401(k) · DOL Form 5500 · 2023

Elchert Family Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
37th
Percentile by assets National rank
$177,351
Avg per participant Above avg balance/head
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Official DOL plan name: Elchert Family Holdings, Inc. 401(k) Retirement Plan · Sponsored by Elchert Family Holdings, Inc. · Pennsylvania · Construction

$3M in assets, 18 participants

Elchert Family Holdings, Inc.'s Elchert Family Holdings, Inc. 401(k) Retirement Plan reported $3M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,138 in Construction (9,030 peers)

Elchert Family Holdings, Inc. multi-year trail

Elchert Family Holdings, Inc.'s plans moved +12.4% in assets from 2022 to 2024; this filing shows Elchert Family Holdings, Inc. 401(k) Retirement Plan at $3M / 18 participants.

#3,138
in Construction (9,030 peers)
+4.2%
assets growth YoY

Elchert Family Holdings, Inc. 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Elchert Family Holdings, Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,192,316 37th percentile higher than 37% of 127,068 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 2023

Elchert Family Holdings, Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elchert Family Holdings, Inc. 401(k) Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elchert Family Holdings, Inc. 401(k) Retirement Plan reported net income fell from $332K in the plan year 2022 filing to $129K in the plan year 2023 filing.
  • Elchert Family Holdings, Inc. 401(k) Retirement Plan reported participants rose from 16 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Elchert Family Holdings, Inc. 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822808057 · Elchert Family Holdings, Inc. PY 2023 · 401(k)

Elchert Family Holdings, Inc. 401(k) Retirement Plan · $3M · 18 · 37th

  • TYPE $3M
  • TYPE 18
  • TYPE 37th
  • TYPE 401(k)
  • TYPE near Evolution's Retirement Savings Plan
  • TYPE ind #3138

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 Pennsylvania →

Elchert Family Holdings, Inc. 401(k) Retirement Plan in the asset neighbourhood

Elchert Family Holdings, Inc. 401(k) Retirement PlanElchert Family Holdings, Inc…$3MEvolution's Retirement Savings PlanEvolution's Retirement Savin…$3MEaglemaster Signs & Awards, Inc. Profit Sharing PlanEaglemaster Signs & Awards, …$3MDfw Plastics, Inc./Dfw Rotec, Inc. Profit Sharing PlanDfw Plastics, Inc./Dfw Rotec…$3MQuick Crete Products Corp. 401(k) PlanQuick Crete Products Corp. 4…$3M
End-of-year total assets ($M) among Elchert Family Holdings, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Elchert Family Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Elchert Family Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.36328029375765% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.06M $3.44M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 18 $3M
2024 1 18 $3M

Elchert Family Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$129K
Employer EIN822808057
Plan Effective Date2017-09-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Elchert Family Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Elchert Family Holdings, Inc. 401(k) Retirement Plan, Total assets ($B): 0.003192316 · Participants: 18Elchert Family Holdings, Inc. 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Elchert Family Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Elchert Family Holdings, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Elchert Family Holdings, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Evolution's Retirement Savings Plan in NJ ($3M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

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

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Elchert Family Holdings, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Elchert Family Holdings, Inc. 401(k) Retirement Plan edged up modestly - up 4.2% during 2023, from $3M to $3M. Reported net income was $129K.
How have Elchert Family Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elchert Family Holdings, Inc.'s sponsor-wide assets grew 12.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Elchert Family Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evolution's Retirement Savings Plan in NJ ($3M, 1,477 participants).
Which 401(k) plans cover a similar participant headcount to Elchert Family Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822808057.

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.