401(k) · DOL Form 5500 · 2024

Onward Investors 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
19
Participants Small participant base
39th
Percentile by assets National rank
$222,749
Avg per participant Above avg balance/head
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Official DOL plan name: Onward Investors 401(k) Profit Sharing Plan & Trust · Sponsored by Onward Investors · Minnesota · Real Estate

$4M in assets, 19 participants

Onward Investors's Onward Investors 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,712 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Onward Investors 401(k) Profit Sharing Plan & Trust ranks #2,712 of 4,605 2024 filers by assets (614% of the sector average)-$4M for 19 participants.

#2,712
in Real Estate (4,605 peers)
+25.6%
assets growth YoY

Onward Investors 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Onward Investors 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,232,235 39th percentile higher than 39% 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

Onward Investors 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Onward Investors 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Onward Investors 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Onward Investors 401(k) Profit Sharing Plan & Trust reported net income rose from $772K in the plan year 2023 filing to $864K in the plan year 2024 filing.
  • Onward Investors 401(k) Profit Sharing Plan & Trust reported participants rose from 17 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 454978556 · Onward Investors PY 2024 · 401(k)

Onward Investors 401(k) Profit Sharing Plan & Trust · $4M · 19 · 39th

  • NET $4M
  • NET 19
  • NET 39th
  • NET 401(k)
  • NET near San Diego Regional Chamber of Commerce 401(k) Plan
  • NET ind #2712

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 Real Estate retirement plans → · Plans in Minnesota →

Onward Investors 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Onward Investors 401(k) Profit Sharing Plan & TrustOnward Investors 401(k) Prof…$4MSan Diego Regional Chamber of Commerce 401(k) PlanSan Diego Regional Chamber o…$4MLiden, Nestle, Soled & Associates, Inc. 401(k) Profit Sharing PlanLiden, Nestle, Soled & Assoc…$4M403(b) Thrift Plan of Appleseed Community Mental Health Center, Inc.403(b) Thrift Plan of Apples…$4MCaritas Management Corp. 401(k) Profit Sharing Plan & TrustCaritas Management Corp. 401…$4M
End-of-year total assets ($M) among Onward Investors 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$864K
Employer EIN454978556
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Onward Investors)

Sponsor-wide plan assets over time

All Onward Investors plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.647462652979613% vs 2023
2024 filing year
$3M$3.5M$4M$4.5M 20232024 $3.37M $4.23M ▲ +25.5%
Year Plans Participants Total Assets
2023 1 17 $3M
2024 1 19 $4M

Nearby 401(k) Plans in Minnesota

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

Onward Investors 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Onward Investors 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004232235 · Participants: 19Onward Investors 401(k) Profit Sharing Plan & TrustWells 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
Onward Investors 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Onward Investors 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Onward Investors 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is San Diego Regional Chamber of Commerce 401(k) Plan in CA ($4M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Onward Investors 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Onward Investors 401(k) Profit Sharing Plan & Trust grew sharply - up 25.6% during 2024, from $3M to $4M. Reported net income was $864K.
How have Onward Investors plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Onward Investors's sponsor-wide assets grew 25.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Onward Investors 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is San Diego Regional Chamber of Commerce 401(k) Plan in CA ($4M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Onward Investors 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 454978556.

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.