401(k) · DOL Form 5500 · 2023

Endress+Hauser Inc. 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
929
Participants Near avg headcount
93rd
Percentile by assets National rank
$145,521
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan · Sponsored by Endress+Hauser Inc. · Indiana · Manufacturing

$135M in assets, 929 participants

Endress+Hauser Inc.'s Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan reported $135M in total assets and 929 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,724 in Manufacturing (18,722 peers)

Where Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan sits by assets

Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan sits in the top 10% of all filed plans by assets, $135M for 929 participants (~$145,521/participant), up 19.9% in 2023.

#16,724
in Manufacturing (18,722 peers)
+19.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan's outsized position by total assets

Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan vs every filed plan by assets

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

$135,188,876 Top 7% higher than 93% 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

Endress+Hauser Inc. Employees 401(k)/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. Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan sits mid-pack in the medium band (929 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan end-of-year assets rose from $113M in the plan year 2022 filing to $135M in the plan year 2023 filing.
  • Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan reported participants rose from 832 in the plan year 2022 filing to 929 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 351315726 · Endress+Hauser Inc. PY 2023 · 401(k)

Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan · $135M · 929 · 93rd

  • SCH $135M
  • EBSA 929
  • PART 93rd
  • TYPE 401(k)
  • NET near Hagerty Insurance Agency, LLC Employee' 401(k) Plan
  • BOOK ind #16724

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 Manufacturing retirement plans → · Plans in Indiana →

Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan in the asset neighbourhood

Deckers Outdoor Corporation 401(k) PlanDeckers Outdoor Corporation …$135MKubota Tractor 401(k) Plan$135MHagerty Insurance Agency, LLC Employee' 401(k) PlanHagerty Insurance Agency, LL…$135MEndress+Hauser Inc. Employees 401(k)/Retirement Savings PlanEndress+Hauser Inc. Employee…$135MIrving 401(k) Plan$135M
End-of-year total assets ($M) among Endress+Hauser Inc. Employees 401(k)/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)$113M
Net Assets (End of Year)$135M
Net Income$22M
Employer EIN351315726
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Endress+Hauser Inc.)

Sponsor-wide plan assets over time

All Endress+Hauser Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 41.392956015447595% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $113M $159M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 832 $113M
2023 1 929 $135M
2024 1 1,009 $159M

Nearby 401(k) Plans in Indiana

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

Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan, Total assets ($B): 0.135188876 · Participants: 929Endress+Hauser Inc. Employees 401(k)/Retirement Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan side-by-side with 3 peers →

Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Hagerty Insurance Agency, LLC Employee' 401(k) Plan in MI ($135M); by covered participants it is Nicolet National Bank 401(k) Plan in WI (929 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($135M here).

Similar participant headcount

Nearest other-state filings by covered participants (929 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 Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan assets move in 2023? ▼
Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan grew sharply - up 19.9% during 2023, from $113M to $135M. Reported net income was $22M.
How have Endress+Hauser Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Endress+Hauser Inc.'s sponsor-wide assets grew 41.4%, from $113M to $159M.
Where does Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hagerty Insurance Agency, LLC Employee' 401(k) Plan in MI ($135M, 1,678 participants).
Which 401(k) plans cover a similar participant headcount to Endress+Hauser Inc. Employees 401(k)/Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicolet National Bank 401(k) Plan in WI (929 participants, $105M 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 351315726.

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.