My Plan Facts

180 Degrees Retirement Plan401(k) plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $1,322 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
180 Degrees, Minneapolis, MN
EIN and plan number
23-7153536, plan 001
Plan type
401(k), profit sharing. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 143 participants.

Net assets were $1,941,536 at the end of that plan year.

Employer contributions were $1,322 for each active participant in that plan year.

Participant contributions were $2,682 for each active participant.

By participants, it was number 1,614 of 1,787 defined contribution plans with 100 or more participants and a filing address in Minnesota.

By net assets, it was number 1,688 of 1,737.

This page gives no change from plan year 2024, because the site has no filing of the plan for that year.

Its net assets for each participant were $13,577 in plan year 2025.

The median of defined contribution plans with 100 to 249 participants was $60,164 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 22,108 defined contribution plans with 100 to 249 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$145,402
Active participants31 Dec 2025
110
Employer contributions for each active participant
$1,322
Among plans of the same type and size$1,322plan year 2024

The plan is at the 27th percentile of the group. The quartiles of the group are $1,250, $2,447 and $4,395. Among plans of the same sector, the plan is at the 44th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$295,017
Rollovers and other contributions
$62,949
Participant contributions for each active participant
$2,682
Among plans of the same type and size$2,682plan year 2024

The plan is at the 20th percentile of the group of 20,744 plans. The quartiles of the group are $3,077, $5,003 and $8,036. Among plans of the same sector, the plan is at the 46th percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$503,368

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 100 to 249 participants, Health care and social assistance sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Recordkeeping fees
$14,066
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$14,066
Administrative expenses for each participant$98.36plan year 2024

The plan is at the 34th percentile of the group. The quartiles of the group are $53.32, $176 and $310. Among plans of the same sector, the plan is at the 54th percentile.

Direct compensation
$6,990
Indirect compensation
$0
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$6,990
Schedule C compensation for each participant$48.88plan year 2024

The plan is at the 18th percentile of the group. The quartiles of the group are $79.80, $194 and $331. Among plans of the same sector, the plan is at the 30th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$1,413,348
Total income, with the result of the investments
$776,516
Benefits paid
$230,467
Total expenses
$248,328
Net income
$528,188
Net transfers
$0
Net assets, 31 Dec 2025
$1,941,536
Active participants
110
Retired or separated, with benefits now
0
Retired or separated, with benefits later
33
Participants with an account balance
135
Participants, 31 Dec 2025
143
Net assets for each participant$13,577plan year 2024

The plan is at the 8th percentile of the group. The quartiles of the group are $32,536, $60,164 and $105,654. Among plans of the same sector, the plan is at the 21st percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

The site has one filing of this plan on record, so it shows no figures of earlier plan years.

Assets by Schedule H category, 31 Dec 2025

Registered investment companies (mutual funds)
$1.9M 96.0%
Participant loans
$76K 3.9%
Common/collective trusts
$679 0.0%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that 180 Degrees Retirement Plan paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
ADP, Inc.Recordkeeping and information management; Participant loan processing$6,990$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
Wipfli LLP
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $142,000
Blackout period in the plan yearSchedule H line 4m
No
Marks on the form
automatic enrollment
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 624310: Vocational Rehabilitation Services.

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
In-Pact, Inc. Profit Sharing PlanIn-Pact Inc.151
The Wright Rehabilitation Service, Inc. 401(k) PlanThe Wright Rehabilitation141
Sirs 403(b) PlanSouthern Indiana Resource Solutions, Inc.157
Consortium for Worker Education, Inc. 403(b) Tda PlanConsortium for Worker Education, Inc.140
403(b) Thrift Plan for Employees of Lighthouse for the Blind of HoustonLighthouse for the Blind of Ho158
Bass River, Inc. Profit Sharing PlanBass River, Inc.140
Community Interface Services Retirement PlanCommunity Interface Services159
Wacosa 401(k) Profit Sharing PlanWacosa136
401(k) Profit Sharing Plan for Employees of Arc Imperial ValleyArc Imperial Valley164
403(b) Thrift Plan for Employees of New Horizons Rehabilitation Services, Inc.New Horizons Rehabilitation SE135

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "180 Degrees Retirement Plan." https://myplanfacts.com/plan/237153536-001-180-degrees-retirement-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 23-7153536, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $145,402 for the plan year that ended 31 Dec 2025. Participants contributed $295,017 in total in that plan year.

What fees does the filing show?

The plan reported $14,066 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $6,990 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 1 organisation. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 13 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.