How big is Joel S. Erickson, M.D., Inc.'s plan?

Joel S. Erickson, M.D., Inc.'s plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250909113616NAL0020175985001

Joel S. Erickson, M.D., Inc.

Name: Joel S. Erickson, M.D., Inc. — Joel S. Erickson, Form 5500 (2024)
Creator: Joel S. Erickson, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel S. Erickson, M.D., Inc. Retirement Plan

Defined-benefit pension plan · Joel S. Erickson, M.D., Inc.'s Joel S. Erickson, M.D., Inc. Retirement Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Joel S. Erickson, M.D., Inc.'s EIN is 61-1632162.

EIN 61-1632162

Plan number 002

Plan year 2024

ACK ID 20250909113616NAL0020175985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joel S. Erickson, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joel S. Erickson, M.D., Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL S. ERICKSON, M.D., INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score