401(k) · DOL Form 5500 · 2024
Workmed Midwest, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $159,411
- Avg per participant Above avg balance/head
Official DOL plan name: Workmed Midwest Retirement Plan · Sponsored by Workmed Midwest, Inc. · Minnesota · Healthcare & Social Assistance
$1M in assets, 8 participants
Workmed Midwest, Inc.'s Workmed Midwest Retirement Plan reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,647 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
Workmed Midwest Retirement Plan contracted severely 35.8% in 2024 ($2M → $1M) for 8 participants.
- #3,647
- in Healthcare & Social Assistance (16,916 peers)
- -35.8%
- assets change YoY
The plan reported a net loss of $712K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Workmed Midwest Retirement Plan among the smaller filed plans by assets
Workmed Midwest Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,275,291 25th percentile higher than 25% 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
Workmed Midwest Retirement 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. Workmed Midwest Retirement Plan is a micro filing (8 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 463060767 · Workmed Midwest, Inc. PY 2024 · 401(k)
Workmed Midwest Retirement Plan · $1M · 8 · 25th
- SCH $1M
- SCH 8
- SCH 25th
- SCH 401(k)
- SCH near Grail Partners, LLC 401(k) Plan
- SCH ind #3647
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 →
Workmed Midwest Retirement Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$712K |
| Employer EIN | 463060767 |
| Plan Effective Date | 2016-01-01 |
| 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
Workmed Midwest Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Grail Partners, LLC 401(k) Plan in CA ($1M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.