401(k) · DOL Form 5500 · 2022

Ekman & Co Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
67
Participants Small participant base
77th
Percentile by assets National rank
$298,852
Avg per participant High balance/head
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Official DOL plan name: Ekman & Co., Inc. Employees Retirement Plan · Sponsored by Ekman & Co Inc. · Florida · Wholesale Trade

$20M in assets, 67 participants

Ekman & Co Inc.'s Ekman & Co., Inc. Employees Retirement Plan reported $20M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,121 in Wholesale Trade (6,843 peers)

Where Ekman & Co., Inc. Employees Retirement Plan sits by assets

Ekman & Co., Inc. Employees Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 67 participants (~$298,852/participant), down 20.8% in 2022.

#5,121
in Wholesale Trade (6,843 peers)
-20.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ekman & Co., Inc. Employees Retirement Plan's outsized position by total assets

Ekman & Co., Inc. Employees Retirement Plan vs every filed plan by assets

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

$20,023,076 Top 23% higher than 77% 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

Ekman & Co., Inc. Employees Retirement 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. Ekman & Co., Inc. Employees Retirement Plan is a small filing (67 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 133250392 · Ekman & Co Inc. PY 2022 · 401(k)

Ekman & Co., Inc. Employees Retirement Plan · $20M · 67 · 77th

  • BOY $20M
  • BOY 67
  • BOY 77th
  • BOY 401(k)
  • BOY near Enloe Primary Physicians Group, a Medical Corporation 401(k) Profit Sharing Plan
  • BOY ind #5121

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 Wholesale Trade retirement plans → · Plans in Florida →

Ekman & Co., Inc. Employees Retirement Plan in the asset neighbourhood

Ekman & Co., Inc. Employees Retirement PlanEkman & Co., Inc. Employees …$20MEnloe Primary Physicians Group, a Medical Corporation 401(k) Profit Sharing PlanEnloe Primary Physicians Gro…$20MNou Systems, Inc. 401(k) Plan and TrustNou Systems, Inc. 401(k) Pla…$20MPadagis 401(k) Retirement PlanPadagis 401(k) Retirement Pl…$20MBurkes Mechanical, Inc. 401(k) PlanBurkes Mechanical, Inc. 401(…$20M
End-of-year total assets ($M) among Ekman & Co., Inc. Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$20M
Net Income-$5M
Employer EIN133250392
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ekman & Co Inc.)

Sponsor-wide plan assets over time

All Ekman & Co Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 34.72833045232411% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20M $27M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 67 $20M
2023 1 75 $22M
2024 1 77 $27M

Nearby 401(k) Plans in Florida

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

Ekman & Co., Inc. Employees Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Ekman & Co., Inc. Employees Retirement Plan, Total assets ($B): 0.020023076 · Participants: 67Ekman & Co., Inc. Employees Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Ekman & Co., Inc. Employees Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ekman & Co., Inc. Employees Retirement Plan side-by-side with 3 peers →

Ekman & Co., Inc. Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Enloe Primary Physicians Group, a Medical Corporation 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Ekman & Co., Inc. Employees Retirement Plan assets move in 2022? ▼
Ekman & Co., Inc. Employees Retirement Plan declined sharply - down 20.8% during 2022, from $25M to $20M. Reported net income was -$5M.
How have Ekman & Co Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ekman & Co Inc.'s sponsor-wide assets grew 34.7%, from $20M to $27M.
Where does Ekman & Co., Inc. Employees Retirement Plan rank by assets among Form 5500 filers? ▼
Ekman & Co., Inc. Employees Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ekman & Co., Inc. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enloe Primary Physicians Group, a Medical Corporation 401(k) Profit Sharing Plan in CA ($20M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Ekman & Co., Inc. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133250392.

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.