401(k) · DOL Form 5500 · 2024

Northrock Partners, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
206
Participants Below avg headcount
70th
Percentile by assets National rank
$97,238
Avg per participant Below avg balance/head
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Official DOL plan name: Northrock Partners 401(k) and Profit Sharing Plan · Sponsored by Northrock Partners, LLC · Minnesota · Finance & Insurance

$20M in assets, 206 participants

Northrock Partners, LLC's Northrock Partners 401(k) and Profit Sharing Plan reported $20M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,732 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Northrock Partners 401(k) and Profit Sharing Plan covers 206 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.

#4,732
in Finance & Insurance (8,549 peers)
+36.1%
assets growth YoY

Northrock Partners 401(k) and Profit Sharing Plan's outsized position by total assets

Northrock Partners 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$20,031,111 Top 30% higher than 70% 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

Northrock Partners 401(k) and Profit Sharing 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. Northrock Partners 401(k) and Profit Sharing Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northrock Partners 401(k) and Profit Sharing Plan reported participants rose from 129 in the plan year 2023 filing to 206 in the plan year 2024 filing.
  • Northrock Partners 401(k) and Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Northrock Partners 401(k) and Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 274761668 · Northrock Partners, LLC PY 2024 · 401(k)

Northrock Partners 401(k) and Profit Sharing Plan · $20M · 206 · 70th

  • EIN $20M
  • RANK 206
  • PHOTO 70th
  • IND 401(k)
  • EOY near Carthage Veterinary Service, Ltd. Profit Sharing Plan
  • 5500 ind #4732

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Northrock Partners 401(k) and Profit Sharing Plan in the asset neighbourhood

Northrock Partners 401(k) and Profit Sharing PlanNorthrock Partners 401(k) an…$20MCarthage Veterinary Service, Ltd. Profit Sharing PlanCarthage Veterinary Service,…$20MThe Mcpherson Companies, Inc. 401(k) Retirement PlanThe Mcpherson Companies, Inc…$20MSs8 Networks 401(k) Plan$20MBejo Seeds, Inc. 401(k) Savings PlanBejo Seeds, Inc. 401(k) Savi…$20M
End-of-year total assets ($M) among Northrock Partners 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)N/A
Net Income$5M
Employer EIN274761668
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northrock Partners, LLC)

Sponsor-wide plan assets over time

All Northrock Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 78.11522749156978% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.3M $20M ▲ +78.0%
Year Plans Participants Total Assets
2022 1 124 $11M
2023 1 129 $15M
2024 1 206 $20M

Nearby 401(k) Plans in Minnesota

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

Northrock Partners 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Northrock Partners 401(k) and Profit Sharing Plan, Total assets ($B): 0.020031111 · Participants: 206Northrock Partners 401(k) and Profit Sharing 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
Northrock Partners 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Northrock Partners 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Northrock Partners 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Carthage Veterinary Service, Ltd. Profit Sharing Plan in IL ($20M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Northrock Partners 401(k) and Profit Sharing Plan assets move in 2024? ▼
Northrock Partners 401(k) and Profit Sharing Plan surged - up 36.1% during 2024, from $15M to $20M. Reported net income was $5M.
How have Northrock Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northrock Partners, LLC's sponsor-wide assets grew 78.1%, from $11M to $20M.
Which 401(k) plans are similar in size to Northrock Partners 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carthage Veterinary Service, Ltd. Profit Sharing Plan in IL ($20M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Northrock Partners 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairwave Holdings 401(k) Savings Plan in MO (206 participants, $584K 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 274761668.

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.