401(k) · DOL Form 5500 · 2024
Felhaber, Larson, Fenlon,Vogt, P.a. 401(k) Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 72
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan · Sponsored by Felhaber, Larson, Fenlon,Vogt, P.a. · Minnesota · Professional & Technical Services
$86M in assets, 72 participants
Felhaber, Larson, Fenlon,Vogt, P.a.'s The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan reported $86M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,232 in Professional & Technical Services (20,173 peers)
Where The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan sits by assets
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $86M for 72 participants (~$1.2M/participant), up 10.2% in 2024.
- #18,232
- in Professional & Technical Services (20,173 peers)
- +10.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan's outsized position by total assets
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$85,671,091 Top 11% higher than 89% 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
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan reported participants rose from 61 in the plan year 2023 filing to 72 in the plan year 2024 filing.
- The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan end-of-year assets rose from $78M in the plan year 2023 filing to $86M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 410991071 · Felhaber, Larson, Fenlon,Vogt, P.a. PY 2024 · 401(k)
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan · $86M · 72 · 89th
- EBSA $86M
- EBSA 72
- EBSA 89th
- EBSA 401(k)
- EBSA near Dean Dorton Allen Ford, PLLC Retirement Plan
- EBSA ind #18232
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 →
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $8M |
| Employer EIN | 410991071 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Felhaber, Larson, Fenlon,Vogt, P.a.)
Sponsor-wide plan assets over time
All Felhaber, Larson, Fenlon,Vogt, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 25.100964772136685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 64 | $68M |
| 2023 | 1 | 61 | $78M |
| 2024 | 1 | 72 | $86M |
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
The Felhaber, Larson, Fenlon & Vogt, P.a. Employee Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Dean Dorton Allen Ford, PLLC Retirement Plan in KY ($86M); 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 ($86M 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.