401(k) · DOL Form 5500 · 2023

Englefield, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
652
Participants Below avg headcount
66th
Percentile by assets National rank
$21,778
Avg per participant Low balance/head
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Official DOL plan name: Englefield, Inc. Savings and Retirement 401(k) Plan · Sponsored by Englefield, Inc. · Ohio · Retail Trade

$14M in assets, 652 participants

Englefield, Inc.'s Englefield, Inc. Savings and Retirement 401(k) Plan reported $14M in total assets and 652 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,459 in Retail Trade (8,414 peers)

Englefield, Inc. multi-year trail

Englefield, Inc.'s plans moved +20.5% in assets from 2022 to 2024; this filing shows Englefield, Inc. Savings and Retirement 401(k) Plan at $14M / 652 participants.

#6,459
in Retail Trade (8,414 peers)
+7.1%
assets growth YoY

Englefield, Inc. Savings and Retirement 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Englefield, Inc. Savings and Retirement 401(k) Plan vs every filed plan by assets

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

$14,199,443 Top 34% higher than 66% 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

Englefield, Inc. Savings and Retirement 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Englefield, Inc. Savings and Retirement 401(k) Plan sits mid-pack in the medium band (652 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Englefield, Inc. Savings and Retirement 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $935K in the plan year 2023 filing.
  • Englefield, Inc. Savings and Retirement 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Englefield, Inc. Savings and Retirement 401(k) Plan reported participants fell from 665 in the plan year 2022 filing to 652 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311248972 · Englefield, Inc. PY 2023 · 401(k)

Englefield, Inc. Savings and Retirement 401(k) Plan · $14M · 652 · 66th

  • EIN $14M
  • RANK 652
  • PHOTO 66th
  • IND 401(k)
  • EOY near Harlem Children's Zone, Inc. Profit Sharing Plan
  • 5500 ind #6459

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 Retail Trade retirement plans → · Plans in Ohio →

Englefield, Inc. Savings and Retirement 401(k) Plan in the asset neighbourhood

Englefield, Inc. Savings and Retirement 401(k) PlanEnglefield, Inc. Savings and…$14MHarlem Children's Zone, Inc. Profit Sharing PlanHarlem Children's Zone, Inc.…$14MLive Learning Technologies Sr 401(k) PlanLive Learning Technologies S…$14MUtah Valley Emergency Physicians, Inc. Profit Sharing PlanUtah Valley Emergency Physic…$14MWest Pac-Stone Employee Retirement PlanWest Pac-Stone Employee Reti…$14M
End-of-year total assets ($M) among Englefield, Inc. Savings and Retirement 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Englefield, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Englefield, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 20.490958651621828% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.3M $16M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 665 $13M
2023 1 652 $14M
2024 1 692 $16M

Englefield, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$935K
Employer EIN311248972
Plan Effective Date1995-01-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Englefield, Inc. Savings and Retirement 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Englefield, Inc. Savings and Retirement 401(k) Plan, Total assets ($B): 0.014199443 · Participants: 652Englefield, Inc. Savings and Retirement 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Englefield, Inc. Savings and Retirement 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Englefield, Inc. Savings and Retirement 401(k) Plan side-by-side with 3 peers →

Englefield, Inc. Savings and Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Harlem Children's Zone, Inc. Profit Sharing Plan in NY ($14M); by covered participants it is USA Compression 401(k) Plan in TX (652 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (652 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 Englefield, Inc. Savings and Retirement 401(k) Plan assets move in 2023? ▼
Englefield, Inc. Savings and Retirement 401(k) Plan grew at a solid clip - up 7.1% during 2023, from $13M to $14M. Reported net income was $935K.
How have Englefield, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Englefield, Inc.'s sponsor-wide assets grew 20.5%, from $13M to $16M.
Which 401(k) plans are similar in size to Englefield, Inc. Savings and Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harlem Children's Zone, Inc. Profit Sharing Plan in NY ($14M, 970 participants).
Which 401(k) plans cover a similar participant headcount to Englefield, Inc. Savings and Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is USA Compression 401(k) Plan in TX (652 participants, $61M 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 311248972.

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.