401(k) · DOL Form 5500 · 2022

Ellis Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
26
Participants Small participant base
55th
Percentile by assets National rank
$243,133
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ellis Mechanical 401(k) Plan · Sponsored by Ellis Mechanical, Inc. · Indiana · Construction

$6M in assets, 26 participants

Ellis Mechanical, Inc.'s Ellis Mechanical 401(k) Plan reported $6M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,459 in Construction (9,927 peers)

Ellis Mechanical, Inc. multi-year trail

Ellis Mechanical, Inc.'s plans moved +15.2% in assets from 2022 to 2024; this filing shows Ellis Mechanical 401(k) Plan at $6M / 26 participants.

#5,459
in Construction (9,927 peers)
-17.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ellis Mechanical 401(k) Plan's mid-pack asset rank among Construction and all filers

Ellis Mechanical 401(k) Plan vs every filed plan by assets

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

$6,321,456 Top 45% higher than 55% 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

Ellis Mechanical 401(k) 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. Ellis Mechanical 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

DOL schedule card

Filing strip 351937736 · Ellis Mechanical, Inc. PY 2022 · 401(k)

Ellis Mechanical 401(k) Plan · $6M · 26 · 55th

  • BOOK $6M
  • VS-ST 26
  • BOY 55th
  • SCH 401(k)
  • EBSA near Regency Windsor Management, Inc. Savings Plan
  • PART ind #5459

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 Construction retirement plans → · Plans in Indiana →

Ellis Mechanical 401(k) Plan in the asset neighbourhood

Ellis Mechanical 401(k) Plan$6MRegency Windsor Management, Inc. Savings PlanRegency Windsor Management, …$6MFormulated Solutions 401(k) PlanFormulated Solutions 401(k) …$6MA.D. Transport 401(k) Profit Sharing PlanA.D. Transport 401(k) Profit…$6MCore Spaces 401(k) Plan$6M
End-of-year total assets ($M) among Ellis Mechanical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ellis Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ellis Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.16718616723742% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.32M $7.28M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 26 $6M
2023 1 24 $7M
2024 1 22 $7M

Ellis Mechanical, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN351937736
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Ellis Mechanical 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Ellis Mechanical 401(k) Plan, Total assets ($B): 0.006321456 · Participants: 26Ellis Mechanical 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ellis Mechanical 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ellis Mechanical 401(k) Plan side-by-side with 3 peers →

Ellis Mechanical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Regency Windsor Management, Inc. Savings Plan in FL ($6M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Ellis Mechanical 401(k) Plan assets move in 2022? ▼
Ellis Mechanical 401(k) Plan declined sharply - down 17.3% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Ellis Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellis Mechanical, Inc.'s sponsor-wide assets grew 15.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Ellis Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regency Windsor Management, Inc. Savings Plan in FL ($6M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Ellis Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants, N/A 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 351937736.

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.