401(k) · DOL Form 5500 · 2022

Daniels & Erickson, P.C. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
31
Participants Small participant base
63rd
Percentile by assets National rank
$301,089
Avg per participant High balance/head
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Official DOL plan name: Daniels & Erickson 401(k) Plan · Sponsored by Daniels & Erickson, P.C. · Texas · Professional & Technical Services

$9M in assets, 31 participants

Daniels & Erickson, P.C.'s Daniels & Erickson 401(k) Plan reported $9M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,385 in Professional & Technical Services (21,562 peers)

Daniels & Erickson, P.C. multi-year trail

Daniels & Erickson, P.C.'s plans moved +43.2% in assets from 2022 to 2024; this filing shows Daniels & Erickson 401(k) Plan at $9M / 31 participants.

#13,385
in Professional & Technical Services (21,562 peers)
-20.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Daniels & Erickson 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Daniels & Erickson 401(k) Plan vs every filed plan by assets

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

$9,333,756 Top 37% higher than 63% 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

Daniels & Erickson 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. Daniels & Erickson 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 752916499 · Daniels & Erickson, P.C. PY 2022 · 401(k)

Daniels & Erickson 401(k) Plan · $9M · 31 · 63rd

  • BOY $9M
  • SCH 31
  • EBSA 63rd
  • PART 401(k)
  • TYPE near Nephrology & Hypertension Associates, Ltd. 401(k) Profit Sharing Plan
  • NET ind #13385

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 Texas →

Daniels & Erickson 401(k) Plan in the asset neighbourhood

Daniels & Erickson 401(k) PlanDaniels & Erickson 401(k) Pl…$9MNephrology & Hypertension Associates, Ltd. 401(k) Profit Sharing PlanNephrology & Hypertension As…$9MLobar Associates, Inc. Retirement PlanLobar Associates, Inc. Retir…$9MEllis George Cipollone O'brien Annaguey LLP 401(k) PlanEllis George Cipollone O'bri…$9MComalli Group, Inc. Profit Sharing PlanComalli Group, Inc. Profit S…$9M
End-of-year total assets ($M) among Daniels & Erickson 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Daniels & Erickson, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Daniels & Erickson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 43.2047612986669% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.33M $13.4M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 31 $9M
2023 1 34 $11M
2024 1 34 $13M

Daniels & Erickson, P.C. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN752916499
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Daniels & Erickson 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Daniels & Erickson 401(k) Plan, Total assets ($B): 0.009333756 · Participants: 31Daniels & Erickson 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Daniels & Erickson 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Daniels & Erickson 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Nephrology & Hypertension Associates, Ltd. 401(k) Profit Sharing Plan in MS ($9M); by covered participants it is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Daniels & Erickson 401(k) Plan assets move in 2022?
Daniels & Erickson 401(k) Plan declined sharply - down 20.7% during 2022, from $12M to $9M. Reported net income was -$2M.
How have Daniels & Erickson, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Daniels & Erickson, P.C.'s sponsor-wide assets grew 43.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Daniels & Erickson 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Nephrology & Hypertension Associates, Ltd. 401(k) Profit Sharing Plan in MS ($9M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Daniels & Erickson 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants, $2M in assets).