401(k) · DOL Form 5500 · 2024
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 49
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $513,587
- 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
$25M in assets, 49 participants
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a.'s Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan reported $25M in total assets and 49 participants in its 2024 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.
- #14,985 in Professional & Technical Services (20,173 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 $25M / 49 participants.
- #14,985
- in Professional & Technical Services (20,173 peers)
- +15.5%
- 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 2024 · DOL Form 5500
$25,165,780 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement 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. Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan is a small filing (49 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan reported participants rose from 47 in the plan year 2023 filing to 49 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 411837589 · Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. PY 2024 · 401(k)
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan · $25M · 49 · 74th
- VS-ST $25M
- BOY 49
- SCH 74th
- EBSA 401(k)
- PART near Turning Point Community Programs 401(k) Retirement Plan
- TYPE ind #14985
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 (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| 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.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
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 Turning Point Community Programs 401(k) Retirement Plan in CA ($25M); by covered participants it is The Bazooka 401(k) Savings and Investment Plan in NY (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Turning Point Community Programs 401(k) Retirement Plan (CA) $25M · 792
- Fastening Solutions, Inc. Employee Retirement Plan (AL) $25M · 159
- Canal Wood, LLC 401(k) Plan (SC) $25M · 94
- Databank Imx LLC 401(k) Plan (PA) $25M · 513
Similar participant headcount
Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.
- The Bazooka 401(k) Savings and Investment Plan (NY) 49 · 0 off
- Neal and Harwell Profit Sharing Plan (TN) 49 · 0 off
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 49 · 0 off
- Plan De Retiro Ediciones Sm (PR) 49 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.