401(k) · DOL Form 5500 · 2024

Stubbe & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
125
Participants Small participant base
61st
Percentile by assets National rank
$100,342
Avg per participant Below avg balance/head
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Official DOL plan name: Stubbe & Associates, Inc. Savings Plan · Sponsored by Stubbe & Associates, Inc. · Minnesota · Professional & Technical Services

$13M in assets, 125 participants

Stubbe & Associates, Inc.'s Stubbe & Associates, Inc. Savings Plan reported $13M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,965 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Stubbe & Associates, Inc. Savings Plan covers 125 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.

#11,965
in Professional & Technical Services (20,173 peers)
-7.2%
assets change YoY

The plan reported a net loss of $942K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stubbe & Associates, Inc. Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stubbe & Associates, Inc. Savings Plan vs every filed plan by assets

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

$12,542,761 Top 39% higher than 61% 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

Stubbe & Associates, Inc. Savings 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. Stubbe & Associates, Inc. Savings Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stubbe & Associates, Inc. Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$942K in the plan year 2024 filing.
  • Stubbe & Associates, Inc. Savings Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Stubbe & Associates, Inc. Savings Plan reported participants rose from 117 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411546926 · Stubbe & Associates, Inc. PY 2024 · 401(k)

Stubbe & Associates, Inc. Savings Plan · $13M · 125 · 61st

  • NET $13M
  • BOOK 125
  • VS-ST 61st
  • BOY 401(k)
  • SCH near Blue Ridge Lumber Co. 401(k) Retirement Plan
  • EBSA ind #11965

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 →

Stubbe & Associates, Inc. Savings Plan in the asset neighbourhood

Stubbe & Associates, Inc. Savings PlanStubbe & Associates, Inc. Sa…$13MBlue Ridge Lumber Co. 401(k) Retirement PlanBlue Ridge Lumber Co. 401(k)…$13MFlorida East Coast Railway, LLC Hourly Deferral PlanFlorida East Coast Railway, …$13MBob Hall, Inc. 401(k) Profit Sharing PlanBob Hall, Inc. 401(k) Profit…$13MStova Group, LLC 401(k) Profit Sharing & TrustStova Group, LLC 401(k) Prof…$13M
End-of-year total assets ($M) among Stubbe & Associates, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$942K
Employer EIN411546926
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stubbe & Associates, Inc.)

Sponsor-wide plan assets over time

All Stubbe & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 6.278840847182189% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $15.6M $14.6M ▼ -6.3%
Year Plans Participants Total Assets
2022 2 235 $16M
2023 2 234 $16M
2024 2 250 $15M

Nearby 401(k) Plans in Minnesota

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

Stubbe & Associates, Inc. Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Stubbe & Associates, Inc. Savings Plan, Total assets ($B): 0.012542761 · Participants: 125Stubbe & Associates, Inc. Savings 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
Stubbe & Associates, Inc. Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Stubbe & Associates, Inc. Savings Plan side-by-side with 3 peers →

Stubbe & Associates, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Blue Ridge Lumber Co. 401(k) Retirement Plan in NJ ($13M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Stubbe & Associates, Inc. Savings Plan assets move in 2024? ▼
Stubbe & Associates, Inc. Savings Plan pulled back noticeably - down 7.2% during 2024, from $14M to $13M. Reported net income was -$942K.
How have Stubbe & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stubbe & Associates, Inc.'s sponsor-wide assets declined 6.3%, from $16M to $15M.
Which 401(k) plans are similar in size to Stubbe & Associates, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Ridge Lumber Co. 401(k) Retirement Plan in NJ ($13M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Stubbe & Associates, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 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 411546926.

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.