401(k) · DOL Form 5500 · 2023

Ekman & Co Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
75
Participants Small participant base
74th
Percentile by assets National rank
$291,755
Avg per participant High balance/head
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Official DOL plan name: Ekman & Co., Inc. Employees Retirement Plan · Sponsored by Ekman & Co Inc. · Florida · Wholesale Trade

$22M in assets, 75 participants

Ekman & Co Inc.'s Ekman & Co., Inc. Employees Retirement Plan reported $22M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,519 in Wholesale Trade (6,309 peers)

Ekman & Co Inc. multi-year trail

Ekman & Co Inc.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Ekman & Co., Inc. Employees Retirement Plan at $22M / 75 participants.

#4,519
in Wholesale Trade (6,309 peers)
+9.3%
assets growth YoY

Ekman & Co., Inc. Employees Retirement Plan's outsized position by total assets

Ekman & Co., Inc. Employees Retirement Plan vs every filed plan by assets

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

$21,881,643 Top 26% higher than 74% 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

Ekman & Co., Inc. Employees 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. Ekman & Co., Inc. Employees Retirement Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ekman & Co., Inc. Employees Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ekman & Co., Inc. Employees Retirement Plan reported participants rose from 67 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Ekman & Co., Inc. Employees Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133250392 · Ekman & Co Inc. PY 2023 · 401(k)

Ekman & Co., Inc. Employees Retirement Plan · $22M · 75 · 74th

  • 5500 $22M
  • 5500 75
  • 5500 74th
  • 5500 401(k)
  • 5500 near Rockford Corporation 401(k) Retirement Savings Plan
  • 5500 ind #4519

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 Florida →

Ekman & Co., Inc. Employees Retirement Plan in the asset neighbourhood

Ekman & Co., Inc. Employees Retirement PlanEkman & Co., Inc. Employees …$22MRockford Corporation 401(k) Retirement Savings PlanRockford Corporation 401(k) …$22MLubbock Heart Hospital, LP 401(k) PlanLubbock Heart Hospital, LP 4…$22MPivot Bio 401(k) P/S Plan$22MDubois & King, Inc. Profit Sharing 401(k) PlanDubois & King, Inc. Profit S…$22M
End-of-year total assets ($M) among Ekman & Co., Inc. Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ekman & Co Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ekman & Co Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 34.72833045232411% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20M $27M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 67 $20M
2023 1 75 $22M
2024 1 77 $27M

Ekman & Co Inc. filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN133250392
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Ekman & Co., Inc. Employees Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ekman & Co., Inc. Employees Retirement Plan, Total assets ($B): 0.021881643 · Participants: 75Ekman & Co., Inc. Employees Retirement 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
Ekman & Co., Inc. Employees Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ekman & Co., Inc. Employees Retirement Plan side-by-side with 3 peers →

Ekman & Co., Inc. Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rockford Corporation 401(k) Retirement Savings Plan in AZ ($22M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Ekman & Co., Inc. Employees Retirement Plan assets move in 2023? ▼
Ekman & Co., Inc. Employees Retirement Plan grew at a solid clip - up 9.3% during 2023, from $20M to $22M. Reported net income was $2M.
How have Ekman & Co Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ekman & Co Inc.'s sponsor-wide assets grew 34.7%, from $20M to $27M.
Which 401(k) plans are similar in size to Ekman & Co., Inc. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rockford Corporation 401(k) Retirement Savings Plan in AZ ($22M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Ekman & Co., Inc. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 133250392.

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.