401(k) · DOL Form 5500 · 2024

Certus Financial LLC 401(k) Plan

Data updated 2026-08-25

$805K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$201,240
Avg per participant Above avg balance/head
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Official DOL plan name: Certus Financial LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Certus Financial LLC · Minnesota · Finance & Insurance

$805K in assets, 4 participants

Certus Financial LLC's Certus Financial LLC 401(k) Profit Sharing Plan & Trust reported $805K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,010 in Finance & Insurance (8,549 peers)

Certus Financial LLC multi-year trail

Certus Financial LLC's plans moved +26.7% in assets from 2022 to 2024; this filing shows Certus Financial LLC 401(k) Profit Sharing Plan & Trust at $805K / 4 participants.

#1,010
in Finance & Insurance (8,549 peers)
+4.8%
assets growth YoY

Certus Financial LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Certus Financial LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$804,960 21st percentile higher than 21% 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

Certus Financial LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Certus Financial LLC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Certus Financial LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $133K in the plan year 2023 filing to $37K in the plan year 2024 filing.
  • Certus Financial LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $768K in the plan year 2023 filing to $805K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 271315084 · Certus Financial LLC PY 2024 · 401(k)

Certus Financial LLC 401(k) Profit Sharing Plan & Trust · $805K · 4 · 21st

  • SCH $805K
  • EBSA 4
  • PART 21st
  • TYPE 401(k)
  • NET near Broken Branch Properties, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #1010

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 →

Certus Financial LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Anytable, Inc. 401(k) Profit Sharing PlanAnytable, Inc. 401(k) Profit…$805KWilson Union and Cres/Pro Hourly 401(k) PlanWilson Union and Cres/Pro Ho…$805KSamana Food Company 401(k) PlanSamana Food Company 401(k) P…$805KCertus Financial LLC 401(k) Profit Sharing Plan & TrustCertus Financial LLC 401(k) …$805KBroken Branch Properties, Inc. 401(k) Profit Sharing PlanBroken Branch Properties, In…$805K
End-of-year total assets ($M) among Certus Financial LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Certus Financial LLC multi-year asset trail

Sponsor-wide plan assets over time

All Certus Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$805K 26.66581694070329% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M$0.85M 202220232024 $0.64M $0.8M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 2 $635K
2023 1 4 $768K
2024 1 4 $805K

Certus Financial LLC filing trail (2024)

Total Assets (Beginning of Year)$768K
Net Assets (End of Year)$805K
Net Income$37K
Employer EIN271315084
Plan Effective Date2010-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Certus Financial LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Certus Financial LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00080496 · Participants: 4Certus Financial LLC 401(k) Profit Sharing Plan & TrustWells 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
Certus Financial LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Certus Financial LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Certus Financial LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Broken Branch Properties, Inc. 401(k) Profit Sharing Plan in OH ($805K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Certus Financial LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Certus Financial LLC 401(k) Profit Sharing Plan & Trust edged up modestly - up 4.8% during 2024, from $768K to $805K. Reported net income was $37K.
How have Certus Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Certus Financial LLC's sponsor-wide assets grew 26.7%, from $635K to $805K.
Where does Certus Financial LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Certus Financial LLC 401(k) Profit Sharing Plan & Trust ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Certus Financial LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Broken Branch Properties, Inc. 401(k) Profit Sharing Plan in OH ($805K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Certus Financial LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 271315084.

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.