401(k) · DOL Form 5500 · 2023

Ellison Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
517
Participants Below avg headcount
89th
Percentile by assets National rank
$150,057
Avg per participant Above avg balance/head
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Official DOL plan name: Ellison Technologies Employees Retirement Savings Plan · Sponsored by Ellison Technologies, Inc. · California · Professional & Technical Services

$78M in assets, 517 participants

Ellison Technologies, Inc.'s Ellison Technologies Employees Retirement Savings Plan reported $78M in total assets and 517 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,433 in Professional & Technical Services (20,321 peers)

Where Ellison Technologies Employees Retirement Savings Plan sits by assets

Ellison Technologies Employees Retirement Savings Plan sits in the top quartile of all filed plans by assets, $78M for 517 participants (~$150,057/participant), up 18.3% in 2023.

#18,433
in Professional & Technical Services (20,321 peers)
+18.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ellison Technologies Employees Retirement Savings Plan's outsized position by total assets

Ellison Technologies Employees Retirement Savings Plan vs every filed plan by assets

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

$77,579,645 Top 11% higher than 89% 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

Ellison Technologies Employees Retirement Savings 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. Ellison Technologies Employees Retirement Savings Plan sits mid-pack in the medium band (517 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ellison Technologies Employees Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Ellison Technologies Employees Retirement Savings Plan reported participants rose from 365 in the plan year 2022 filing to 517 in the plan year 2023 filing.
  • Ellison Technologies Employees Retirement Savings Plan end-of-year assets rose from $66M in the plan year 2022 filing to $78M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953406732 · Ellison Technologies, Inc. PY 2023 · 401(k)

Ellison Technologies Employees Retirement Savings Plan · $78M · 517 · 89th

  • ASSETS $78M
  • ASSETS 517
  • ASSETS 89th
  • ASSETS 401(k)
  • ASSETS near Pinnacle Health System 401(k) Plan
  • ASSETS ind #18433

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 Professional & Technical Services retirement plans → · Plans in California →

Ellison Technologies Employees Retirement Savings Plan in the asset neighbourhood

Dental Associates 401(k) Plan$78MEllison Technologies Employees Retirement Savings PlanEllison Technologies Employe…$78MPinnacle Health System 401(k) PlanPinnacle Health System 401(k…$78MEhealth Insurance Services, Inc. 401(k) PlanEhealth Insurance Services, …$78MThe Profit Sharing Plan and Trust of West Coast Paper CompanyThe Profit Sharing Plan and …$78M
End-of-year total assets ($M) among Ellison Technologies Employees Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$78M
Net Income$12M
Employer EIN953406732
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellison Technologies, Inc.)

Sponsor-wide plan assets over time

All Ellison Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 28.712700095958617% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.6M $84.4M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 365 $66M
2023 1 517 $78M
2024 1 386 $84M

Nearby 401(k) Plans in California

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

Ellison Technologies Employees Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ellison Technologies Employees Retirement Savings Plan, Total assets ($B): 0.077579645 · Participants: 517Ellison Technologies Employees Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ellison Technologies Employees Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ellison Technologies Employees Retirement Savings Plan side-by-side with 3 peers →

Ellison Technologies Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pinnacle Health System 401(k) Plan in PA ($78M); by covered participants it is Iti, Inc. 401(k) Plan in NY (517 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (517 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 Ellison Technologies Employees Retirement Savings Plan assets move in 2023? ▼
Ellison Technologies Employees Retirement Savings Plan grew sharply - up 18.3% during 2023, from $66M to $78M. Reported net income was $12M.
How have Ellison Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellison Technologies, Inc.'s sponsor-wide assets grew 28.7%, from $66M to $84M.
Where does Ellison Technologies Employees Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Ellison Technologies Employees Retirement Savings Plan ranks in the 89th 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 Ellison Technologies Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinnacle Health System 401(k) Plan in PA ($78M, 1,031 participants).
Which 401(k) plans cover a similar participant headcount to Ellison Technologies Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iti, Inc. 401(k) Plan in NY (517 participants, $69M 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 953406732.

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.