401(k) · DOL Form 5500 · 2022

Ethos Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
281
Participants Below avg headcount
55th
Percentile by assets National rank
$22,536
Avg per participant Low balance/head
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Official DOL plan name: Ethos Technologies, Inc. 401(k) Plan · Sponsored by Ethos Technologies, Inc. · Texas · Finance & Insurance

$6M in assets, 281 participants

Ethos Technologies, Inc.'s Ethos Technologies, Inc. 401(k) Plan reported $6M in total assets and 281 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.

  • #3,625 in Finance & Insurance (9,261 peers)

Coverage in Texas

Ethos Technologies, Inc. 401(k) Plan covers 281 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#3,625
in Finance & Insurance (9,261 peers)
+44.4%
assets growth YoY

Ethos Technologies, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Ethos Technologies, Inc. 401(k) Plan vs every filed plan by assets

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

$6,332,730 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

Ethos Technologies, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ethos Technologies, Inc. 401(k) Plan sits mid-pack in the medium band (281 participants).

DOL schedule card

Filing strip 813181024 · Ethos Technologies, Inc. PY 2022 · 401(k)

Ethos Technologies, Inc. 401(k) Plan · $6M · 281 · 55th

  • IND $6M
  • IND 281
  • IND 55th
  • IND 401(k)
  • IND near John C. Digrazia, Dds, Ltd. Profit Sharing Plan and Trust
  • IND ind #3625

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 Texas →

Ethos Technologies, Inc. 401(k) Plan in the asset neighbourhood

Ethos Technologies, Inc. 401(k) PlanEthos Technologies, Inc. 401…$6MJohn C. Digrazia, Dds, Ltd. Profit Sharing Plan and TrustJohn C. Digrazia, Dds, Ltd. …$6MWilliams Homes Inc. 401(k) PlanWilliams Homes Inc. 401(k) P…$6MThermoflex Corp. 401(k) Plan$6MPoint Monitor Corporation 401(k) PlanPoint Monitor Corporation 40…$6M
End-of-year total assets ($M) among Ethos Technologies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN813181024
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethos Technologies, Inc.)

Sponsor-wide plan assets over time

All Ethos Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 93.60681728101467% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.33M $12.3M ▲ +93.7%
Year Plans Participants Total Assets
2022 1 281 $6M
2023 1 233 $10M
2024 1 166 $12M

Nearby 401(k) Plans in Texas

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

Ethos Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Ethos Technologies, Inc. 401(k) Plan, Total assets ($B): 0.00633273 · Participants: 281Ethos Technologies, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Ethos Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ethos Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

Ethos Technologies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is John C. Digrazia, Dds, Ltd. Profit Sharing Plan and Trust in NV ($6M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Ethos Technologies, Inc. 401(k) Plan assets move in 2022? ▼
Ethos Technologies, Inc. 401(k) Plan surged - up 44.4% during 2022, from $4M to $6M. Reported net income was $2M.
How have Ethos Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethos Technologies, Inc.'s sponsor-wide assets grew 93.6%, from $6M to $12M.
Which 401(k) plans are similar in size to Ethos Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John C. Digrazia, Dds, Ltd. Profit Sharing Plan and Trust in NV ($6M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Ethos Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (281 participants, $38M 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 813181024.

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.