401(k) · DOL Form 5500 · 2023
Michaud, Cooley, Erickson & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 111
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $264,693
- Avg per participant High balance/head
Official DOL plan name: Michaud, Cooley, Erickson Profit Sharing Plan and Trust · Sponsored by Michaud, Cooley, Erickson & Associates, LLC · Minnesota · Professional & Technical Services
$29M in assets, 111 participants
Michaud, Cooley, Erickson & Associates, LLC's Michaud, Cooley, Erickson Profit Sharing Plan and Trust reported $29M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #16,131 in Professional & Technical Services (20,321 peers)
Coverage in Minnesota
Michaud, Cooley, Erickson Profit Sharing Plan and Trust covers 111 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $29M.
- #16,131
- in Professional & Technical Services (20,321 peers)
- +17.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Michaud, Cooley, Erickson Profit Sharing Plan and Trust's outsized position by total assets
Michaud, Cooley, Erickson Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,380,923 Top 21% higher than 79% 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
Michaud, Cooley, Erickson Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michaud, Cooley, Erickson Profit Sharing Plan and Trust sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Michaud, Cooley, Erickson Profit Sharing Plan and Trust reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Michaud, Cooley, Erickson Profit Sharing Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Michaud, Cooley, Erickson Profit Sharing Plan and Trust reported participants rose from 107 in the plan year 2022 filing to 111 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 410832180 · Michaud, Cooley, Erickson & Associates, LLC PY 2023 · 401(k)
Michaud, Cooley, Erickson Profit Sharing Plan and Trust · $29M · 111 · 79th
- ASSETS $29M
- PCT 111
- EIN 79th
- RANK 401(k)
- PHOTO near The Arcticom Group, LLC 401(k) Plan
- IND ind #16131
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 Profit Sharing Plan and Trust in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 410832180 |
| Plan Effective Date | 1961-09-06 |
| Filing Status | FILING 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
| 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.
- 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
Michaud, Cooley, Erickson Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is The Arcticom Group, LLC 401(k) Plan in CA ($29M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- The Arcticom Group, LLC 401(k) Plan (CA) $29M · 672
- Agilis Group, Inc. 401(k) Retirement Savings Plan (FL) $29M · 224
- Traeger 401(k) Plan (UT) $29M · 545
- Nisivoccia LLP 401(k) Plan (NJ) $29M · 148
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Reliable Appliance Installation Inc. 401(k) Plan (OH) 111 · 0 off
- Knowles Enterprises, LLC 401(k) Plan (CO) 111 · 0 off
- Mclean Mortgage Corp. 401(k) Plan (VA) 111 · 0 off
- Scope Healthcare Service Inc. 401(k) Profit Sharing Plan & Trust (NY) 111 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.