401(k) · DOL Form 5500 · 2023

Ers Investments, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
391
Participants Below avg headcount
64th
Percentile by assets National rank
$32,471
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Elite Roofing Supply 401(k) Plan · Sponsored by Ers Investments, LLC · Arizona · Retail Trade

$13M in assets, 391 participants

Ers Investments, LLC's Elite Roofing Supply 401(k) Plan reported $13M in total assets and 391 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,263 in Retail Trade (8,414 peers)

2023 asset change

Elite Roofing Supply 401(k) Plan surged 37.7% in 2023 ($9M → $13M) for 391 participants.

#6,263
in Retail Trade (8,414 peers)
+37.7%
assets growth YoY

Elite Roofing Supply 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Elite Roofing Supply 401(k) Plan vs every filed plan by assets

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

$12,696,233 Top 36% higher than 64% 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

Elite Roofing Supply 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. Elite Roofing Supply 401(k) Plan sits mid-pack in the medium band (391 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elite Roofing Supply 401(k) Plan reported net income rose from $605K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Elite Roofing Supply 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Elite Roofing Supply 401(k) Plan reported participants rose from 364 in the plan year 2022 filing to 391 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461210293 · Ers Investments, LLC PY 2023 · 401(k)

Elite Roofing Supply 401(k) Plan · $13M · 391 · 64th

  • EIN $13M
  • EIN 391
  • EIN 64th
  • EIN 401(k)
  • EIN near Nickle Electrical Companies 401(k) Plan
  • EIN ind #6263

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 Retail Trade retirement plans → · Plans in Arizona →

Elite Roofing Supply 401(k) Plan in the asset neighbourhood

Elite Roofing Supply 401(k) PlanElite Roofing Supply 401(k) …$13MNickle Electrical Companies 401(k) PlanNickle Electrical Companies …$13MUnited Producers, Inc. Savings PlanUnited Producers, Inc. Savin…$13MEst, Inc. 401(k) Plan$13MThe Superior Group 401(k) and Profit Sharing PlanThe Superior Group 401(k) an…$13M
End-of-year total assets ($M) among Elite Roofing Supply 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ers Investments, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Ers Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $9.22M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 364 $9M
2023 1 391 $13M
2024 1 428 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN461210293
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Elite Roofing Supply 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Elite Roofing Supply 401(k) Plan, Total assets ($B): 0.012696233 · Participants: 391Elite Roofing Supply 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Elite Roofing Supply 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Elite Roofing Supply 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Nickle Electrical Companies 401(k) Plan in DE ($13M); by covered participants it is The Bmw Management, Inc. Employee 401(k) Plan in CA (391 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (391 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 Elite Roofing Supply 401(k) Plan assets move in 2023? ▼
Elite Roofing Supply 401(k) Plan surged - up 37.7% during 2023, from $9M to $13M. Reported net income was $3M.
Which 401(k) plans are similar in size to Elite Roofing Supply 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nickle Electrical Companies 401(k) Plan in DE ($13M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Elite Roofing Supply 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bmw Management, Inc. Employee 401(k) Plan in CA (391 participants, $343K 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 461210293.

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.