401(k) · DOL Form 5500 · 2023
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $463,483
- 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
$22M in assets, 47 participants
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a.'s Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan reported $22M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #15,079 in Professional & Technical Services (20,321 peers)
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. multi-year trail
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a.'s plans moved +37.2% in assets from 2022 to 2024; this filing shows Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan at $22M / 47 participants.
- #15,079
- in Professional & Technical Services (20,321 peers)
- +18.7%
- assets growth YoY
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 2023 · DOL Form 5500
$21,783,702 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement 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. Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan is a small filing (47 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan reported participants rose from 43 in the plan year 2022 filing to 47 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 411837589 · Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. PY 2023 · 401(k)
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan · $22M · 47 · 74th
- 5500 $22M
- 5500 47
- 5500 74th
- 5500 401(k)
- 5500 near Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan
- 5500 ind #15079
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
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. multi-year asset trail
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 |
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 411837589 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
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 $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
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 Orthopedic & Sports Institute of the Fox Valley Sc 401(k) Profit Sharing Plan in WI ($22M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 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.