401(k) · DOL Form 5500 · 2023

Echo Group, Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
624
Participants Below avg headcount
86th
Percentile by assets National rank
$87,971
Avg per participant Below avg balance/head
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Official DOL plan name: Echo Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Echo Group, Inc. · Iowa · Wholesale Trade

$55M in assets, 624 participants

Echo Group, Inc.'s Echo Group, Inc. 401(k) Profit Sharing Plan reported $55M in total assets and 624 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,545 in Wholesale Trade (6,309 peers)

Where Echo Group, Inc. 401(k) Profit Sharing Plan sits by assets

Echo Group, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $55M for 624 participants (~$87,971/participant), up 25.1% in 2023.

#5,545
in Wholesale Trade (6,309 peers)
+25.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Echo Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Echo Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$54,894,025 Top 14% higher than 86% 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

Echo Group, Inc. 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. Echo Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (624 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Echo Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Echo Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $44M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Echo Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 598 in the plan year 2022 filing to 624 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420669352 · Echo Group, Inc. PY 2023 · 401(k)

Echo Group, Inc. 401(k) Profit Sharing Plan · $55M · 624 · 86th

  • EOY $55M
  • 5500 624
  • ASSETS 86th
  • PCT 401(k)
  • EIN near 401(k) Plan for Employees of Jri
  • RANK ind #5545

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 Iowa →

Echo Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Adaptive Biotechnologies Corporation 401(k) PlanAdaptive Biotechnologies Cor…$55M401(k) Plan for Employees of Jri401(k) Plan for Employees of…$55MEcho Group, Inc. 401(k) Profit Sharing PlanEcho Group, Inc. 401(k) Prof…$55MScientific Components 401(k) PlanScientific Components 401(k)…$55MDonaghy Sales, Inc. 401(k) Profit Sharing PlanDonaghy Sales, Inc. 401(k) P…$55M
End-of-year total assets ($M) among Echo Group, Inc. 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)$44M
Net Assets (End of Year)$55M
Net Income$11M
Employer EIN420669352
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Echo Group, Inc.)

Sponsor-wide plan assets over time

All Echo Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 42.279111056014926% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.9M $62.4M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 598 $44M
2023 1 624 $55M
2024 1 647 $62M

Nearby 401(k) Plans in Iowa

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

Echo Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Echo Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.054894025 · Participants: 624Echo Group, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Echo Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Echo Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Echo Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is 401(k) Plan for Employees of Jri in MA ($55M); by covered participants it is Radius Aerospace, Inc. 401(k) Plan in AR (624 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (624 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 Echo Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Echo Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 25.1% during 2023, from $44M to $55M. Reported net income was $11M.
How have Echo Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Echo Group, Inc.'s sponsor-wide assets grew 42.3%, from $44M to $62M.
Where does Echo Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Echo Group, Inc. 401(k) Profit Sharing Plan ranks in the 86th 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 Echo Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Employees of Jri in MA ($55M, 2,882 participants).
Which 401(k) plans cover a similar participant headcount to Echo Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Radius Aerospace, Inc. 401(k) Plan in AR (624 participants, $28M 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 420669352.

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.