401(k) · DOL Form 5500 · 2024

Elder-Jones, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
111
Participants Small participant base
60th
Percentile by assets National rank
$111,816
Avg per participant Below avg balance/head
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Official DOL plan name: Elder-Jones, Inc. 401(k) Profit Sharing Plan · Sponsored by Elder-Jones, Inc. · Minnesota · Administrative & Support Services

$12M in assets, 111 participants

Elder-Jones, Inc.'s Elder-Jones, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,407 in Administrative & Support Services (4,368 peers)

Coverage in Minnesota

Elder-Jones, Inc. 401(k) Profit Sharing Plan covers 111 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.

#3,407
in Administrative & Support Services (4,368 peers)
+4.0%
assets growth YoY

Elder-Jones, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Elder-Jones, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,411,553 Top 40% higher than 60% 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

Elder-Jones, Inc. 401(k) Profit Sharing 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. Elder-Jones, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elder-Jones, Inc. 401(k) Profit Sharing Plan reported participants fell from 132 in the plan year 2023 filing to 111 in the plan year 2024 filing.
  • Elder-Jones, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 410974888 · Elder-Jones, Inc. PY 2024 · 401(k)

Elder-Jones, Inc. 401(k) Profit Sharing Plan · $12M · 111 · 60th

  • EBSA $12M
  • PART 111
  • TYPE 60th
  • NET 401(k)
  • BOOK near First Citizens' Federal Credit Union 401(k) Plan
  • VS-ST ind #3407

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 Administrative & Support Services retirement plans → · Plans in Minnesota →

Elder-Jones, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Elder-Jones, Inc. 401(k) Profit Sharing PlanElder-Jones, Inc. 401(k) Pro…$12MFirst Citizens' Federal Credit Union 401(k) PlanFirst Citizens' Federal Cred…$12MEdp Pc's 401(k) Plan$12MAui, Inc. 401(k) Profit Sharing PlanAui, Inc. 401(k) Profit Shar…$12MMuncaster Capital of Texas 401(k) PlanMuncaster Capital of Texas 4…$12M
End-of-year total assets ($M) among Elder-Jones, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$478K
Employer EIN410974888
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elder-Jones, Inc.)

Sponsor-wide plan assets over time

All Elder-Jones, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.370745376068848% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.5M $12.4M ▲ +8.4%
Year Plans Participants Total Assets
2022 1 120 $11M
2023 1 132 $12M
2024 1 111 $12M

Nearby 401(k) Plans in Minnesota

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

Elder-Jones, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Elder-Jones, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012411553 · Participants: 111Elder-Jones, Inc. 401(k) Profit Sharing 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
Elder-Jones, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Elder-Jones, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Elder-Jones, Inc. 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 First Citizens' Federal Credit Union 401(k) Plan in MA ($12M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Elder-Jones, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Elder-Jones, Inc. 401(k) Profit Sharing Plan edged up modestly - up 4.0% during 2024, from $12M to $12M. Reported net income was $478K.
How have Elder-Jones, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elder-Jones, Inc.'s sponsor-wide assets grew 8.4%, from $11M to $12M.
Which 401(k) plans are similar in size to Elder-Jones, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Citizens' Federal Credit Union 401(k) Plan in MA ($12M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Elder-Jones, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M 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 410974888.

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.