciary Counselling, Inc. · Minnesota · Professional & Technical Services

$63M in assets, 92 participants

Fiduciary Counselling, Inc.'s Fiduciary Counselling, Inc. Defined Contribution Retirement Plan reported $63M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #17,675 in Professional & Technical Services (20,173 peers)

Where Fiduciary Counselling, Inc. Defined Contribution Retirement Plan sits by assets

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $63M for 92 participants (~$686,398/participant), up 15.9% in 2024.

$63M
total plan assets (2024 EOY)
92
covered participants
87th
percentile by assets (of 123,622 plans)
$686,398
avg assets per participant

Where Fiduciary Counselling, Inc. Defined Contribution Retirement Plan sits by total assets

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$63,148,587 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fiduciary Counselling, Inc. Defined Contribution Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Fiduciary Counselling, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $54M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Fiduciary Counselling, Inc. Defined Contribution Retirement Plan reported participants fell from 94 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Minnesota
Industry
Professional & Technical Services

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Fiduciary Counselling, Inc. Defined Contribution Retirement Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$63M
Net Income$9M
Employer EIN410445819
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Counselling, Inc.)

$40M$50M$60M$70M 202220232024 $44M $63.2M ▲ +43.6%
Total plan assets by year, all Fiduciary Counselling, Inc. plans on file
Year Plans Participants Total Assets
2022 1 84 $44M
2023 1 94 $54M
2024 1 92 $63M

Nearby 401(k) Plans in Minnesota

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

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Fiduciary Counsellin…, Total assets ($B): 0.063148587 · Participants: 92Fiduciary Counsellin…Wells Fargo & Compan…, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Compan…Unitedhealth Group 4…, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 4…Medtronic Savings an…, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings an…U.S. Bank 401(k) Sav…, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Sav…
Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Fiduciary Counselling, Inc. Defined Cont… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fiduciary Counselling, Inc. Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Fiduciary Counselling, Inc. Defined Contribution Retirement Plan assets move in 2024? ▼
Fiduciary Counselling, Inc. Defined Contribution Retirement Plan grew sharply - up 15.9% during 2024, from $54M to $63M. Reported net income was $9M.
How have Fiduciary Counselling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fiduciary Counselling, Inc.'s sponsor-wide assets grew 43.6%, from $44M to $63M.
Where does Fiduciary Counselling, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Fiduciary Counselling, Inc. Defined Contribution Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fiduciary Counselling, Inc. Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weidner 401(k) Retirement Savings Plan in WA ($63M, 1,498 participants).

Next read for Fiduciary Counselling, Inc. Defined Cont…

Scale reading

Ways to act on Fiduciary Counselling, Inc. Defined Contribution Retirement Plan's numbers.

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 410445819.

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.