401(k) · DOL Form 5500 · 2024
Ellie Family Services, Pllp 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 547
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $15,415
- Avg per participant Low balance/head
Official DOL plan name: Ellie Mental Health 401(k) Plan · Sponsored by Ellie Family Services, Pllp · Minnesota · Healthcare & Social Assistance
$8M in assets, 547 participants
Ellie Family Services, Pllp's Ellie Mental Health 401(k) Plan reported $8M in total assets and 547 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #9,694 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Ellie Mental Health 401(k) Plan covers 547 participants in Minnesota, about 49% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.
- #9,694
- in Healthcare & Social Assistance (16,916 peers)
- +79.5%
- assets growth YoY
Ellie Mental Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ellie Mental Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,432,107 Top 48% higher than 52% 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
Ellie 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. Ellie Mental Health 401(k) Plan sits mid-pack in the medium band (547 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ellie Mental Health 401(k) Plan reported participants rose from 131 in the plan year 2023 filing to 547 in the plan year 2024 filing.
- Ellie Mental Health 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Ellie Mental Health 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 473503652 · Ellie Family Services, Pllp PY 2024 · 401(k)
Ellie Mental Health 401(k) Plan · $8M · 547 · 52nd
- PCT $8M
- EIN 547
- RANK 52nd
- PHOTO 401(k)
- IND near Packers Plus Energy Services (USA) Inc. 401(k) Plan
- EOY ind #9694
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 →
Ellie Mental Health 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $4M |
| Employer EIN | 473503652 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ellie Family Services, Pllp)
Sponsor-wide plan assets over time
All Ellie Family Services, Pllp plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 316.12169826032545% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $2M |
| 2023 | 1 | 131 | $5M |
| 2024 | 1 | 547 | $8M |
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
Ellie 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 Packers Plus Energy Services (USA) Inc. 401(k) Plan in TX ($8M); by covered participants it is Pro Sports Club Salary Savings Plan in WA (547 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (547 participants); asset peers above are excluded.
- Pro Sports Club Salary Savings Plan (WA) 547 · 0 off
- Beta Technologies 401(k) Plan (VT) 547 · 0 off
- Grow Financial Federal Credit Union 401(k) Plan (FL) 547 · 0 off
- Tapani, Inc. Retirement Savings Plan (WA) 547 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.