401(k) · DOL Form 5500 · 2023

Ellis Geothermal Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
29th
Percentile by assets National rank
$97,157
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ellis Geothermal Inc. Retirement Plan · Sponsored by Ellis Geothermal Inc. · Minnesota · Construction

$2M in assets, 18 participants

Ellis Geothermal Inc.'s Ellis Geothermal Inc. Retirement Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,415 in Construction (9,030 peers)

Ellis Geothermal Inc. multi-year trail

Ellis Geothermal Inc.'s plans moved -11.7% in assets from 2022 to 2024; this filing shows Ellis Geothermal Inc. Retirement Plan at $2M / 18 participants.

#2,415
in Construction (9,030 peers)
-10.4%
assets change YoY

The plan reported a net loss of $202K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ellis Geothermal Inc. Retirement Plan among the smaller filed plans by assets

Ellis Geothermal Inc. Retirement Plan vs every filed plan by assets

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

$1,748,825 29th percentile higher than 29% 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

Ellis Geothermal Inc. 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. Ellis Geothermal Inc. 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

  • Ellis Geothermal Inc. Retirement Plan reported net income fell from $2M in the plan year 2022 filing to -$202K in the plan year 2023 filing.
  • Ellis Geothermal Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 871265748 · Ellis Geothermal Inc. PY 2023 · 401(k)

Ellis Geothermal Inc. Retirement Plan · $2M · 18 · 29th

  • EOY $2M
  • EOY 18
  • EOY 29th
  • EOY 401(k)
  • EOY near Martin and Associates 401(k) Plan
  • EOY ind #2415

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 Minnesota →

Ellis Geothermal Inc. Retirement Plan in the asset neighbourhood

Ellis Geothermal Inc. Retirement PlanEllis Geothermal Inc. Retire…$2MMartin and Associates 401(k) PlanMartin and Associates 401(k)…$2MMotion Systems, Inc. 401(k) Profit Sharing Plan and TrustMotion Systems, Inc. 401(k) …$2MPdx Refinishers 401(k)$2MExcyl 401(k) Plan$2M
End-of-year total assets ($M) among Ellis Geothermal Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ellis Geothermal Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ellis Geothermal Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.738782297734828% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.95M $1.72M ▼ -11.8%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 18 $2M
2024 1 12 $2M

Ellis Geothermal Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$202K
Employer EIN871265748
Plan Effective Date2021-07-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Ellis Geothermal Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Ellis Geothermal Inc. Retirement Plan, Total assets ($B): 0.001748825 · Participants: 18Ellis Geothermal Inc. Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Ellis Geothermal Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Ellis Geothermal Inc. Retirement Plan side-by-side with 3 peers →

Ellis Geothermal Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Martin and Associates 401(k) Plan in TX ($2M); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 Ellis Geothermal Inc. Retirement Plan assets move in 2023? ▼
Ellis Geothermal Inc. Retirement Plan pulled back noticeably - down 10.4% during 2023, from $2M to $2M. Reported net income was -$202K.
How have Ellis Geothermal Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellis Geothermal Inc.'s sponsor-wide assets declined 11.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Ellis Geothermal Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martin and Associates 401(k) Plan in TX ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Ellis Geothermal Inc. 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 871265748.

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.