Profit Sharing · DOL Form 5500 · 2024
Haasken Dental, LLC Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $590,541
- Avg per participant High balance/head
Official DOL plan name: Fidelity Retirement Plan · Sponsored by Haasken Dental, LLC · Minnesota · Healthcare & Social Assistance
$4M in assets, 6 participants
Haasken Dental, LLC's Fidelity Retirement Plan reported $4M in total assets and 6 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.
- #6,330 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Fidelity Retirement Plan grew sharply 20.7% in 2024 ($3M → $4M) for 6 participants.
- #6,330
- in Healthcare & Social Assistance (16,916 peers)
- +20.7%
- assets growth YoY
Fidelity Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Fidelity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,543,243 36th percentile higher than 36% 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
Fidelity Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fidelity Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fidelity Retirement Plan reported net income rose from -$624K in the plan year 2023 filing to $608K in the plan year 2024 filing.
- Fidelity Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Fidelity Retirement Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 814762428 · Haasken Dental, LLC PY 2024 · Profit Sharing
Fidelity Retirement Plan · $4M · 6 · 36th
- SCH $4M
- SCH 6
- SCH 36th
- SCH Profit Sharing
- SCH near Vartanian & Sons, Inc Profit Sharing Plan
- SCH ind #6330
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 →
Fidelity Retirement Plan in the asset neighbourhood
Haasken Dental, LLC years around the 2024 move
Sponsor-wide plan assets over time
All Haasken Dental, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 0.4719044123905245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $4M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 6 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $608K |
| Employer EIN | 814762428 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
- Allina 403(b) Retirement Savings Plan $902M · 8,757
- Fairview Health Services Pension Plan $644M · 4,702
- Cargill Employee Retirement Account Plan $613M · 20,683
- Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323
Fidelity Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Vartanian & Sons, Inc Profit Sharing Plan in NY ($4M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.