401(k) · DOL Form 5500 · 2024

Interstate Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Below avg plan size
1,536
Participants Near avg headcount
90th
Percentile by assets National rank
$64,827
Avg per participant Low balance/head
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Official DOL plan name: Interstate and Istate 401(k) Profit Sharing Plan · Sponsored by Interstate Companies, Inc. · Minnesota · Professional & Technical Services

$100M in assets, 1,536 participants

Interstate Companies, Inc.'s Interstate and Istate 401(k) Profit Sharing Plan reported $100M in total assets and 1,536 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,463 in Professional & Technical Services (20,173 peers)

Where Interstate and Istate 401(k) Profit Sharing Plan sits by assets

Interstate and Istate 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $100M for 1,536 participants (~$64,827/participant), up 13.1% in 2024.

#18,463
in Professional & Technical Services (20,173 peers)
+13.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Interstate and Istate 401(k) Profit Sharing Plan's outsized position by total assets

Interstate and Istate 401(k) Profit Sharing Plan vs every filed plan by assets

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

$99,574,806 Top 10% higher than 90% 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

Interstate and Istate 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Interstate and Istate 401(k) Profit Sharing Plan lands in the large band (1,536 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Interstate and Istate 401(k) Profit Sharing Plan reported net income fell from $17M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Interstate and Istate 401(k) Profit Sharing Plan end-of-year assets rose from $88M in the plan year 2023 filing to $100M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411634358 · Interstate Companies, Inc. PY 2024 · 401(k)

Interstate and Istate 401(k) Profit Sharing Plan · $100M · 1,536 · 90th

  • TYPE $100M
  • TYPE 1,536
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Lerch, Early and Brewer Chartered 401(k) Plan
  • TYPE ind #18463

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 →

Interstate and Istate 401(k) Profit Sharing Plan in the asset neighbourhood

Mid-Ohio Emergency Services, LLC 401(k) Plan and TrustMid-Ohio Emergency Services,…$100MUtah Emergency Physicians, P.C. Profit Sharing Plan Spy 2024Utah Emergency Physicians, P…$100MInterstate and Istate 401(k) Profit Sharing PlanInterstate and Istate 401(k)…$100MLerch, Early and Brewer Chartered 401(k) PlanLerch, Early and Brewer Char…$100MStimson Lumber Company 401(k) PlanStimson Lumber Company 401(k…$100M
End-of-year total assets ($M) among Interstate and Istate 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$100M
Net Income$11M
Employer EIN411634358
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interstate Companies, Inc.)

Sponsor-wide plan assets over time

All Interstate Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100M 39.57933097670538% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $71.3M $99.6M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 1,485 $71M
2023 1 1,527 $88M
2024 1 1,536 $100M

Nearby 401(k) Plans in Minnesota

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

Interstate and Istate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Interstate and Istate 401(k) Profit Sharing Plan, Total assets ($B): 0.099574806 · Participants: 1536Interstate and Istate 401(k) Profit Sharing 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
Interstate and Istate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Interstate and Istate 401(k) Profit Sharing Plan side-by-side with 3 peers →

Interstate and Istate 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Lerch, Early and Brewer Chartered 401(k) Plan in MD ($100M); by covered participants it is Truckpro, LLC 401(k) Plan in TN (1,536 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,536 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 Interstate and Istate 401(k) Profit Sharing Plan assets move in 2024? ▼
Interstate and Istate 401(k) Profit Sharing Plan grew at a solid clip - up 13.1% during 2024, from $88M to $100M. Reported net income was $11M.
How have Interstate Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interstate Companies, Inc.'s sponsor-wide assets grew 39.6%, from $71M to $100M.
Where does Interstate and Istate 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Interstate and Istate 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Interstate and Istate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lerch, Early and Brewer Chartered 401(k) Plan in MD ($100M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Interstate and Istate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Truckpro, LLC 401(k) Plan in TN (1,536 participants, $50M 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 411634358.

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.