401(k) · DOL Form 5500 · 2024
Ebenezer Society 401(k) Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 4,501
- Participants Above avg headcount
- 87th
- Percentile by assets National rank
- $14,310
- Avg per participant Low balance/head
Official DOL plan name: Ebenezer Society 401(k) Profit-Sharing Plan · Sponsored by Ebenezer Society · Minnesota · Healthcare & Social Assistance
$64M in assets, 4,501 participants
Ebenezer Society's Ebenezer Society 401(k) Profit-Sharing Plan reported $64M in total assets and 4,501 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.
- #15,002 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Ebenezer Society 401(k) Profit-Sharing Plan covers 4,501 participants in Minnesota, 4.0x the typical Minnesota plan (state average ~1,126 per filing). Assets: $64M.
- #15,002
- in Healthcare & Social Assistance (16,916 peers)
- +35.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Ebenezer Society 401(k) Profit-Sharing Plan's outsized position by total assets
Ebenezer Society 401(k) Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$64,407,438 Top 13% higher than 87% 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
Ebenezer Society 401(k) Profit-Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ebenezer Society 401(k) Profit-Sharing Plan lands in the large band (4,501 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ebenezer Society 401(k) Profit-Sharing Plan reported participants rose from 2,914 in the plan year 2023 filing to 4,501 in the plan year 2024 filing.
- Ebenezer Society 401(k) Profit-Sharing Plan end-of-year assets rose from $47M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Ebenezer Society 401(k) Profit-Sharing Plan reported net income rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 410706141 · Ebenezer Society PY 2024 · 401(k)
Ebenezer Society 401(k) Profit-Sharing Plan · $64M · 4,501 · 87th
- IND $64M
- IND 4,501
- IND 87th
- IND 401(k)
- IND near Forkardt Hardinge Retirement Plan
- IND ind #15002
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 →
Ebenezer Society 401(k) Profit-Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $17M |
| Employer EIN | 410706141 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ebenezer Society)
Sponsor-wide plan assets over time
All Ebenezer Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 19.307307861295303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,952 | $69M |
| 2023 | 2 | 3,683 | $65M |
| 2024 | 2 | 6,233 | $82M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Ebenezer Society 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Forkardt Hardinge Retirement Plan in NY ($64M); by covered participants it is Hubspot, Inc. 401(k) Profit Sharing Plan & Trust in MA (4,502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Forkardt Hardinge Retirement Plan (NY) $64M · 488
- Swanson Group, Inc. and Affiliated Companies Employee Savings Plan (OR) $64M · 741
- Tyonek Native Corporation 401(k) Plan (AL) $64M · 1,586
- Apco Holdings 401(k) Plan (GA) $64M · 467
Similar participant headcount
Nearest other-state filings by covered participants (4,501 participants); asset peers above are excluded.
- Hubspot, Inc. 401(k) Profit Sharing Plan & Trust (MA) 4,502 · 1 off
- Nidec Motor Corporation Employee Savings Investment Plan (MO) 4,503 · 2 off
- Compass Health, Inc. 401(k) Plan (MO) 4,504 · 3 off
- U.a. Plumbers & Steamfitters Defined Contribution and 401(k) Plan of Texas (TX) 4,498 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.