401(k) · DOL Form 5500 · 2023

Etna Shared Services, LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
492
Participants Below avg headcount
81st
Percentile by assets National rank
$70,132
Avg per participant Below avg balance/head
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Official DOL plan name: Etna Shared Services 401(k) & Profit Sharing Plan · Sponsored by Etna Shared Services, LLC · Michigan · Wholesale Trade

$35M in assets, 492 participants

Etna Shared Services, LLC's Etna Shared Services 401(k) & Profit Sharing Plan reported $35M in total assets and 492 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,113 in Wholesale Trade (6,309 peers)

Where Etna Shared Services 401(k) & Profit Sharing Plan sits by assets

Etna Shared Services 401(k) & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $35M for 492 participants (~$70,132/participant), up 20.5% in 2023.

#5,113
in Wholesale Trade (6,309 peers)
+20.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Etna Shared Services 401(k) & Profit Sharing Plan's outsized position by total assets

Etna Shared Services 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$34,504,761 Top 19% higher than 81% 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

Etna Shared Services 401(k) & Profit Sharing 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. Etna Shared Services 401(k) & Profit Sharing Plan sits mid-pack in the medium band (492 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Etna Shared Services 401(k) & Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Etna Shared Services 401(k) & Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Etna Shared Services 401(k) & Profit Sharing Plan reported participants rose from 444 in the plan year 2022 filing to 492 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201951356 · Etna Shared Services, LLC PY 2023 · 401(k)

Etna Shared Services 401(k) & Profit Sharing Plan · $35M · 492 · 81st

  • NET $35M
  • NET 492
  • NET 81st
  • NET 401(k)
  • NET near Incentive Savings Plan and Trust for Employees of the Kws Seeds Group
  • NET ind #5113

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 Michigan →

Etna Shared Services 401(k) & Profit Sharing Plan in the asset neighbourhood

National Retail Systems, Inc. 401(k) PlanNational Retail Systems, Inc…$35MIspot.Tv, Inc. 401(k) Plan$35MEtna Shared Services 401(k) & Profit Sharing PlanEtna Shared Services 401(k) …$35MIncentive Savings Plan and Trust for Employees of the Kws Seeds GroupIncentive Savings Plan and T…$35MNational Underground Group 401(k) Savings PlanNational Underground Group 4…$35M
End-of-year total assets ($M) among Etna Shared Services 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN201951356
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Etna Shared Services, LLC)

Sponsor-wide plan assets over time

All Etna Shared Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 45.16718699319765% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.6M $41.6M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 444 $29M
2023 1 492 $35M
2024 1 518 $42M

Nearby 401(k) Plans in Michigan

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

Etna Shared Services 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Etna Shared Services 401(k) & Profit Sharing Plan, Total assets ($B): 0.034504761 · Participants: 492Etna Shared Services 401(k) & Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Etna Shared Services 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Etna Shared Services 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Etna Shared Services 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Incentive Savings Plan and Trust for Employees of the Kws Seeds Group in MN ($35M); by covered participants it is Trevipay 401(k) Plan in KS (492 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (492 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 Etna Shared Services 401(k) & Profit Sharing Plan assets move in 2023? ▼
Etna Shared Services 401(k) & Profit Sharing Plan grew sharply - up 20.5% during 2023, from $29M to $35M. Reported net income was $6M.
How have Etna Shared Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Etna Shared Services, LLC's sponsor-wide assets grew 45.2%, from $29M to $42M.
Where does Etna Shared Services 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Etna Shared Services 401(k) & Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Etna Shared Services 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Incentive Savings Plan and Trust for Employees of the Kws Seeds Group in MN ($35M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Etna Shared Services 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trevipay 401(k) Plan in KS (492 participants, $23M 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 201951356.

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.