401(k) · DOL Form 5500 · 2024

Daniels & Erickson, P.C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
34
Participants Small participant base
62nd
Percentile by assets National rank
$393,129
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Daniels & Erickson 401(k) Plan · Sponsored by Daniels & Erickson, P.C. · Texas · Professional & Technical Services

$13M in assets, 34 participants

Daniels & Erickson, P.C.'s Daniels & Erickson 401(k) Plan reported $13M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,278 in Professional & Technical Services (20,173 peers)

Daniels & Erickson, P.C. multi-year trail

Daniels & Erickson, P.C.'s plans moved +43.2% in assets from 2022 to 2024; this filing shows Daniels & Erickson 401(k) Plan at $13M / 34 participants.

#12,278
in Professional & Technical Services (20,173 peers)
+16.9%
assets growth YoY

Daniels & Erickson 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Daniels & Erickson 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,366,383 Top 38% higher than 62% 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

Daniels & Erickson 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. Daniels & Erickson 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Daniels & Erickson 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Daniels & Erickson 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752916499 · Daniels & Erickson, P.C. PY 2024 · 401(k)

Daniels & Erickson 401(k) Plan · $13M · 34 · 62nd

  • RANK $13M
  • RANK 34
  • RANK 62nd
  • RANK 401(k)
  • RANK near Harold Grinspoon Foundation 401(k) Savings Plan
  • RANK ind #12278

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 Texas →

Daniels & Erickson 401(k) Plan in the asset neighbourhood

Daniels & Erickson 401(k) PlanDaniels & Erickson 401(k) Pl…$13MHarold Grinspoon Foundation 401(k) Savings PlanHarold Grinspoon Foundation …$13MTop Flite Financial Inc. 401(k) Profit Sharing Plan & TrustTop Flite Financial Inc. 401…$13MMpm Bioimpact$13MTrevdan, Inc 401(k) Plan$13M
End-of-year total assets ($M) among Daniels & Erickson 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Daniels & Erickson, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Daniels & Erickson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 43.2047612986669% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.33M $13.4M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 31 $9M
2023 1 34 $11M
2024 1 34 $13M

Daniels & Erickson, P.C. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN752916499
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Daniels & Erickson 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Daniels & Erickson 401(k) Plan, Total assets ($B): 0.013366383 · Participants: 34Daniels & Erickson 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Daniels & Erickson 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Daniels & Erickson 401(k) Plan side-by-side with 3 peers →

Daniels & Erickson 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Harold Grinspoon Foundation 401(k) Savings Plan in MA ($13M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Daniels & Erickson 401(k) Plan assets move in 2024? ▼
Daniels & Erickson 401(k) Plan grew sharply - up 16.9% during 2024, from $11M to $13M. Reported net income was $2M.
How have Daniels & Erickson, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniels & Erickson, P.C.'s sponsor-wide assets grew 43.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Daniels & Erickson 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harold Grinspoon Foundation 401(k) Savings Plan in MA ($13M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Daniels & Erickson 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M 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 752916499.

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.