401(k) · DOL Form 5500 · 2022

Erickson/Aamodt Orthodontics, P.a 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
44th
Percentile by assets National rank
$299,333
Avg per participant High balance/head
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Official DOL plan name: Erickson/Aamondt Orthodontics, P.a. 401(k) Plan · Sponsored by Erickson/Aamodt Orthodontics, P.a · Minnesota · Healthcare & Social Assistance

$4M in assets, 12 participants

Erickson/Aamodt Orthodontics, P.a's Erickson/Aamondt Orthodontics, P.a. 401(k) Plan reported $4M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,711 in Healthcare & Social Assistance (20,060 peers)

Erickson/Aamodt Orthodontics, P.a multi-year trail

Erickson/Aamodt Orthodontics, P.a's plans moved +62.4% in assets from 2022 to 2024; this filing shows Erickson/Aamondt Orthodontics, P.a. 401(k) Plan at $4M / 12 participants.

#9,711
in Healthcare & Social Assistance (20,060 peers)
-19.6%
assets change YoY

The plan reported a net loss of $873K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Erickson/Aamondt Orthodontics, P.a. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Erickson/Aamondt Orthodontics, P.a. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,591,999 44th percentile higher than 44% of 139,123 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 2022

Erickson/Aamondt Orthodontics, P.a. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erickson/Aamondt Orthodontics, P.a. 401(k) Plan is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 411785852 · Erickson/Aamodt Orthodontics, P.a PY 2022 · 401(k)

Erickson/Aamondt Orthodontics, P.a. 401(k) Plan · $4M · 12 · 44th

  • NET $4M
  • BOOK 12
  • VS-ST 44th
  • BOY 401(k)
  • SCH near Cl Support Services, 401(k) Savings Plan
  • EBSA ind #9711

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 →

Erickson/Aamondt Orthodontics, P.a. 401(k) Plan in the asset neighbourhood

Erickson/Aamondt Orthodontics, P.a. 401(k) PlanErickson/Aamondt Orthodontic…$4MCl Support Services, 401(k) Savings PlanCl Support Services, 401(k) …$4MEventlink, LLC Retirement Savings PlanEventlink, LLC Retirement Sa…$4MOwen, Little & Associates, Inc. 401(k) PlanOwen, Little & Associates, I…$4MGhp Management 401(k) Plan$4M
End-of-year total assets ($M) among Erickson/Aamondt Orthodontics, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Erickson/Aamodt Orthodontics, P.a multi-year asset trail

Sponsor-wide plan assets over time

All Erickson/Aamodt Orthodontics, P.a plans reported in each filing year

Latest sponsor-wide plan assets
$6M 62.36474453361485% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.59M $5.83M ▲ +62.4%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 11 $5M
2024 1 12 $6M

Erickson/Aamodt Orthodontics, P.a filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$873K
Employer EIN411785852
Plan Effective Date2003-05-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Erickson/Aamondt Orthodontics, P.a. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Erickson/Aamondt Orthodontics, P.a. 401(k) Plan, Total assets ($B): 0.003591999 · Participants: 12Erickson/Aamondt Orthodontics, P.a. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Erickson/Aamondt Orthodontics, P.a. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Erickson/Aamondt Orthodontics, P.a. 401(k) Plan side-by-side with 3 peers →

Erickson/Aamondt Orthodontics, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Cl Support Services, 401(k) Savings Plan in TX ($4M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Erickson/Aamondt Orthodontics, P.a. 401(k) Plan assets move in 2022? ▼
Erickson/Aamondt Orthodontics, P.a. 401(k) Plan declined sharply - down 19.6% during 2022, from $4M to $4M. Reported net income was -$873K.
How have Erickson/Aamodt Orthodontics, P.a plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erickson/Aamodt Orthodontics, P.a's sponsor-wide assets grew 62.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Erickson/Aamondt Orthodontics, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cl Support Services, 401(k) Savings Plan in TX ($4M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Erickson/Aamondt Orthodontics, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411785852.

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.