401(k) · DOL Form 5500 · 2024

TUBMAN 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
114
Participants Small participant base
53rd
Percentile by assets National rank
$76,978
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tubman 401(k) Plan · Sponsored by TUBMAN · Minnesota · Healthcare & Social Assistance

$9M in assets, 114 participants

TUBMAN's Tubman 401(k) Plan reported $9M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,849 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Tubman 401(k) Plan covers 114 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $9M.

#9,849
in Healthcare & Social Assistance (16,916 peers)
+17.8%
assets growth YoY

Tubman 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tubman 401(k) Plan vs every filed plan by assets

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

$8,775,458 Top 47% higher than 53% 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

Tubman 401(k) 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. Tubman 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tubman 401(k) Plan reported participants rose from 90 in the plan year 2023 filing to 114 in the plan year 2024 filing.
  • Tubman 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Tubman 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411240048 · TUBMAN PY 2024 · 401(k)

Tubman 401(k) Plan · $9M · 114 · 53rd

  • TYPE $9M
  • NET 114
  • BOOK 53rd
  • VS-ST 401(k)
  • BOY near Mar-Hy Distributors 401(k) Profit Sharing Plan
  • SCH ind #9849

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 →

Tubman 401(k) Plan in the asset neighbourhood

Tubman 401(k) Plan$9MMar-Hy Distributors 401(k) Profit Sharing PlanMar-Hy Distributors 401(k) P…$9MDhi Corp. 401(k) Plan$9MClassic Coal Sales, Inc. 401(k) PlanClassic Coal Sales, Inc. 401…$9MNavios Savings Plan$9M
End-of-year total assets ($M) among Tubman 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN411240048
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TUBMAN)

Sponsor-wide plan assets over time

All TUBMAN plans reported in each filing year

Latest sponsor-wide plan assets
$9M 47.24799883214521% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.96M $8.78M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 96 $6M
2023 1 90 $7M
2024 1 114 $9M

Nearby 401(k) Plans in Minnesota

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

Tubman 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Tubman 401(k) Plan, Total assets ($B): 0.008775458 · Participants: 114Tubman 401(k) 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
Tubman 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Tubman 401(k) Plan side-by-side with 3 peers →

Tubman 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Mar-Hy Distributors 401(k) Profit Sharing Plan in OR ($9M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Tubman 401(k) Plan assets move in 2024? ▼
Tubman 401(k) Plan grew sharply - up 17.8% during 2024, from $7M to $9M. Reported net income was $1M.
How have TUBMAN plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), TUBMAN's sponsor-wide assets grew 47.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Tubman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mar-Hy Distributors 401(k) Profit Sharing Plan in OR ($9M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Tubman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 411240048.

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.