401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
43rd
Percentile by assets National rank
$422,908
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

$5M in assets, 11 participants

Erickson/Aamodt Orthodontics, P.a's Erickson/Aamondt Orthodontics, P.a. 401(k) Plan reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,220 in Healthcare & Social Assistance (17,684 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 $5M / 11 participants.

#8,220
in Healthcare & Social Assistance (17,684 peers)
+29.5%
assets growth YoY

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 2023 · DOL Form 5500

$4,651,993 43rd percentile higher than 43% of 127,068 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 2023

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

Plan-year 2023 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 (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Erickson/Aamondt Orthodontics, P.a. 401(k) Plan reported net income rose from -$873K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Erickson/Aamondt Orthodontics, P.a. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Erickson/Aamondt Orthodontics, P.a. 401(k) Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411785852 · Erickson/Aamodt Orthodontics, P.a PY 2023 · 401(k)

Erickson/Aamondt Orthodontics, P.a. 401(k) Plan · $5M · 11 · 43rd

  • ASSETS $5M
  • ASSETS 11
  • ASSETS 43rd
  • ASSETS 401(k)
  • ASSETS near Tak Communications Ca, Inc. 401(k) Plan
  • ASSETS ind #8220

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…$5MTak Communications Ca, Inc. 401(k) PlanTak Communications Ca, Inc. …$5MOcala Breeders' Sales Co., Inc. 401(k) Profit Sharing PlanOcala Breeders' Sales Co., I…$5MAvidian Wealth Solutions LLC 401(k) PlanAvidian Wealth Solutions LLC…$5MGive and Go 401(k) Plan$5M
End-of-year total assets ($M) among Erickson/Aamondt Orthodontics, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
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 -50510152025 Total assets ($B) Participants Erickson/Aamondt Orthodontics, P.a. 401(k) Plan, Total assets ($B): 0.004651993 · Participants: 11Erickson/Aamondt Orthodontics, P.a. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.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 Tak Communications Ca, Inc. 401(k) Plan in CA ($5M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Erickson/Aamondt Orthodontics, P.a. 401(k) Plan grew sharply - up 29.5% during 2023, from $4M to $5M. Reported net income was $1M.
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 Tak Communications Ca, Inc. 401(k) Plan in CA ($5M, 288 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 True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.