401(k) · DOL Form 5500 · 2024

AEON 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 229
Participants Below avg headcount: 49th
Percentile by assets National rank: $31,952
Avg per participant Low balance/head

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Official DOL plan name: Aeon 403(b) Plan · Sponsored by AEON · Minnesota · Other Services

$7M in assets, 229 participants

AEON's Aeon 403(b) Plan reported $7M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

#5,365 in Other Services (7,719 peers)

Coverage in Minnesota

Aeon 403(b) Plan covers 229 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.

#5,365
in Other Services (7,719 peers): +16.5%
assets growth YoY

Aeon 403(b) Plan's mid-pack asset rank among Other Services and all filers

Aeon 403(b) Plan vs every filed plan by assets

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

$7,317,029 49th percentile higher than 49% 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

Aeon 403(b) 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. Aeon 403(b) Plan sits mid-pack in the medium band (229 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Aeon 403(b) Plan reported net income rose from -$178K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Aeon 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Aeon 403(b) Plan reported participants fell from 236 in the plan year 2023 filing to 229 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411558711 · AEON PY 2024 · 401(k)

Aeon 403(b) Plan · $7M · 229 · 49th

ASSETS $7M
ASSETS 229
ASSETS 49th
ASSETS 401(k)
ASSETS near Wealthquest 401(k) Pooled Employer Plan
ASSETS ind #5365

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 Other Services retirement plans → · Plans in Minnesota →

End-of-year total assets ($M) among Aeon 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	411558711
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (AEON)

Latest sponsor-wide plan assets: $7M 13.737304086832344% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	229	$6M
2023	1	236	$6M
2024	1	229	$7M

Nearby 401(k) Plans in Minnesota

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

Aeon 403(b) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

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

Compare Aeon 403(b) Plan side-by-side with 3 peers →

Aeon 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Wealthquest 401(k) Pooled Employer Plan in FL ($7M); by covered participants it is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Wealthquest 401(k) Pooled Employer Plan (FL) $7M · 70
Parmann Group, P.a. Profit Sharing Plan (SC) $7M · 1
John Vance Auto Group 401(k) Plan (OK) $7M · 247
Tcc 401(k) Plan (IN) $7M · 141

Similar participant headcount

Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.

Hunter's Ambulance Savings & Retirement Plan (CT) 229 · 0 off
Duke Aerial, Inc. 401(k) Plan (IA) 229 · 0 off
Alpha Measurement Solutions, LLC. (TX) 229 · 0 off
Anderson Equipment Company Retirement Savings Plan (PA) 229 · 0 off

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 Aeon 403(b) Plan assets move in 2024? ▼

Aeon 403(b) Plan grew sharply - up 16.5% during 2024, from $6M to $7M. Reported net income was $1M.

How have AEON plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), AEON's sponsor-wide assets grew 13.7%, from $6M to $7M.

Which 401(k) plans are similar in size to Aeon 403(b) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wealthquest 401(k) Pooled Employer Plan in FL ($7M, 70 participants).

Which 401(k) plans cover a similar participant headcount to Aeon 403(b) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants, N/A 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 411558711.