401(k) · DOL Form 5500 · 2023

ETIC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
106
Participants Small participant base
67th
Percentile by assets National rank
$137,738
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Etic 401(k) Plan · Sponsored by ETIC · California · Professional & Technical Services

$15M in assets, 106 participants

ETIC's Etic 401(k) Plan reported $15M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,401 in Professional & Technical Services (20,321 peers)

Coverage in California

Etic 401(k) Plan covers 106 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $15M.

#13,401
in Professional & Technical Services (20,321 peers)
+23.0%
assets growth YoY

Etic 401(k) Plan's outsized position by total assets

Etic 401(k) Plan vs every filed plan by assets

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

$14,600,230 Top 33% higher than 67% 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

Etic 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. Etic 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Etic 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Etic 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Etic 401(k) Plan reported participants rose from 96 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 770274570 · ETIC PY 2023 · 401(k)

Etic 401(k) Plan · $15M · 106 · 67th

  • TYPE $15M
  • NET 106
  • BOOK 67th
  • VS-ST 401(k)
  • BOY near Halloran Retirement Plan
  • SCH ind #13401

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 →

Etic 401(k) Plan in the asset neighbourhood

Etic 401(k) Plan$15MHalloran Retirement Plan$15MDuncaster, Inc. 401(k) Retirement PlanDuncaster, Inc. 401(k) Retir…$15MMotivate, LLC 401(k) Plan$15MSoutheast Capital Corporation Savings and Employee Stock Ownership PlanSoutheast Capital Corporatio…$15M
End-of-year total assets ($M) among Etic 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN770274570
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ETIC)

Sponsor-wide plan assets over time

All ETIC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.32081056401077% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $17.4M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 96 $12M
2023 1 106 $15M
2024 1 99 $17M

Nearby 401(k) Plans in California

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

Etic 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Etic 401(k) Plan, Total assets ($B): 0.01460023 · Participants: 106Etic 401(k) 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
Etic 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Etic 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Halloran Retirement Plan in MA ($15M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Etic 401(k) Plan assets move in 2023? ▼
Etic 401(k) Plan grew sharply - up 23.0% during 2023, from $12M to $15M. Reported net income was $3M.
How have ETIC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ETIC's sponsor-wide assets grew 46.3%, from $12M to $17M.
Which 401(k) plans are similar in size to Etic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Halloran Retirement Plan in MA ($15M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Etic 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A 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 770274570.

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.