401(k) · DOL Form 5500 · 2024

Servion, Inc. Dba the Servion Group 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
181
Participants Below avg headcount
68th
Percentile by assets National rank
$100,056
Avg per participant Below avg balance/head
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Official DOL plan name: Servion, Inc. Dba the Servion Group 401(k) Plan · Sponsored by Servion, Inc. Dba the Servion Group · Minnesota · Finance & Insurance

$18M in assets, 181 participants

Servion, Inc. Dba the Servion Group's Servion, Inc. Dba the Servion Group 401(k) Plan reported $18M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,506 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Servion, Inc. Dba the Servion Group 401(k) Plan covers 181 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $18M.

#4,506
in Finance & Insurance (8,549 peers)
+18.1%
assets growth YoY

Servion, Inc. Dba the Servion Group 401(k) Plan's outsized position by total assets

Servion, Inc. Dba the Servion Group 401(k) Plan vs every filed plan by assets

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

$18,110,102 Top 32% higher than 68% 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

Servion, Inc. Dba the Servion Group 401(k) 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. Servion, Inc. Dba the Servion Group 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Servion, Inc. Dba the Servion Group 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Servion, Inc. Dba the Servion Group 401(k) Plan reported participants fell from 208 in the plan year 2023 filing to 181 in the plan year 2024 filing.
  • Servion, Inc. Dba the Servion Group 401(k) Plan reported net income fell 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 411592297 · Servion, Inc. Dba the Servion Group PY 2024 · 401(k)

Servion, Inc. Dba the Servion Group 401(k) Plan · $18M · 181 · 68th

  • VS-ST $18M
  • VS-ST 181
  • VS-ST 68th
  • VS-ST 401(k)
  • VS-ST near Trodat/Trotec Retirement Plan
  • VS-ST ind #4506

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 →

Servion, Inc. Dba the Servion Group 401(k) Plan in the asset neighbourhood

Servion, Inc. Dba the Servion Group 401(k) PlanServion, Inc. Dba the Servio…$18MTrodat/Trotec Retirement Plan$18MLifelinc Corporation 401(k)PlanLifelinc Corporation 401(k)P…$18MHoward Companies 401(k) Plan$18MNew York Athletic Club 401(k) Savings PlanNew York Athletic Club 401(k…$18M
End-of-year total assets ($M) among Servion, Inc. Dba the Servion Group 401(k) 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)$18M
Net Income$3M
Employer EIN411592297
Plan Effective Date1999-08-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Servion, Inc. Dba the Servion Group)

Sponsor-wide plan assets over time

All Servion, Inc. Dba the Servion Group plans reported in each filing year

Latest sponsor-wide plan assets
$18M 46.52165931486987% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.1M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 253 $12M
2023 1 208 $15M
2024 1 181 $18M

Nearby 401(k) Plans in Minnesota

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

Servion, Inc. Dba the Servion Group 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Servion, Inc. Dba the Servion Group 401(k) Plan, Total assets ($B): 0.018110102 · Participants: 181Servion, Inc. Dba the Servion Group 401(k) 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
Servion, Inc. Dba the Servion Group 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Servion, Inc. Dba the Servion Group 401(k) Plan side-by-side with 3 peers →

Servion, Inc. Dba the Servion Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Trodat/Trotec Retirement Plan in NJ ($18M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Servion, Inc. Dba the Servion Group 401(k) Plan assets move in 2024? ▼
Servion, Inc. Dba the Servion Group 401(k) Plan grew sharply - up 18.1% during 2024, from $15M to $18M. Reported net income was $3M.
How have Servion, Inc. Dba the Servion Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Servion, Inc. Dba the Servion Group's sponsor-wide assets grew 46.5%, from $12M to $18M.
Which 401(k) plans are similar in size to Servion, Inc. Dba the Servion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trodat/Trotec Retirement Plan in NJ ($18M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Servion, Inc. Dba the Servion Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants, N/A 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 411592297.

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.