401(k) · DOL Form 5500 · 2024

Touchstone Mental Health 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
213
Participants Below avg headcount
45th
Percentile by assets National rank
$27,295
Avg per participant Low balance/head
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Official DOL plan name: Touchstone Mental Health 401(k) Plan · Sponsored by Touchstone Mental Health · Minnesota · Healthcare & Social Assistance

$6M in assets, 213 participants

Touchstone Mental Health's Touchstone Mental Health 401(k) Plan reported $6M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,173 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Touchstone Mental Health 401(k) Plan covers 213 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#8,173
in Healthcare & Social Assistance (16,916 peers)
+5.8%
assets growth YoY

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

Touchstone Mental Health 401(k) Plan vs every filed plan by assets

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

$5,813,839 45th percentile higher than 45% 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

Touchstone Mental Health 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. Touchstone Mental Health 401(k) Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Touchstone Mental Health 401(k) Plan reported net income fell from $572K in the plan year 2023 filing to $320K in the plan year 2024 filing.
  • Touchstone Mental Health 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411920740 · Touchstone Mental Health PY 2024 · 401(k)

Touchstone Mental Health 401(k) Plan · $6M · 213 · 45th

  • EBSA $6M
  • EBSA 213
  • EBSA 45th
  • EBSA 401(k)
  • EBSA near Sanderson Wealth Management, LLC 401(k) Savings Plan
  • EBSA ind #8173

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 →

Touchstone Mental Health 401(k) Plan in the asset neighbourhood

Touchstone Mental Health 401(k) PlanTouchstone Mental Health 401…$6MSanderson Wealth Management, LLC 401(k) Savings PlanSanderson Wealth Management,…$6MAlliance Recruiting 401(k)) PlanAlliance Recruiting 401(k)) …$6MLauria Tokunaga Gates & Linn, LLP 401(k) Profit Sharing PlanLauria Tokunaga Gates & Linn…$6MSafeguard US Holdco Inc. Retirement PlanSafeguard US Holdco Inc. Ret…$6M
End-of-year total assets ($M) among Touchstone Mental Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$320K
Employer EIN411920740
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Touchstone Mental Health)

Sponsor-wide plan assets over time

All Touchstone Mental Health plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.13225977787919% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.92M $5.81M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 226 $5M
2023 1 211 $5M
2024 1 213 $6M

Nearby 401(k) Plans in Minnesota

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

Touchstone Mental Health 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Touchstone Mental Health 401(k) Plan, Total assets ($B): 0.005813839 · Participants: 213Touchstone Mental Health 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
Touchstone Mental Health 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Touchstone Mental Health 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Sanderson Wealth Management, LLC 401(k) Savings Plan in NY ($6M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Touchstone Mental Health 401(k) Plan assets move in 2024? ▼
Touchstone Mental Health 401(k) Plan grew at a solid clip - up 5.8% during 2024, from $5M to $6M. Reported net income was $320K.
How have Touchstone Mental Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Touchstone Mental Health's sponsor-wide assets grew 18.1%, from $5M to $6M.
Which 401(k) plans are similar in size to Touchstone Mental Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sanderson Wealth Management, LLC 401(k) Savings Plan in NY ($6M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Touchstone Mental Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thirdera, LLC in CO (213 participants, N/A 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 411920740.

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.