401(k) · DOL Form 5500 · 2022

Etr Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
157
Participants Small participant base
81st
Percentile by assets National rank
$160,033
Avg per participant Above avg balance/head
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Official DOL plan name: Etr Associates, Inc. 401(k) Plan · Sponsored by Etr Associates, Inc. · California · Educational Services

$25M in assets, 157 participants

Etr Associates, Inc.'s Etr Associates, Inc. 401(k) Plan reported $25M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,624 in Educational Services (4,024 peers)

Coverage in California

Etr Associates, Inc. 401(k) Plan covers 157 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $25M.

#2,624
in Educational Services (4,024 peers)
+9.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Etr Associates, Inc. 401(k) Plan's outsized position by total assets

Etr Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$25,125,119 Top 19% higher than 81% 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

Etr Associates, 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. Etr Associates, Inc. 401(k) Plan sits mid-pack in the medium band (157 participants).

Form 5500 schedule snapshot

Filing strip 942760764 · Etr Associates, Inc. PY 2022 · 401(k)

Etr Associates, Inc. 401(k) Plan · $25M · 157 · 81st

  • PCT $25M
  • PCT 157
  • PCT 81st
  • PCT 401(k)
  • PCT near Ssfm International, Inc. 401(k) Profit Sharing Plan
  • PCT ind #2624

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 Educational Services retirement plans → · Plans in California →

Etr Associates, Inc. 401(k) Plan in the asset neighbourhood

Etr Associates, Inc. 401(k) PlanEtr Associates, Inc. 401(k) …$25MSamet Corporation 401(k) Profit Sharing PlanSamet Corporation 401(k) Pro…$25MSsfm International, Inc. 401(k) Profit Sharing PlanSsfm International, Inc. 401…$25MHarlan Foods, Inc. Profit Sharing 401(k) PlanHarlan Foods, Inc. Profit Sh…$25MAleron 401(k) Savings and Retirement PlanAleron 401(k) Savings and Re…$25M
End-of-year total assets ($M) among Etr Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN942760764
Plan Effective Date2006-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Etr Associates, Inc.)

Sponsor-wide plan assets over time

All Etr Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 26.625131606341846% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.1M $31.8M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 157 $25M
2023 1 148 $29M
2024 1 128 $32M

Nearby 401(k) Plans in California

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

Etr Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Etr Associates, Inc. 401(k) Plan, Total assets ($B): 0.025125119 · Participants: 157Etr Associates, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Etr Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Etr Associates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ssfm International, Inc. 401(k) Profit Sharing Plan in HI ($25M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Etr Associates, Inc. 401(k) Plan assets move in 2022? ▼
Etr Associates, Inc. 401(k) Plan grew at a solid clip - up 9.1% during 2022, from $23M to $25M. Reported net income was $2M.
How have Etr Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Etr Associates, Inc.'s sponsor-wide assets grew 26.6%, from $25M to $32M.
Where does Etr Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Etr Associates, Inc. 401(k) Plan ranks in the 81st 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 Etr Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ssfm International, Inc. 401(k) Profit Sharing Plan in HI ($25M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Etr Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is We Transport Inc. Salaried 401(k) Plan in NY (157 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 942760764.

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.