401(k) · DOL Form 5500 · 2024
Mahoney, Ulbrich, Christiansen & Russ, P.a. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $288,618
- Avg per participant High balance/head
Official DOL plan name: Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust · Sponsored by Mahoney, Ulbrich, Christiansen & Russ, P.a. · Minnesota · Professional & Technical Services
$21M in assets, 72 participants
Mahoney, Ulbrich, Christiansen & Russ, P.a.'s Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust reported $21M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #14,177 in Professional & Technical Services (20,173 peers)
Mahoney, Ulbrich, Christiansen & Russ, P.a. multi-year trail
Mahoney, Ulbrich, Christiansen & Russ, P.a.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust at $21M / 72 participants.
- #14,177
- in Professional & Technical Services (20,173 peers)
- +20.7%
- assets growth YoY
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust's outsized position by total assets
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,780,465 Top 29% higher than 71% 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
Mahoney, Ulbrich, Christiansen & Russ, P.a. 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. Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust reported participants rose from 68 in the plan year 2023 filing to 72 in the plan year 2024 filing.
DOL schedule card
Filing strip 411647057 · Mahoney, Ulbrich, Christiansen & Russ, P.a. PY 2024 · 401(k)
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust · $21M · 72 · 71st
- SCH $21M
- EBSA 72
- PART 71st
- TYPE 401(k)
- NET near Minebea-Accesssolutions USA Inc. 401(k) Plan
- BOOK ind #14177
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 →
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust in the asset neighbourhood
Mahoney, Ulbrich, Christiansen & Russ, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Mahoney, Ulbrich, Christiansen & Russ, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 30.917241868539097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 70 | $16M |
| 2023 | 1 | 68 | $17M |
| 2024 | 1 | 72 | $21M |
Mahoney, Ulbrich, Christiansen & Russ, P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 411647057 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
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
Mahoney, Ulbrich, Christiansen & Russ, P.a. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Minebea-Accesssolutions USA Inc. 401(k) Plan in GA ($21M); by covered participants it is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Malonebailey LLP 401(k) Profit Sharing Plan (TX) 72 · 0 off
- Hi-Tek Professional 401(k) Plan (PA) 72 · 0 off
- Brightspot 401(k) Plan (TX) 72 · 0 off
- Smith News Company, Inc. 401(k) Profit Sharing Plan (CA) 72 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.