401(k) · DOL Form 5500 · 2024

Comunidades Latinas Unidas En Servicio, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
155
Participants Small participant base
34th
Percentile by assets National rank
$19,441
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. · Sponsored by Comunidades Latinas Unidas En Servicio, Inc. · Minnesota · Healthcare & Social Assistance

$3M in assets, 155 participants

Comunidades Latinas Unidas En Servicio, Inc.'s 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. reported $3M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,808 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. covers 155 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.

#5,808
in Healthcare & Social Assistance (16,916 peers)
+16.2%
assets growth YoY

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. vs every filed plan by assets

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

$3,013,379 34th percentile higher than 34% 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

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. 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. 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. reported participants rose from 74 in the plan year 2023 filing to 155 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. reported net income fell from $669K in the plan year 2023 filing to $420K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411386986 · Comunidades Latinas Unidas En Servicio, Inc. PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. · $3M · 155 · 34th

  • 5500 $3M
  • ASSETS 155
  • PCT 34th
  • EIN 401(k)
  • RANK near The Valley Club, Inc. 401(k) Plan
  • PHOTO ind #5808

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 →

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc.403(b) Thrift Plan for Emplo…$3MThe Valley Club, Inc. 401(k) PlanThe Valley Club, Inc. 401(k)…$3MCaritas Management Corp. 401(k) Profit Sharing Plan & TrustCaritas Management Corp. 401…$3MCalimira, LLC 401(k) Plan$3MKenneth Nicholas & Associates Plan & TrustKenneth Nicholas & Associate…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$420K
Employer EIN411386986
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Comunidades Latinas Unidas En Servicio, Inc.)

Sponsor-wide plan assets over time

All Comunidades Latinas Unidas En Servicio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.56072134605543% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.92M $3.01M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 89 $2M
2023 1 74 $3M
2024 1 155 $3M

Nearby 401(k) Plans in Minnesota

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

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc., Total assets ($B): 0.003013379 · Participants: 155403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc.Wells 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
403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. vs. nearby 401(k) plans in Minnesota, assets vs. participants

403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Valley Club, Inc. 401(k) Plan in ID ($3M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. assets move in 2024?
403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. grew sharply - up 16.2% during 2024, from $3M to $3M. Reported net income was $420K.
How have Comunidades Latinas Unidas En Servicio, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Comunidades Latinas Unidas En Servicio, Inc.'s sponsor-wide assets grew 56.6%, from $2M to $3M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc.?
Among 401(k) plans in other states, the closest by assets is The Valley Club, Inc. 401(k) Plan in ID ($3M, 74 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc.?
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants, N/A in assets).