401(k) · DOL Form 5500 · 2024

Southeastern Minnesota Center for Independent Living, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
218
Participants Below avg headcount
39th
Percentile by assets National rank
$19,477
Avg per participant Low balance/head
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Official DOL plan name: Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan · Sponsored by Southeastern Minnesota Center for Independent Living, Inc. · Minnesota · Healthcare & Social Assistance

$4M in assets, 218 participants

Southeastern Minnesota Center for Independent Living, Inc.'s Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan reported $4M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #6,981 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan covers 218 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.

#6,981
in Healthcare & Social Assistance (16,916 peers)
+13.9%
assets growth YoY

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan vs every filed plan by assets

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

$4,246,043 39th percentile higher than 39% 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

Southeastern Minnesota Center for Independent Living, Inc. 403(b) 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. Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan reported participants rose from 111 in the plan year 2023 filing to 218 in the plan year 2024 filing.
  • Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411387414 · Southeastern Minnesota Center for Independent Living, Inc. PY 2024 · 401(k)

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan · $4M · 218 · 39th

  • EOY $4M
  • 5500 218
  • ASSETS 39th
  • PCT 401(k)
  • EIN near Tailored Companies, Et. Al. Retirement Plan
  • RANK ind #6981

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 →

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan in the asset neighbourhood

Southeastern Minnesota Center for Independent Living, Inc. 403(b) PlanSoutheastern Minnesota Cente…$4MTailored Companies, Et. Al. Retirement PlanTailored Companies, Et. Al. …$4MAtc 401(k) Profit Sharing PlanAtc 401(k) Profit Sharing Pl…$4MGsa Management LLC 401(k) Profit Sharing Plan & TrustGsa Management LLC 401(k) Pr…$4MG.a. Food Services of Pinellas County, Inc. 401(k) Profit Sharing PlanG.a. Food Services of Pinell…$4M
End-of-year total assets ($M) among Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$517K
Employer EIN411387414
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Minnesota Center for Independent Living, Inc.)

Sponsor-wide plan assets over time

All Southeastern Minnesota Center for Independent Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.258273007846654% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.19M $4.25M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 334 $3M
2023 1 111 $4M
2024 1 218 $4M

Nearby 401(k) Plans in Minnesota

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

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan, Total assets ($B): 0.004246043 · Participants: 218Southeastern Minnesota Center for Independent Living, Inc. 403(b) 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
Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan side-by-side with 3 peers →

Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Tailored Companies, Et. Al. Retirement Plan in NC ($4M); by covered participants it is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan assets move in 2024? ▼
Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan grew at a solid clip - up 13.9% during 2024, from $4M to $4M. Reported net income was $517K.
How have Southeastern Minnesota Center for Independent Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Minnesota Center for Independent Living, Inc.'s sponsor-wide assets grew 33.3%, from $3M to $4M.
Which 401(k) plans are similar in size to Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tailored Companies, Et. Al. Retirement Plan in NC ($4M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Minnesota Center for Independent Living, Inc. 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants, $9M 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 411387414.

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.