401(k) · DOL Form 5500 · 2024

Mosford, Barthel & Co., PLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
10
Participants Small participant base
36th
Percentile by assets National rank
$342,269
Avg per participant High balance/head
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Official DOL plan name: Mosford, Barthel & Co., PLC. Employee Savings Plan · Sponsored by Mosford, Barthel & Co., PLC · Minnesota · Professional & Technical Services

$3M in assets, 10 participants

Mosford, Barthel & Co., PLC's Mosford, Barthel & Co., PLC. Employee Savings Plan reported $3M in total assets and 10 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.

  • #6,583 in Professional & Technical Services (20,173 peers)

Mosford, Barthel & Co., PLC multi-year trail

Mosford, Barthel & Co., PLC's plans moved +26.0% in assets from 2022 to 2024; this filing shows Mosford, Barthel & Co., PLC. Employee Savings Plan at $3M / 10 participants.

#6,583
in Professional & Technical Services (20,173 peers)
+1.6%
assets growth YoY

Mosford, Barthel & Co., PLC. Employee Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mosford, Barthel & Co., PLC. Employee Savings Plan vs every filed plan by assets

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

$3,422,687 36th percentile higher than 36% 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

Mosford, Barthel & Co., PLC. Employee Savings 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. Mosford, Barthel & Co., PLC. Employee Savings Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mosford, Barthel & Co., PLC. Employee Savings Plan reported net income fell from $654K in the plan year 2023 filing to $53K in the plan year 2024 filing.
  • Mosford, Barthel & Co., PLC. Employee Savings Plan reported participants rose from 8 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Mosford, Barthel & Co., PLC. Employee Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411767630 · Mosford, Barthel & Co., PLC PY 2024 · 401(k)

Mosford, Barthel & Co., PLC. Employee Savings Plan · $3M · 10 · 36th

  • VS-ST $3M
  • BOY 10
  • SCH 36th
  • EBSA 401(k)
  • PART near Specialty Appliances LLC 401(k) Retirement Plan
  • TYPE ind #6583

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 →

Mosford, Barthel & Co., PLC. Employee Savings Plan in the asset neighbourhood

Mosford, Barthel & Co., PLC. Employee Savings PlanMosford, Barthel & Co., PLC.…$3MSpecialty Appliances LLC 401(k) Retirement PlanSpecialty Appliances LLC 401…$3MFacilities Consulting Group, LLC 401(k) Profit Sharing PlanFacilities Consulting Group,…$3MCosmetic Solutions, LLC 401(k) PlanCosmetic Solutions, LLC 401(…$3MKids on the Move 401(k) Plan$3M
End-of-year total assets ($M) among Mosford, Barthel & Co., PLC. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mosford, Barthel & Co., PLC multi-year asset trail

Sponsor-wide plan assets over time

All Mosford, Barthel & Co., PLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.025667697032066% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.72M $3.42M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 8 $3M
2024 1 10 $3M

Mosford, Barthel & Co., PLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$53K
Employer EIN411767630
Plan Effective Date1993-12-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Mosford, Barthel & Co., PLC. Employee Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Mosford, Barthel & Co., PLC. Employee Savings Plan, Total assets ($B): 0.003422687 · Participants: 10Mosford, Barthel & Co., PLC. Employee Savings 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
Mosford, Barthel & Co., PLC. Employee Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Mosford, Barthel & Co., PLC. Employee Savings Plan side-by-side with 3 peers →

Mosford, Barthel & Co., PLC. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Specialty Appliances LLC 401(k) Retirement Plan in GA ($3M); by covered participants it is Integrated Retirement Partners Pooled Employer Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Mosford, Barthel & Co., PLC. Employee Savings Plan assets move in 2024? ▼
Mosford, Barthel & Co., PLC. Employee Savings Plan edged up modestly - up 1.6% during 2024, from $3M to $3M. Reported net income was $53K.
How have Mosford, Barthel & Co., PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mosford, Barthel & Co., PLC's sponsor-wide assets grew 26.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Mosford, Barthel & Co., PLC. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Specialty Appliances LLC 401(k) Retirement Plan in GA ($3M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Mosford, Barthel & Co., PLC. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Retirement Partners Pooled Employer Plan in MA (10 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 411767630.

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.