401(k) · DOL Form 5500 · 2024

Michaud, Cooley, Erickson & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
120
Participants Small participant base
78th
Percentile by assets National rank
$254,613
Avg per participant Above avg balance/head
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Official DOL plan name: Michaud, Cooley, Erickson Profit Sharing Plan and Trust · Sponsored by Michaud, Cooley, Erickson & Associates, LLC · Minnesota · Professional & Technical Services

$31M in assets, 120 participants

Michaud, Cooley, Erickson & Associates, LLC's Michaud, Cooley, Erickson Profit Sharing Plan and Trust reported $31M in total assets and 120 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,667 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Michaud, Cooley, Erickson Profit Sharing Plan and Trust covers 120 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $31M.

#15,667
in Professional & Technical Services (20,173 peers)
+4.0%
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 2024 · DOL Form 5500

$30,553,605 Top 22% higher than 78% 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

Michaud, Cooley, Erickson Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 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 (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Michaud, Cooley, Erickson Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Michaud, Cooley, Erickson Profit Sharing Plan and Trust reported participants rose from 111 in the plan year 2023 filing to 120 in the plan year 2024 filing.
  • Michaud, Cooley, Erickson Profit Sharing Plan and Trust end-of-year assets rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410832180 · Michaud, Cooley, Erickson & Associates, LLC PY 2024 · 401(k)

Michaud, Cooley, Erickson Profit Sharing Plan and Trust · $31M · 120 · 78th

  • BOY $31M
  • SCH 120
  • EBSA 78th
  • PART 401(k)
  • TYPE near Ateeco, Inc. Employees Profit Sharing & 401(k) Plan
  • NET ind #15667

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

Onyx Creative, Inc. Profit Sharing and 401(k) PlanOnyx Creative, Inc. Profit S…$31MEye Care Associates, Inc. 401(k) Profit Sharing PlanEye Care Associates, Inc. 40…$31MMichaud, Cooley, Erickson Profit Sharing Plan and TrustMichaud, Cooley, Erickson Pr…$31MAteeco, Inc. Employees Profit Sharing & 401(k) PlanAteeco, Inc. Employees Profi…$31MShipley Energy 401(k) Retirement PlanShipley Energy 401(k) Retire…$31M
End-of-year total assets ($M) among Michaud, Cooley, Erickson Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$1M
Employer EIN410832180
Plan Effective Date1961-09-06
Filing StatusFILING 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
$24M$26M$28M$30M$32M 202220232024 $25M $30.6M ▲ +22.4%
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.

Michaud, Cooley, Erickson Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Michaud, Cooley, Erickson Profit Sharing Plan and Trust, Total assets ($B): 0.030553605 · Participants: 120Michaud, Cooley, Erickson Profit Sharing Plan and TrustWells 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
Michaud, Cooley, Erickson Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Michaud, Cooley, Erickson Profit Sharing Plan and Trust side-by-side with 3 peers →

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 Ateeco, Inc. Employees Profit Sharing & 401(k) Plan in PA ($31M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Michaud, Cooley, Erickson Profit Sharing Plan and Trust assets move in 2024? ▼
Michaud, Cooley, Erickson Profit Sharing Plan and Trust edged up modestly - up 4.0% during 2024, from $29M to $31M. Reported net income was $1M.
How have Michaud, Cooley, Erickson & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michaud, Cooley, Erickson & Associates, LLC's sponsor-wide assets grew 22.4%, from $25M to $31M.
Where does Michaud, Cooley, Erickson Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Michaud, Cooley, Erickson Profit Sharing Plan and Trust ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Michaud, Cooley, Erickson Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ateeco, Inc. Employees Profit Sharing & 401(k) Plan in PA ($31M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Michaud, Cooley, Erickson Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 410832180.

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.