401(k) · DOL Form 5500 · 2023

Ellis Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
24
Participants Small participant base
52nd
Percentile by assets National rank
$302,786
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ellis Mechanical 401(k) Plan · Sponsored by Ellis Mechanical, Inc. · Indiana · Construction

$7M in assets, 24 participants

Ellis Mechanical, Inc.'s Ellis Mechanical 401(k) Plan reported $7M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,515 in Construction (9,030 peers)

Ellis Mechanical, Inc. multi-year trail

Ellis Mechanical, Inc.'s plans moved +15.2% in assets from 2022 to 2024; this filing shows Ellis Mechanical 401(k) Plan at $7M / 24 participants.

#4,515
in Construction (9,030 peers)
+15.0%
assets growth YoY

Ellis Mechanical 401(k) Plan's mid-pack asset rank among Construction and all filers

Ellis Mechanical 401(k) Plan vs every filed plan by assets

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

$7,266,875 Top 48% higher than 52% 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 Mechanical 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. Ellis Mechanical 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ellis Mechanical 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $945K in the plan year 2023 filing.
  • Ellis Mechanical 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ellis Mechanical 401(k) Plan reported participants fell from 26 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351937736 · Ellis Mechanical, Inc. PY 2023 · 401(k)

Ellis Mechanical 401(k) Plan · $7M · 24 · 52nd

  • PART $7M
  • TYPE 24
  • NET 52nd
  • BOOK 401(k)
  • VS-ST near S.K. Medical Group, Inc. 401 (K) Profit Sharing Plan
  • BOY ind #4515

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 Indiana →

Ellis Mechanical 401(k) Plan in the asset neighbourhood

Ellis Mechanical 401(k) Plan$7MS.K. Medical Group, Inc. 401 (K) Profit Sharing PlanS.K. Medical Group, Inc. 401…$7MM. W. Waldrop Company, Inc. 401(k) PlanM. W. Waldrop Company, Inc. …$7MBridge Group Hh, Inc. 401(k) PlanBridge Group Hh, Inc. 401(k)…$7MWhite's Boots, Inc. 401(k) Profit Sharing PlanWhite's Boots, Inc. 401(k) P…$7M
End-of-year total assets ($M) among Ellis Mechanical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ellis Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ellis Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.16718616723742% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.32M $7.28M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 26 $6M
2023 1 24 $7M
2024 1 22 $7M

Ellis Mechanical, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$945K
Employer EIN351937736
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Ellis Mechanical 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ellis Mechanical 401(k) Plan, Total assets ($B): 0.007266875 · Participants: 24Ellis Mechanical 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ellis Mechanical 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ellis Mechanical 401(k) Plan side-by-side with 3 peers →

Ellis Mechanical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is S.K. Medical Group, Inc. 401 (K) Profit Sharing Plan in CA ($7M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Mechanical 401(k) Plan assets move in 2023? ▼
Ellis Mechanical 401(k) Plan grew at a solid clip - up 15.0% during 2023, from $6M to $7M. Reported net income was $945K.
How have Ellis Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellis Mechanical, Inc.'s sponsor-wide assets grew 15.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Ellis Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is S.K. Medical Group, Inc. 401 (K) Profit Sharing Plan in CA ($7M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Ellis Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K 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 351937736.

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.