Plans » Benchmarking Engine
Benchmarking St. Paul Eye Clinic, P.A. Profit Sharing Plan in Woodbury, MN against
good (8)
neutral (3)
St. Paul Eye Clinic, P.A. Profit Sharing Plan in Woodbury, MN has the highest average account balance ($245,506) of the 1,463 plans in the Plains with at least 178 living participants. That $245,506 compares to an average of $64,735 across those 1,463 plans.
Beating the average of $64,735 means an extra $32,177,200 in total assets.
Note: average account balance = total assets ÷ total participants
St. Paul Eye Clinic, P.A. Profit Sharing Plan has these standings among those 1,463 plans:
Beating the average of $64,735 means an extra $32,177,200 in total assets.
Note: average account balance = total assets ÷ total participants
St. Paul Eye Clinic, P.A. Profit Sharing Plan has these standings among those 1,463 plans:
- average account balance = $245,506 (the highest)
- total assets = $43.70M (79th-most in, tied)
- total participants = 178 (the fewest, tied)
- average account balance. Higher values are better. Average account balance equals total assets, in Line 1f of Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in region. The 9 regions with their corresponding states or other geographic entities are: New England (CT ME MA NH RI VT), Mid Atlantic (DE DC MD NJ NY PA), Great Lakes (IL IN MI OH WI), Plains (IA KS MN MO NE ND SD), Southeast (AL AR FL GA KY LA MS NC SC TN VA WV), Southwest (AZ NM OK TX), Rocky Mountains (CO ID MT UT WY), Far West (AK CA HI NV OR WA), and Outlying Areas (VI PR GU AS MP). Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- living participants. Total of active, retired, or separated participants who are still living. Line 6d in Form 5500. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
St. Paul Eye Clinic, P.A. Profit Sharing Plan in Woodbury, MN is in Minnesota, its EIN is 410949282, its industry group is Offices of Physicians, its plan administrator is David D Rothschiller, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, has total assets of $10M to $50M, has 100 to 499 total participants, and is better than the overall participant averages in each of net income per active participant, average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (these 5 include the entire set).
Global References
Numeric values:
- total assets ($43.70M)
- net assets (assets minus liabilities) ($43.70M)
- value of interest in registered investment companies (e.g., mutual funds) ($37.50M)
- total income ($7,339,647)
- net income ($6,216,531)
- other general investments ($5,487,161)
- total contributions ($1,513,784)
- total expenses ($1,123,116)
- cash contributions from employers ($817,760)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($711,000)
- cash contributions from participants ($665,182)
- average account balance ($245,506)
- net income per active participant ($51,804)
- average employer cash contribution per active participant ($6,815)
- average participant cash contribution per active participant ($5,543)
- contract administrator fees ($1,325)
- total administrative expenses ($1,325)
- total administrative expense per participant ($7.44)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- participant loans ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- percentage of active participants at the end of the plan year (67.4%)
- diversity of asset types (14.4%)
- total administrative expense ratio (0.003%)
- participant loans as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- active participants at the end of the plan year (120)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (178)
- other retired or separated participants entitled to future benefits (51)
- retired or separated participants receiving benefits (7)
- total participants (178)
Global References