401(k) · DOL Form 5500 · 2024

Ourfamilywizard, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
117
Participants Small participant base
53rd
Percentile by assets National rank
$75,509
Avg per participant Below avg balance/head
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Official DOL plan name: Ourfamilywizard, LLC 401(k) Plan · Sponsored by Ourfamilywizard, LLC · Minnesota · Information & Media

$9M in assets, 117 participants

Ourfamilywizard, LLC's Ourfamilywizard, LLC 401(k) Plan reported $9M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,103 in Information & Media (2,822 peers)

Coverage in Minnesota

Ourfamilywizard, LLC 401(k) Plan covers 117 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $9M.

#1,103
in Information & Media (2,822 peers)
+42.3%
assets growth YoY

Ourfamilywizard, LLC 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Ourfamilywizard, LLC 401(k) Plan vs every filed plan by assets

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

$8,834,553 Top 47% higher than 53% 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

Ourfamilywizard, LLC 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. Ourfamilywizard, LLC 401(k) Plan sits mid-pack in the medium band (117 participants).

Form 5500 schedule snapshot

Filing strip 411993843 · Ourfamilywizard, LLC PY 2024 · 401(k)

Ourfamilywizard, LLC 401(k) Plan · $9M · 117 · 53rd

  • VS-ST $9M
  • BOY 117
  • SCH 53rd
  • EBSA 401(k)
  • PART near T & K Asphalt Services, Inc. 401(k) Plan
  • TYPE ind #1103

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 Information & Media retirement plans → · Plans in Minnesota →

Ourfamilywizard, LLC 401(k) Plan in the asset neighbourhood

The Neighborhood Center, Inc. 401(k) Profit Sharing PlanThe Neighborhood Center, Inc…$9MDuncan Family Farms, LLC 401(k) Plan and TrustDuncan Family Farms, LLC 401…$9MOurfamilywizard, LLC 401(k) PlanOurfamilywizard, LLC 401(k) …$9MT & K Asphalt Services, Inc. 401(k) PlanT & K Asphalt Services, Inc.…$9MSail Biomedicines, Inc. 401(k) PlanSail Biomedicines, Inc. 401(…$9M
End-of-year total assets ($M) among Ourfamilywizard, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN411993843
Plan Effective Date2011-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Ourfamilywizard, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Ourfamilywizard, LLC 401(k) Plan, Total assets ($B): 0.008834553 · Participants: 117Ourfamilywizard, LLC 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
Ourfamilywizard, LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Ourfamilywizard, LLC 401(k) Plan side-by-side with 3 peers →

Ourfamilywizard, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is T & K Asphalt Services, Inc. 401(k) Plan in MA ($9M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Ourfamilywizard, LLC 401(k) Plan assets move in 2024? ▼
Ourfamilywizard, LLC 401(k) Plan surged - up 42.3% during 2024, from $6M to $9M. Reported net income was $3M.
Which 401(k) plans are similar in size to Ourfamilywizard, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is T & K Asphalt Services, Inc. 401(k) Plan in MA ($9M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Ourfamilywizard, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 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 411993843.

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.