401(k) · DOL Form 5500 · 2023

Eagle Rock Distributing Company 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
722
Participants Near avg headcount
86th
Percentile by assets National rank
$73,103
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eagle Rock Distributing Company 401(k) Profit Sharing Plan · Sponsored by Eagle Rock Distributing Company · Georgia · Wholesale Trade

$53M in assets, 722 participants

Eagle Rock Distributing Company's Eagle Rock Distributing Company 401(k) Profit Sharing Plan reported $53M in total assets and 722 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.

  • #5,519 in Wholesale Trade (6,309 peers)

Where Eagle Rock Distributing Company 401(k) Profit Sharing Plan sits by assets

Eagle Rock Distributing Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $53M for 722 participants (~$73,103/participant), up 20.3% in 2023.

#5,519
in Wholesale Trade (6,309 peers)
+20.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Eagle Rock Distributing Company 401(k) Profit Sharing Plan's outsized position by total assets

Eagle Rock Distributing Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$52,780,606 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

Eagle Rock Distributing Company 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. Eagle Rock Distributing Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (722 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eagle Rock Distributing Company 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Eagle Rock Distributing Company 401(k) Profit Sharing Plan end-of-year assets rose from $44M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Eagle Rock Distributing Company 401(k) Profit Sharing Plan reported participants rose from 701 in the plan year 2022 filing to 722 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582532427 · Eagle Rock Distributing Company PY 2023 · 401(k)

Eagle Rock Distributing Company 401(k) Profit Sharing Plan · $53M · 722 · 86th

  • PART $53M
  • TYPE 722
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan
  • BOY ind #5519

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 Georgia →

Eagle Rock Distributing Company 401(k) Profit Sharing Plan in the asset neighbourhood

Bernards Bros. Inc. 401(k) Profit Sharing PlanBernards Bros. Inc. 401(k) P…$53MEagle Rock Distributing Company 401(k) Profit Sharing PlanEagle Rock Distributing Comp…$53MJefferson Homebuilders, Inc. Employees' Profit Sharing PlanJefferson Homebuilders, Inc.…$53MArgo Data Resource Corporation 401(k) PlanArgo Data Resource Corporati…$53MFund Evaluation Group, LLC 401(k) Profit Sharing PlanFund Evaluation Group, LLC 4…$53M
End-of-year total assets ($M) among Eagle Rock Distributing Company 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)$53M
Net Income$9M
Employer EIN582532427
Plan Effective Date2000-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eagle Rock Distributing Company)

Sponsor-wide plan assets over time

All Eagle Rock Distributing Company plans reported in each filing year

Latest sponsor-wide plan assets
$59M 34.63206215210627% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $43.9M $59.1M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 701 $44M
2023 1 722 $53M
2024 1 791 $59M

Nearby 401(k) Plans in Georgia

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

Eagle Rock Distributing Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Eagle Rock Distributing Company 401(k) Profit Sharing Plan, Total assets ($B): 0.052780606 · Participants: 722Eagle Rock Distributing Company 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Eagle Rock Distributing Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Eagle Rock Distributing Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Eagle Rock Distributing Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan in VA ($53M); by covered participants it is Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan in MI (722 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (722 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 Eagle Rock Distributing Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Eagle Rock Distributing Company 401(k) Profit Sharing Plan grew sharply - up 20.3% during 2023, from $44M to $53M. Reported net income was $9M.
How have Eagle Rock Distributing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eagle Rock Distributing Company's sponsor-wide assets grew 34.6%, from $44M to $59M.
Where does Eagle Rock Distributing Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Eagle Rock Distributing Company 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 Eagle Rock Distributing Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jefferson Homebuilders, Inc. Employees' Profit Sharing Plan in VA ($53M, 465 participants).
Which 401(k) plans cover a similar participant headcount to Eagle Rock Distributing Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coldwater Veneer, Inc. 401(k) Plan Profit Sharing Plan in MI (722 participants, $8M 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 582532427.

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.