401(k) · DOL Form 5500 · 2022

Elbert Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$272K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$135,938
Avg per participant Near avg balance/head
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Official DOL plan name: Elbert Enterprises Retirement Plan · Sponsored by Elbert Enterprises, Inc. · Illinois · Food Services & Accommodation

$272K in assets, 2 participants

Elbert Enterprises, Inc.'s Elbert Enterprises Retirement Plan reported $272K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,521 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Elbert Enterprises Retirement Plan ranks #1,521 of 4,592 2022 filers by assets (7196% of the sector average)-$272K for 2 participants.

#1,521
in Food Services & Accommodation (4,592 peers)
+5.4%
assets growth YoY

Elbert Enterprises Retirement Plan among the smaller filed plans by assets

Elbert Enterprises Retirement Plan vs every filed plan by assets

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

$271,876 13th percentile higher than 13% 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

Elbert Enterprises Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elbert Enterprises Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 455087596 · Elbert Enterprises, Inc. PY 2022 · 401(k)

Elbert Enterprises Retirement Plan · $272K · 2 · 13th

  • BOOK $272K
  • BOOK 2
  • BOOK 13th
  • BOOK 401(k)
  • BOOK near Milestones Child Development Center 401(k) Plan
  • BOOK ind #1521

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 Food Services & Accommodation retirement plans → · Plans in Illinois →

Elbert Enterprises Retirement Plan in the asset neighbourhood

Elbert Enterprises Retirement PlanElbert Enterprises Retiremen…$272KMilestones Child Development Center 401(k) PlanMilestones Child Development…$272KJc3 Telecommunications Group, Inc. 401(k) PlanJc3 Telecommunications Group…$272KLogic Green Corp. 401(k) Profit Sharing PlanLogic Green Corp. 401(k) Pro…$272KRipcord Enterprises, Inc 401(k) PlanRipcord Enterprises, Inc 401…$272K
End-of-year total assets ($M) among Elbert Enterprises Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$258K
Net Assets (End of Year)$272K
Net Income$14K
Employer EIN455087596
Plan Effective Date2012-04-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Elbert Enterprises, Inc.)

Sponsor-wide plan assets over time

All Elbert Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$242K 11.12014300637055% vs 2022
2024 filing year
$0.2M$0.22M$0.24M$0.26M$0.28M 202220232024 $0.27M $0.24M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 2 $272K
2023 1 2 $218K
2024 1 3 $242K

Nearby 401(k) Plans in Illinois

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

Elbert Enterprises Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Elbert Enterprises Retirement Plan, Total assets ($B): 0.000271876 · Participants: 2Elbert Enterprises Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Elbert Enterprises Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Elbert Enterprises Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Milestones Child Development Center 401(k) Plan in MI ($272K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Elbert Enterprises Retirement Plan assets move in 2022?
Elbert Enterprises Retirement Plan grew at a solid clip - up 5.4% during 2022, from $258K to $272K. Reported net income was $14K.
How have Elbert Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Elbert Enterprises, Inc.'s sponsor-wide assets declined 11.1%, from $272K to $242K.
Where does Elbert Enterprises Retirement Plan rank by assets among Form 5500 filers?
Elbert Enterprises Retirement Plan ranks in the 13th 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 Elbert Enterprises Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Milestones Child Development Center 401(k) Plan in MI ($272K, 118 participants).
Which 401(k) plans cover a similar participant headcount to Elbert Enterprises Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).