401(k) · DOL Form 5500 · 2023

Early Growth Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
44
Participants Small participant base
44th
Percentile by assets National rank
$111,545
Avg per participant Below avg balance/head
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Official DOL plan name: Early Growth Financial Services, Inc. Retirement Trust · Sponsored by Early Growth Financial Services, Inc. · California · Professional & Technical Services

$5M in assets, 44 participants

Early Growth Financial Services, Inc.'s Early Growth Financial Services, Inc. Retirement Trust reported $5M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,488 in Professional & Technical Services (20,321 peers)

Early Growth Financial Services, Inc. multi-year trail

Early Growth Financial Services, Inc.'s plans moved +30.2% in assets from 2022 to 2023; this filing shows Early Growth Financial Services, Inc. Retirement Trust at $5M / 44 participants.

#8,488
in Professional & Technical Services (20,321 peers)
+30.2%
assets growth YoY

Early Growth Financial Services, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Early Growth Financial Services, Inc. Retirement Trust vs every filed plan by assets

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

$4,907,978 44th percentile higher than 44% 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

Early Growth Financial Services, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Early Growth Financial Services, Inc. Retirement Trust is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Early Growth Financial Services, Inc. Retirement Trust reported net income rose from -$601K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Early Growth Financial Services, Inc. Retirement Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Early Growth Financial Services, Inc. Retirement Trust reported participants fell from 60 in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 254150644 · Early Growth Financial Services, Inc. PY 2023 · 401(k)

Early Growth Financial Services, Inc. Retirement Trust · $5M · 44 · 44th

  • NET $5M
  • BOOK 44
  • VS-ST 44th
  • BOY 401(k)
  • SCH near Northwest Hardware Co. , Inc. Retirement Plan
  • EBSA ind #8488

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 →

Early Growth Financial Services, Inc. Retirement Trust in the asset neighbourhood

Early Growth Financial Services, Inc. Retirement TrustEarly Growth Financial Servi…$5MNorthwest Hardware Co. , Inc. Retirement PlanNorthwest Hardware Co. , Inc…$5MRichard Gray Gallery 401(k) Profit Sharing Plan and TrustRichard Gray Gallery 401(k) …$5MPrinceton Holdings 401(k) PlanPrinceton Holdings 401(k) Pl…$5MS.C.C. 401(k) Plan and Trust$5M
End-of-year total assets ($M) among Early Growth Financial Services, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Early Growth Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Early Growth Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 30.223434486015776% vs 2022
2023 filing year
$3.5M$4M$4.5M$5M$5.5M 20222023 $3.77M $4.91M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 60 $4M
2023 1 44 $5M

Early Growth Financial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN254150644
Plan Effective Date2012-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Early Growth Financial Services, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Early Growth Financial Services, Inc. Retirement Trust, Total assets ($B): 0.004907978 · Participants: 44Early Growth Financial Services, Inc. Retirement TrustWells 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
Early Growth Financial Services, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Early Growth Financial Services, Inc. Retirement Trust side-by-side with 3 peers →

Early Growth Financial Services, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Northwest Hardware Co. , Inc. Retirement Plan in VA ($5M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Early Growth Financial Services, Inc. Retirement Trust assets move in 2023? ▼
Early Growth Financial Services, Inc. Retirement Trust surged - up 30.2% during 2023, from $4M to $5M. Reported net income was $1M.
How have Early Growth Financial Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Early Growth Financial Services, Inc.'s sponsor-wide assets grew 30.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Early Growth Financial Services, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Hardware Co. , Inc. Retirement Plan in VA ($5M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Early Growth Financial Services, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants, $1M 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 254150644.

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.