401(k) · DOL Form 5500 · 2024

Fiduciary Counselling, Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
92
Participants Small participant base
87th
Percentile by assets National rank
$686,398
Avg per participant High balance/head
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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.

  • #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.

#17,675
in Professional & Technical Services (20,173 peers)
+15.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan's outsized position 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 $2,050,000,000 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

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fiduciary Counselling, Inc. Defined Contribution Retirement Plan is a small filing (92 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 410445819 · Fiduciary Counselling, Inc. PY 2024 · 401(k)

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan · $63M · 92 · 87th

  • EIN $63M
  • EIN 92
  • EIN 87th
  • EIN 401(k)
  • EIN near Weidner 401(k) Retirement Savings Plan
  • EIN ind #17675

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 →

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

Weidner 401(k) Retirement Savings PlanWeidner 401(k) Retirement Sa…$63MNb Ventures, Inc. 401(k) Plan$63MSugar Creek Packing Co. 401(k) Plan and TrustSugar Creek Packing Co. 401(…$63MFiduciary Counselling, Inc. Defined Contribution Retirement PlanFiduciary Counselling, Inc. …$63MNfm, Inc. 401(k) Plan$63M
End-of-year total assets ($M) among Fiduciary Counselling, Inc. Defined Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Fiduciary Counselling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 43.60915413202459% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44M $63.2M ▲ +43.6%
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 ($B) Participants Fiduciary Counselling, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.063148587 · Participants: 92Fiduciary Counselling, Inc. Defined Contribution Retirement 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
Fiduciary Counselling, Inc. Defined Contribution Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Fiduciary Counselling, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Fiduciary Counselling, Inc. Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Weidner 401(k) Retirement Savings Plan in WA ($63M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (92 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 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).
Which 401(k) plans cover a similar participant headcount to Fiduciary Counselling, Inc. Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 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.