401(k) · DOL Form 5500 · 2022

Erm Insurance Brokers, Inc. 401(k) Plan

Data updated 2026-08-25

$37K
Total assets Small plan by assets
18
Participants Small participant base
3rd
Percentile by assets National rank
$2,079
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan · Sponsored by Erm Insurance Brokers, Inc. · California · Finance & Insurance

$37K in assets, 18 participants

Erm Insurance Brokers, Inc.'s Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan reported $37K in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #181 in Finance & Insurance (9,261 peers)

2022 asset change

Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan contracted severely 52.7% in 2022 ($79K → $37K) for 18 participants.

#181
in Finance & Insurance (9,261 peers)
-52.7%
assets change YoY

The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,426 3rd percentile higher than 3% of 139,123 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 2022

Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 454263217 · Erm Insurance Brokers, Inc. PY 2022 · 401(k)

Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan · $37K · 18 · 3rd

  • SCH $37K
  • EBSA 18
  • PART 3rd
  • TYPE 401(k)
  • NET near Strong and Big, Inc. 401(k) Plan
  • BOOK ind #181

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 Finance & Insurance retirement plans → · Plans in California →

Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Erm Insurance Brokers, Inc. 401(k) Profit Sharing PlanErm Insurance Brokers, Inc. …$37KStrong and Big, Inc. 401(k) PlanStrong and Big, Inc. 401(k) …$37KEnviro.-Lubrication Solutions, Inc. 401(k) PlanEnviro.-Lubrication Solution…$37KJlf Associates Corp. 401(k) PlanJlf Associates Corp. 401(k) …$37KFar Country Investments Plan$37K
End-of-year total assets ($M) among Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$79K
Net Assets (End of Year)$37K
Net Income-$42K
Employer EIN454263217
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000037426 · Participants: 18Erm Insurance Brokers, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Strong and Big, Inc. 401(k) Plan in WI ($37K); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37K here).

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan assets move in 2022?
Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan contracted severely - down 52.7% during 2022, from $79K to $37K. Reported net income was -$42K.
Where does Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Strong and Big, Inc. 401(k) Plan in WI ($37K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Erm Insurance Brokers, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 participants, N/A in assets).