401(k) · DOL Form 5500 · 2024
Doherty Consulting, Inc 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 488
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $17,347
- Avg per participant Low balance/head
Official DOL plan name: Doherty Consulting, Inc Retirement Savings Plan · Sponsored by Doherty Consulting, Inc · Minnesota · Professional & Technical Services
$8M in assets, 488 participants
Doherty Consulting, Inc's Doherty Consulting, Inc Retirement Savings Plan reported $8M in total assets and 488 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.
- #10,162 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Doherty Consulting, Inc Retirement Savings Plan covers 488 participants in Minnesota, about 43% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.
- #10,162
- in Professional & Technical Services (20,173 peers)
- +12.1%
- assets growth YoY
Doherty Consulting, Inc Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Doherty Consulting, Inc Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,465,119 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
Doherty Consulting, Inc Retirement Savings 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. Doherty Consulting, Inc Retirement Savings Plan sits mid-pack in the medium band (488 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Doherty Consulting, Inc Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to $915K in the plan year 2024 filing.
- Doherty Consulting, Inc Retirement Savings Plan reported participants rose from 429 in the plan year 2023 filing to 488 in the plan year 2024 filing.
- Doherty Consulting, Inc Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 815443326 · Doherty Consulting, Inc PY 2024 · 401(k)
Doherty Consulting, Inc Retirement Savings Plan · $8M · 488 · 52nd
- BOY $8M
- SCH 488
- EBSA 52nd
- PART 401(k)
- TYPE near Smelter Service Corp 401(k) Profit Sharing Plan
- NET ind #10162
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 →
Doherty Consulting, Inc Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $915K |
| Employer EIN | 815443326 |
| Plan Effective Date | 1999-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Doherty Consulting, Inc)
Sponsor-wide plan assets over time
All Doherty Consulting, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 39.19756568010169% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 450 | $6M |
| 2023 | 1 | 429 | $8M |
| 2024 | 1 | 488 | $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
Doherty Consulting, Inc Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Smelter Service Corp 401(k) Profit Sharing Plan in TN ($8M); by covered participants it is Avanquest North America LLC. Retirement Plan in CA (488 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 (488 participants); asset peers above are excluded.
- Avanquest North America LLC. Retirement Plan (CA) 488 · 0 off
- The Shepherd 401(k) Plan (OH) 488 · 0 off
- Xp Power LLC Retirement Savings Plan (CA) 488 · 0 off
- The Paslin Company Employees' 401(k) Plan (MI) 488 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.