401(k) · DOL Form 5500 · 2022
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $426,697
- Avg per participant High balance/head
Official DOL plan name: Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan · Sponsored by Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. · Minnesota · Professional & Technical Services
$18M in assets, 43 participants
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a.'s Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan reported $18M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #16,397 in Professional & Technical Services (21,562 peers)
Where Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan sits by assets
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan sits in the top quartile of all filed plans by assets, $18M for 43 participants (~$426,697/participant), down 12.5% in 2022.
- #16,397
- in Professional & Technical Services (21,562 peers)
- -12.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan's outsized position by total assets
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,347,951 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement 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. Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan is a small filing (43 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 411837589 · Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. PY 2022 · 401(k)
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan · $18M · 43 · 76th
- RANK $18M
- PHOTO 43
- IND 76th
- EOY 401(k)
- 5500 near Boyd Watterson Retirement Plan
- ASSETS ind #16397
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 →
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 411837589 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a.)
Sponsor-wide plan assets over time
All Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 37.158530671899% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $18M |
| 2023 | 1 | 47 | $22M |
| 2024 | 1 | 49 | $25M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Boyd Watterson Retirement Plan in OH ($18M); by covered participants it is Newscred Inc. 401(k) Plan in NY (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.