Profit Sharing · DOL Form 5500 · 2024
Erickson Analytical Inc. Profit Sharing Plan
Data updated 2026-08-25
- $448K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $223,995
- Avg per participant Above avg balance/head
Official DOL plan name: Erickson Analytical Inc. Retirement Plan · Sponsored by Erickson Analytical Inc. · Montana · Other Services
$448K in assets, 2 participants
Erickson Analytical Inc.'s Erickson Analytical Inc. Retirement Plan reported $448K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #2,773 in Other Services (7,719 peers)
2024 asset change
Erickson Analytical Inc. Retirement Plan grew sharply 22.9% in 2024 ($365K → $448K) for 2 participants.
- #2,773
- in Other Services (7,719 peers)
- +22.9%
- assets growth YoY
Erickson Analytical Inc. Retirement Plan among the smaller filed plans by assets
Erickson Analytical Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$447,989 17th percentile higher than 17% 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
Erickson Analytical Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erickson Analytical Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Erickson Analytical Inc. Retirement Plan reported net income rose from -$103K in the plan year 2023 filing to $83K in the plan year 2024 filing.
- Erickson Analytical Inc. Retirement Plan end-of-year assets rose from $365K in the plan year 2023 filing to $448K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 833042756 · Erickson Analytical Inc. PY 2024 · Profit Sharing
Erickson Analytical Inc. Retirement Plan · $448K · 2 · 17th
- NET $448K
- NET 2
- NET 17th
- NET Profit Sharing
- NET near Reaper of the South Inc. Retirement Plan
- NET ind #2773
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 Other Services retirement plans → · Plans in Montana →
Erickson Analytical Inc. Retirement Plan in the asset neighbourhood
Erickson Analytical Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Erickson Analytical Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $448K 4.186797557558842% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $468K |
| 2023 | 1 | 2 | $365K |
| 2024 | 1 | 2 | $448K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $365K |
|---|---|
| Net Assets (End of Year) | $448K |
| Net Income | $83K |
| Employer EIN | 833042756 |
| Plan Effective Date | 2019-01-02 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Montana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan $30M · 147
- Barrett Hospital Development Corporation 403(b) Plan $19M · 227
- Okeefe Drilling Company Profit-Sharing Trust $18M · 24
- Langlas & Associates, Inc. Profit Sharing Plan $18M · 194
- Cabinet Peaks Medical Center Personal Retirement Plan $15M · 296
Erickson Analytical Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Montana, the nearest Profit Sharing by assets is Reaper of the South Inc. Retirement Plan in LA ($448K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($448K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.