Profit Sharing · DOL Form 5500 · 2024

Our Lady of Peace Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
140
Participants Small participant base
46th
Percentile by assets National rank
$45,022
Avg per participant Low balance/head
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Official DOL plan name: Our Lady of Peace 403(b) Plan · Sponsored by Our Lady of Peace · Minnesota · Healthcare & Social Assistance

$6M in assets, 140 participants

Our Lady of Peace's Our Lady of Peace 403(b) Plan reported $6M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,524 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Our Lady of Peace 403(b) Plan covers 140 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#8,524
in Healthcare & Social Assistance (16,916 peers)
+6.8%
assets growth YoY

Our Lady of Peace 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Our Lady of Peace 403(b) Plan vs every filed plan by assets

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

$6,303,087 46th percentile higher than 46% 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

Our Lady of Peace 403(b) 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. Our Lady of Peace 403(b) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Our Lady of Peace 403(b) Plan reported net income fell from $780K in the plan year 2023 filing to $400K in the plan year 2024 filing.
  • Our Lady of Peace 403(b) Plan reported participants rose from 107 in the plan year 2023 filing to 140 in the plan year 2024 filing.
  • Our Lady of Peace 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411306947 · Our Lady of Peace PY 2024 · Profit Sharing

Our Lady of Peace 403(b) Plan · $6M · 140 · 46th

  • IND $6M
  • IND 140
  • IND 46th
  • IND Profit Sharing
  • IND near Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan
  • IND ind #8524

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 →

Our Lady of Peace 403(b) Plan in the asset neighbourhood

Alta Partners Profit Sharing TrustAlta Partners Profit Sharing…$6MThink Together - 403(b) ERISA PlanThink Together - 403(b) ERIS…$6MFilipponi & Thompson Drilling, Inc. Profit Sharing PlanFilipponi & Thompson Drillin…$6MOur Lady of Peace 403(b) Plan$6MDrs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing PlanDrs. Russell, Berkebile & As…$6M
End-of-year total assets ($M) among Our Lady of Peace 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$400K
Employer EIN411306947
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Our Lady of Peace)

Sponsor-wide plan assets over time

All Our Lady of Peace plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.029313481312606% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.12M $6.3M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 102 $5M
2023 1 107 $6M
2024 1 140 $6M

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Our Lady of Peace 403(b) Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Our Lady of Peace 403(b) Plan, Total assets ($B): 0.006303087 · Participants: 140Our Lady of Peace 403(b) PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Retirement Account PlanRegions Hospital Retirement Savings 401(k) Plan, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Retirement Savings 401(k) Plan
Our Lady of Peace 403(b) Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Our Lady of Peace 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan in OH ($6M); by covered participants it is Brown Chevrolet Company, Inc. Employees Profit Sharing Plan in TX (140 participants). Same-state nearby plans are listed separately above.

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 Our Lady of Peace 403(b) Plan assets move in 2024?
Our Lady of Peace 403(b) Plan grew at a solid clip - up 6.8% during 2024, from $6M to $6M. Reported net income was $400K.
How have Our Lady of Peace plan assets changed over time?
Across 3 plan years on file (2022-2024), Our Lady of Peace's sponsor-wide assets grew 23.0%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Our Lady of Peace 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Drs. Russell, Berkebile & Associates Inc. Employees' Profit Sharing Plan in OH ($6M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Our Lady of Peace 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Brown Chevrolet Company, Inc. Employees Profit Sharing Plan in TX (140 participants, $5M in assets).