401(k)
2024 plan-year 401(k) DOL Form 5500

ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ERICKSON INCORPORATED

This 401(k) plan holds $64M in total assets and serves 491 participants as of 2024. It is sponsored by ERICKSON INCORPORATED in Oregon. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$64M
Participants
491
State
Industry
Transportation & Warehousing

What the Filing Says About ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN

ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by ERICKSON INCORPORATED, headquartered in Oregon. As of the 2024 Form 5500 filing, the plan reports $64M in total end-of-year assets and covers 491 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 931307561, and the plan has been effective since 1973-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $68M at the beginning of 2024 to $64M at year-end — a decline of 5.0%. Net assets (after liabilities) closed the year at $64M, with reported net income of $-3,344,457 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$68M
Total Assets (End of Year)$64M
Net Assets (End of Year)$64M
Net Income$-3,344,457
Plan Type401(k)
Employer EIN931307561
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ERICKSON INCORPORATED)

Year Plans Participants Total Assets
2022 1 562 $59M
2023 1 525 $68M
2024 1 491 $64M

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Frequently Asked Questions

How much money is in the ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN?
As of the 2024 Form 5500 filing, ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN holds $64M in total assets with 491 participants. It is sponsored by ERICKSON INCORPORATED.
What type of plan is ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN?
ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1973-01-01. The plan is filed with the U.S. Department of Labor under EIN 931307561.
Who sponsors the ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN?
ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN is sponsored by ERICKSON INCORPORATED, located in Oregon. The sponsor's EIN is 931307561 and the plan operates in the Transportation & Warehousing industry.
How did ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN perform in 2024?
ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN declined by 5.0% during 2024, moving from $68M to $64M in total assets. Net income was $-3,344,457.
Where can I find official filings for ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN?
Official Form 5500 filings for ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 931307561 or plan name at efast.dol.gov.
How does ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN compare to other plans?
You can compare ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 931307561.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.