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
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
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.
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
California filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $9M |
| Employer EIN | 271655394 |
| Plan Effective Date | 2006-08-01 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
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).
- Betterup, Inc. Retirement Plan (TX) $27M · 694
- Strategic Value Partners 401(k) Profit Sharing Plan (CT) $27M · 130
- Dakota Specialty Enterprises Retirement Plan (ND) $27M · 151
- Technical Services Retirement Plan (MI) $27M · 5,665
Similar participant headcount
Nearest other-state filings by covered participants (2,210 participants); asset peers above are excluded.
- Belmont Village, L.P. 401(k) Savings Plan (TX) 2,209 · 1 off
- Gmg Employees Savings Plan (MI) 2,209 · 1 off
- World Kinect Corporation 401(k) Profit Sharing Plan (FL) 2,208 · 2 off
- Solaris Foundation 401(k) Retirement Plan (FL) 2,208 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.