401(k) · DOL Form 5500 · 2022

Michaud, Cooley, Erickson & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
107
Participants Small participant base
80th
Percentile by assets National rank
$233,211
Avg per participant Above avg balance/head
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Official DOL plan name: Michaud, Cooley, Erickson Psp and Trust · Sponsored by Michaud, Cooley, Erickson & Associates, LLC · Minnesota · Professional & Technical Services

$25M in assets, 107 participants

Michaud, Cooley, Erickson & Associates, LLC's Michaud, Cooley, Erickson Psp and Trust reported $25M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,452 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Michaud, Cooley, Erickson Psp and Trust covers 107 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $25M.

#17,452
in Professional & Technical Services (21,562 peers)
-23.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Michaud, Cooley, Erickson Psp and Trust's outsized position by total assets

Michaud, Cooley, Erickson Psp and Trust vs every filed plan by assets

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

$24,953,589 Top 20% higher than 80% 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

Michaud, Cooley, Erickson Psp and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michaud, Cooley, Erickson Psp and Trust sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 410832180 · Michaud, Cooley, Erickson & Associates, LLC PY 2022 · 401(k)

Michaud, Cooley, Erickson Psp and Trust · $25M · 107 · 80th

  • BOOK $25M
  • VS-ST 107
  • BOY 80th
  • SCH 401(k)
  • EBSA near Roquette America Inc Bargaining Unit Savings Plan
  • PART ind #17452

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Michaud, Cooley, Erickson Psp and Trust in the asset neighbourhood

Michaud, Cooley, Erickson Psp and TrustMichaud, Cooley, Erickson Ps…$25MRoquette America Inc Bargaining Unit Savings PlanRoquette America Inc Bargain…$25MMarcus Thomas, LLC. Tax-Deferred Savings PlanMarcus Thomas, LLC. Tax-Defe…$25MPort Blakely 401(k) Profit Sharing Plan and TrustPort Blakely 401(k) Profit S…$25MConnell Resources, Inc. 401(k) Profit Sharing PlanConnell Resources, Inc. 401(…$25M
End-of-year total assets ($M) among Michaud, Cooley, Erickson Psp and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$25M
Net Income-$8M
Employer EIN410832180
Plan Effective Date1961-09-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Michaud, Cooley, Erickson & Associates, LLC)

Sponsor-wide plan assets over time

All Michaud, Cooley, Erickson & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 22.441725717290606% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25M $30.6M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 107 $25M
2023 1 111 $29M
2024 1 120 $31M

Nearby 401(k) Plans in Minnesota

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

Michaud, Cooley, Erickson Psp and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Michaud, Cooley, Erickson Psp and Trust, Total assets ($B): 0.024953589 · Participants: 107Michaud, Cooley, Erickson Psp and TrustUnitedhealth 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
Michaud, Cooley, Erickson Psp and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Michaud, Cooley, Erickson Psp and Trust side-by-side with 3 peers →

Michaud, Cooley, Erickson Psp and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Roquette America Inc Bargaining Unit Savings Plan in IA ($25M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Michaud, Cooley, Erickson Psp and Trust assets move in 2022? ▼
Michaud, Cooley, Erickson Psp and Trust declined sharply - down 23.7% during 2022, from $33M to $25M. Reported net income was -$8M.
How have Michaud, Cooley, Erickson & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michaud, Cooley, Erickson & Associates, LLC's sponsor-wide assets grew 22.4%, from $25M to $31M.
Where does Michaud, Cooley, Erickson Psp and Trust rank by assets among Form 5500 filers? ▼
Michaud, Cooley, Erickson Psp and Trust ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Michaud, Cooley, Erickson Psp and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Roquette America Inc Bargaining Unit Savings Plan in IA ($25M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Michaud, Cooley, Erickson Psp and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 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 410832180.

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.