401(k) · DOL Form 5500 · 2023

Elm Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
46
Participants Small participant base
63rd
Percentile by assets National rank
$272,106
Avg per participant High balance/head
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Official DOL plan name: Elm Resources, Inc. 401(k) Plan · Sponsored by Elm Resources, Inc. · Florida · Finance & Insurance

$13M in assets, 46 participants

Elm Resources, Inc.'s Elm Resources, Inc. 401(k) Plan reported $13M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,286 in Finance & Insurance (8,869 peers)

Elm Resources, Inc. multi-year trail

Elm Resources, Inc.'s plans moved +39.7% in assets from 2022 to 2024; this filing shows Elm Resources, Inc. 401(k) Plan at $13M / 46 participants.

#4,286
in Finance & Insurance (8,869 peers)
+21.0%
assets growth YoY

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

Elm Resources, Inc. 401(k) Plan vs every filed plan by assets

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

$12,516,892 Top 37% higher than 63% 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

Elm Resources, Inc. 401(k) 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. Elm Resources, Inc. 401(k) Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elm Resources, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Elm Resources, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Elm Resources, Inc. 401(k) Plan reported participants rose from 45 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954504552 · Elm Resources, Inc. PY 2023 · 401(k)

Elm Resources, Inc. 401(k) Plan · $13M · 46 · 63rd

  • PHOTO $13M
  • PHOTO 46
  • PHOTO 63rd
  • PHOTO 401(k)
  • PHOTO near Cleveland Urology Associates, Inc. Profit Sharing Plan
  • PHOTO ind #4286

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 Florida →

Elm Resources, Inc. 401(k) Plan in the asset neighbourhood

Elm Resources, Inc. 401(k) PlanElm Resources, Inc. 401(k) P…$13MCleveland Urology Associates, Inc. Profit Sharing PlanCleveland Urology Associates…$13MBusiness Interiors Profit Sharing and 401(k) PlanBusiness Interiors Profit Sh…$13MRealty Management Services, Inc. 401(k) PlanRealty Management Services, …$13MThumb Bank and Trust Profit Sharing PlanThumb Bank and Trust Profit …$13M
End-of-year total assets ($M) among Elm Resources, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Elm Resources, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Elm Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 39.7318229529009% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $14.5M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 45 $10M
2023 1 46 $13M
2024 1 50 $14M

Elm Resources, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN954504552
Plan Effective Date1999-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Elm Resources, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Elm Resources, Inc. 401(k) Plan, Total assets ($B): 0.012516892 · Participants: 46Elm Resources, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Elm Resources, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Elm Resources, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Cleveland Urology Associates, Inc. Profit Sharing Plan in OH ($13M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Elm Resources, Inc. 401(k) Plan assets move in 2023? ▼
Elm Resources, Inc. 401(k) Plan grew sharply - up 21.0% during 2023, from $10M to $13M. Reported net income was $2M.
How have Elm Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elm Resources, Inc.'s sponsor-wide assets grew 39.7%, from $10M to $14M.
Which 401(k) plans are similar in size to Elm Resources, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cleveland Urology Associates, Inc. Profit Sharing Plan in OH ($13M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Elm Resources, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 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 954504552.

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.