401(k) · DOL Form 5500 · 2023

Amerit Fleet Solutions 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
2,210
Participants Above avg headcount
78th
Percentile by assets National rank
$12,397
Avg per participant Low balance/head
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Official DOL plan name: Amerit Fleet Solutions 401(k) Plan · Sponsored by Amerit Fleet Solutions · California · Other Services

$27M in assets, 2,210 participants

Amerit Fleet Solutions's Amerit Fleet Solutions 401(k) Plan reported $27M in total assets and 2,210 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,978 in Other Services (7,857 peers)

Coverage in California

Amerit Fleet Solutions 401(k) Plan covers 2,210 participants in California, 3.5x the typical California plan (state average ~630 per filing). Assets: $27M.

#6,978
in Other Services (7,857 peers)
+50.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Amerit Fleet Solutions 401(k) Plan's outsized position by total assets

Amerit Fleet Solutions 401(k) Plan vs every filed plan by assets

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

$27,397,747 Top 22% higher than 78% 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

Amerit Fleet Solutions 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amerit Fleet Solutions 401(k) Plan lands in the large band (2,210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amerit Fleet Solutions 401(k) Plan reported net income rose from -$364K in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Amerit Fleet Solutions 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Amerit Fleet Solutions 401(k) Plan reported participants rose from 1,892 in the plan year 2022 filing to 2,210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271655394 · Amerit Fleet Solutions PY 2023 · 401(k)

Amerit Fleet Solutions 401(k) Plan · $27M · 2,210 · 78th

  • EOY $27M
  • EOY 2,210
  • EOY 78th
  • EOY 401(k)
  • EOY near Betterup, Inc. Retirement Plan
  • EOY ind #6978

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 Other Services retirement plans → · Plans in California →

Amerit Fleet Solutions 401(k) Plan in the asset neighbourhood

Amerit Fleet Solutions 401(k) PlanAmerit Fleet Solutions 401(k…$27MBetterup, Inc. Retirement PlanBetterup, Inc. Retirement Pl…$27MStrategic Value Partners 401(k) Profit Sharing PlanStrategic Value Partners 401…$27MDakota Specialty Enterprises Retirement PlanDakota Specialty Enterprises…$27MTechnical Services Retirement PlanTechnical Services Retiremen…$27M
End-of-year total assets ($M) among Amerit Fleet Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$27M
Net Income$9M
Employer EIN271655394
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amerit Fleet Solutions)

Sponsor-wide plan assets over time

All Amerit Fleet Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$37M 102.44345333417245% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $18.2M $36.8M ▲ +102.5%
Year Plans Participants Total Assets
2022 1 1,892 $18M
2023 1 2,210 $27M
2024 1 2,834 $37M

Nearby 401(k) Plans in California

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

Amerit Fleet Solutions 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Amerit Fleet Solutions 401(k) Plan, Total assets ($B): 0.027397747 · Participants: 2210Amerit Fleet Solutions 401(k) PlanWells 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
Amerit Fleet Solutions 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Amerit Fleet Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Betterup, Inc. Retirement Plan in TX ($27M); by covered participants it is Belmont Village, L.P. 401(k) Savings Plan in TX (2,209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,210 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 Amerit Fleet Solutions 401(k) Plan assets move in 2023?
Amerit Fleet Solutions 401(k) Plan surged - up 50.9% during 2023, from $18M to $27M. Reported net income was $9M.
How have Amerit Fleet Solutions plan assets changed over time?
Across 3 plan years on file (2022-2024), Amerit Fleet Solutions's sponsor-wide assets grew 102.4%, from $18M to $37M.
Where does Amerit Fleet Solutions 401(k) Plan rank by assets among Form 5500 filers?
Amerit Fleet Solutions 401(k) Plan ranks in the 78th 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 Amerit Fleet Solutions 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Betterup, Inc. Retirement Plan in TX ($27M, 694 participants).
Which 401(k) plans cover a similar participant headcount to Amerit Fleet Solutions 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Belmont Village, L.P. 401(k) Savings Plan in TX (2,209 participants, $52M in assets).