401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$6M
Total assets Small plan by assets
12
Participants Small participant base
45th
Percentile by assets National rank
$486,012
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

$6M in assets, 12 participants

Erickson/Aamodt Orthodontics, P.a's Erickson/Aamondt Orthodontics, P.a. 401(k) Plan reported $6M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,189 in Healthcare & Social Assistance (16,916 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 $6M / 12 participants.

#8,189
in Healthcare & Social Assistance (16,916 peers)
+25.4%
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 2024 · DOL Form 5500

$5,832,140 45th percentile higher than 45% of 123,620 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 2024

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

Plan-year 2024 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 (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Erickson/Aamondt Orthodontics, P.a. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Erickson/Aamondt Orthodontics, P.a. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Erickson/Aamondt Orthodontics, P.a. 401(k) Plan reported participants rose from 11 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411785852 · Erickson/Aamodt Orthodontics, P.a PY 2024 · 401(k)

Erickson/Aamondt Orthodontics, P.a. 401(k) Plan · $6M · 12 · 45th

  • PHOTO $6M
  • IND 12
  • EOY 45th
  • 5500 401(k)
  • ASSETS near Jewish Adoption & Foster Care Options 403(b) Retirement Plan
  • PCT ind #8189

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…$6MJewish Adoption & Foster Care Options 403(b) Retirement PlanJewish Adoption & Foster Car…$6MJf Scott Construction Company Employee Stock Ownership 401(k) PlanJf Scott Construction Compan…$6MTelespecialists, LLC 401(k) Profit Sharing Plan & TrustTelespecialists, LLC 401(k) …$6MDental Haven, S.C. 401(k) PlanDental Haven, S.C. 401(k) Pl…$6M
End-of-year total assets ($M) among Erickson/Aamondt Orthodontics, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
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 -20020406080 Total assets ($B) Participants Erickson/Aamondt Orthodontics, P.a. 401(k) Plan, Total assets ($B): 0.00583214 · Participants: 12Erickson/Aamondt Orthodontics, P.a. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.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 Jewish Adoption & Foster Care Options 403(b) Retirement Plan in FL ($6M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Erickson/Aamondt Orthodontics, P.a. 401(k) Plan grew sharply - up 25.4% during 2024, from $5M to $6M. 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 Jewish Adoption & Foster Care Options 403(b) Retirement Plan in FL ($6M, 118 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 Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.