401(k) · DOL Form 5500 · 2024

Upper Midwest Organ Procurement Organization Inc. Dba Lifesource 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size: 245
Participants Below avg headcount: 81st
Percentile by assets National rank: $154,208
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan · Sponsored by Upper Midwest Organ Procurement Organization Inc. Dba Lifesource · Minnesota · Professional & Technical Services

$38M in assets, 245 participants

Upper Midwest Organ Procurement Organization Inc. Dba Lifesource's Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan reported $38M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

#16,362 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan covers 245 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $38M.

#16,362
in Professional & Technical Services (20,173 peers): +9.6%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan's outsized position by total assets

Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan vs every filed plan by assets

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

$37,781,040 Top 19% higher than 81% 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

Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement 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. Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan sits mid-pack in the medium band (245 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan reported net income rose from $210K in the plan year 2023 filing to $3M in the plan year 2024 filing.
Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $38M in the plan year 2024 filing.
Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan reported participants rose from 235 in the plan year 2023 filing to 245 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 363584029 · Upper Midwest Organ Procurement Organization Inc. Dba Lifesource PY 2024 · 401(k)

Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan · $38M · 245 · 81st

SCH $38M
SCH 245
SCH 81st
SCH 401(k)
SCH near Association of National Advertisers, Inc. 401(k) Profit Sharing Plan
SCH ind #16362

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 →

End-of-year total assets ($M) among Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)	$34M
Net Assets (End of Year)	$38M
Net Income	$3M
Employer EIN	363584029
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Upper Midwest Organ Procurement Organization Inc. Dba Lifesource)

Latest sponsor-wide plan assets: $38M 10.274855576168363% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	190	$34M
2023	1	235	$34M
2024	1	245	$38M

Nearby 401(k) Plans in Minnesota

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

Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

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

Compare Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan side-by-side with 3 peers →

Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Association of National Advertisers, Inc. 401(k) Profit Sharing Plan in NY ($38M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Association of National Advertisers, Inc. 401(k) Profit Sharing Plan (NY) $38M · 175
Archerpoint Employee Stock Ownership and 401(k) Plan (GA) $38M · 83
Northwest Radiologists, Inc., P.S. Employees' Savings Plan (WA) $38M · 147
Access Management Services, LLC 401(k) Retirement Plan (CO) $38M · 403

Similar participant headcount

Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.

Mcclancy Foods and Flavors LLC Capital Accumulation Plan (SC) 245 · 0 off
Kel-Tec Cnc Industries, Inc. 401(k) Plan (FL) 245 · 0 off
Littlefield Oil Companies 401(k) Profit Sharing Plan (AR) 245 · 0 off
Breville USA, Inc. 401(k) Retirement Plan (CA) 245 · 0 off

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 Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan assets move in 2024? ▼

Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan grew at a solid clip - up 9.6% during 2024, from $34M to $38M. Reported net income was $3M.

How have Upper Midwest Organ Procurement Organization Inc. Dba Lifesource plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Upper Midwest Organ Procurement Organization Inc. Dba Lifesource's sponsor-wide assets grew 10.3%, from $34M to $38M.

Where does Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Association of National Advertisers, Inc. 401(k) Profit Sharing Plan in NY ($38M, 175 participants).

Which 401(k) plans cover a similar participant headcount to Lifesource, Upper Midwest Organ Procurement Organization, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants, $6M 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 363584029.