Other · DOL Form 5500 · 2023

Ela Investment Plan Retirement Plan

Data updated 2026-08-25

$703K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$351,549
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ela Investment Plan · Sponsored by Ela Investment Plan · New Jersey · Wholesale Trade

$703K in assets, 2 participants

Ela Investment Plan's Ela Investment Plan reported $703K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #692 in Wholesale Trade (6,309 peers)

Ela Investment Plan multi-year trail

Ela Investment Plan's plans moved -98.9% in assets from 2022 to 2024; this filing shows Ela Investment Plan at $703K / 2 participants.

#692
in Wholesale Trade (6,309 peers)
-41.6%
assets change YoY

The plan reported a net loss of $500K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ela Investment Plan among the smaller filed plans by assets

Ela Investment Plan vs every filed plan by assets

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

$703,097 21st percentile higher than 21% 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

Ela Investment Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ela Investment Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ela Investment Plan reported net income fell from -$204K in the plan year 2022 filing to -$500K in the plan year 2023 filing.
  • Ela Investment Plan end-of-year assets fell from $1M in the plan year 2022 filing to $703K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 826609411 · Ela Investment Plan PY 2023 · Other

Ela Investment Plan · $703K · 2 · 21st

  • ASSETS $703K
  • PCT 2
  • EIN 21st
  • RANK Other
  • PHOTO near Pace Managment, Inc,-401(k) Retirement Plan
  • IND ind #692

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 New Jersey →

Ela Investment Plan in the asset neighbourhood

Desider Kohn Self Employed Profit Sharing PlanDesider Kohn Self Employed P…$707KEla Investment Plan$703KPace Managment, Inc,-401(k) Retirement PlanPace Managment, Inc,-401(k) …$701KWashington Mutual Bank as Trustee for Andrew SichenzeWashington Mutual Bank as Tr…$700KSubstance Abuse Prevention Team of Essex County, Inc.Substance Abuse Prevention T…$699K
End-of-year total assets ($M) among Ela Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ela Investment Plan multi-year asset trail

Sponsor-wide plan assets over time

All Ela Investment Plan plans reported in each filing year

Latest sponsor-wide plan assets
$13K 98.89938988911608% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.2M $0.01M ▼ -99.2%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $703K
2024 1 2 $13K

Ela Investment Plan filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$703K
Net Income-$500K
Employer EIN826609411
Plan Effective Date2017-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Ela Investment Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Ela Investment Plan, Total assets ($B): 0.000703097 · Participants: 2Ela Investment PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Ela Investment Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Ela Investment Plan side-by-side with 3 peers →

Ela Investment Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Pace Managment, Inc,-401(k) Retirement Plan in NM ($701K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Ela Investment Plan assets move in 2023? ▼
Ela Investment Plan contracted severely - down 41.6% during 2023, from $1M to $703K. Reported net income was -$500K.
How have Ela Investment Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ela Investment Plan's sponsor-wide assets declined 98.9%, from $1M to $13K.
Where does Ela Investment Plan rank by assets among Form 5500 filers? ▼
Ela Investment Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Ela Investment Plan? ▼
Among Other plans in other states, the closest by assets is Pace Managment, Inc,-401(k) Retirement Plan in NM ($701K, 6 participants).
Which Other plans cover a similar participant headcount to Ela Investment Plan? ▼
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 826609411.

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.