401(k) · DOL Form 5500 · 2023

Er Shell Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
33rd
Percentile by assets National rank
$237,347
Avg per participant Above avg balance/head
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Official DOL plan name: Er Shell Company 401(k) Retirement Plan and Trust · Sponsored by Er Shell Company · Alabama · Management of Enterprises

$2M in assets, 10 participants

Er Shell Company's Er Shell Company 401(k) Retirement Plan and Trust reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #216 in Management of Enterprises (1,137 peers)

Er Shell Company multi-year trail

Er Shell Company's plans moved +48.3% in assets from 2022 to 2024; this filing shows Er Shell Company 401(k) Retirement Plan and Trust at $2M / 10 participants.

#216
in Management of Enterprises (1,137 peers)
+24.4%
assets growth YoY

Er Shell Company 401(k) Retirement Plan and Trust among the smaller filed plans by assets

Er Shell Company 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$2,373,469 33rd percentile higher than 33% 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

Er Shell Company 401(k) Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Er Shell Company 401(k) Retirement Plan and Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Er Shell Company 401(k) Retirement Plan and Trust reported net income rose from $68K in the plan year 2022 filing to $465K in the plan year 2023 filing.
  • Er Shell Company 401(k) Retirement Plan and Trust reported participants rose from 7 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Er Shell Company 401(k) Retirement Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205406704 · Er Shell Company PY 2023 · 401(k)

Er Shell Company 401(k) Retirement Plan and Trust · $2M · 10 · 33rd

  • TYPE $2M
  • NET 10
  • BOOK 33rd
  • VS-ST 401(k)
  • BOY near Jersey College Retirement Plan
  • SCH ind #216

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 Management of Enterprises retirement plans → · Plans in Alabama →

Er Shell Company 401(k) Retirement Plan and Trust in the asset neighbourhood

Er Shell Company 401(k) Retirement Plan and TrustEr Shell Company 401(k) Reti…$2MJersey College Retirement PlanJersey College Retirement Pl…$2MTurner, Vedrenne & Howard 401(k) Profit Sharing PlanTurner, Vedrenne & Howard 40…$2MDmc Retirement Plan$2MThomson & Thomson, Inc. Safe Harbor 401(k) PlanThomson & Thomson, Inc. Safe…$2M
End-of-year total assets ($M) among Er Shell Company 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Er Shell Company multi-year asset trail

Sponsor-wide plan assets over time

All Er Shell Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 48.27648906073724% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.91M $2.83M ▲ +48.2%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 10 $2M
2024 1 15 $3M

Er Shell Company filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$465K
Employer EIN205406704
Plan Effective Date2006-08-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Er Shell Company 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Er Shell Company 401(k) Retirement Plan and Trust, Total assets ($B): 0.002373469 · Participants: 10Er Shell Company 401(k) Retirement Plan and TrustRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Er Shell Company 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Er Shell Company 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Er Shell Company 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Jersey College Retirement Plan in NJ ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Er Shell Company 401(k) Retirement Plan and Trust assets move in 2023? ▼
Er Shell Company 401(k) Retirement Plan and Trust grew sharply - up 24.4% during 2023, from $2M to $2M. Reported net income was $465K.
How have Er Shell Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Er Shell Company's sponsor-wide assets grew 48.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Er Shell Company 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jersey College Retirement Plan in NJ ($2M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Er Shell Company 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 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 205406704.

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.