401(k) · DOL Form 5500 · 2023

ERISA Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
5,372
Participants Above avg headcount
83rd
Percentile by assets National rank
$7,676
Avg per participant Low balance/head
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Official DOL plan name: ERISA Partners, Inc. Pooled Employer Plan · Sponsored by ERISA Partners, Inc. · Tennessee · Professional & Technical Services

$41M in assets, 5,372 participants

ERISA Partners, Inc.'s ERISA Partners, Inc. Pooled Employer Plan reported $41M in total assets and 5,372 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,117 in Professional & Technical Services (20,321 peers)

Coverage in Tennessee

ERISA Partners, Inc. Pooled Employer Plan covers 5,372 participants in Tennessee, 4.8x the typical Tennessee plan (state average ~1,126 per filing). Assets: $41M.

#17,117
in Professional & Technical Services (20,321 peers)
+281.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

ERISA Partners, Inc. Pooled Employer Plan's outsized position by total assets

ERISA Partners, Inc. Pooled Employer Plan vs every filed plan by assets

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

$41,236,506 Top 17% higher than 83% 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

ERISA Partners, Inc. Pooled Employer 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. ERISA Partners, Inc. Pooled Employer Plan lands in the large band (5,372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • ERISA Partners, Inc. Pooled Employer Plan reported net income rose from $1M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • ERISA Partners, Inc. Pooled Employer Plan reported participants rose from N/A in the plan year 2022 filing to 5,372 in the plan year 2023 filing.
  • ERISA Partners, Inc. Pooled Employer Plan end-of-year assets rose from $11M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640815705 · ERISA Partners, Inc. PY 2023 · 401(k)

ERISA Partners, Inc. Pooled Employer Plan · $41M · 5,372 · 83rd

  • PART $41M
  • TYPE 5,372
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Click Bond, Inc. 401(k) Plan
  • BOY ind #17117

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 Tennessee →

ERISA Partners, Inc. Pooled Employer Plan in the asset neighbourhood

ERISA Partners, Inc. Pooled Employer PlanERISA Partners, Inc. Pooled …$41MClick Bond, Inc. 401(k) Plan$41MOtak Inc. 401(k) Employee Savings PlanOtak Inc. 401(k) Employee Sa…$41MSbera 401(k) Plan as Adopted by Country Bank for SavingsSbera 401(k) Plan as Adopted…$41MGroup O 401(k) Retirement PlanGroup O 401(k) Retirement Pl…$41M
End-of-year total assets ($M) among ERISA Partners, Inc. Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$41M
Net Income$10M
Employer EIN640815705
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ERISA Partners, Inc.)

Sponsor-wide plan assets over time

All ERISA Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 647.0342603093306% vs 2022
2024 filing year
$0M$50M$100M 202220232024 $10.8M $80.7M ▲ +647.2%
Year Plans Participants Total Assets
2022 1 N/A $11M
2023 1 5,372 $41M
2024 1 7,404 $81M

Nearby 401(k) Plans in Tennessee

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

ERISA Partners, Inc. Pooled Employer Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants ERISA Partners, Inc. Pooled Employer Plan, Total assets ($B): 0.041236506 · Participants: 5372ERISA Partners, Inc. Pooled Employer PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
ERISA Partners, Inc. Pooled Employer Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare ERISA Partners, Inc. Pooled Employer Plan side-by-side with 3 peers →

ERISA Partners, Inc. Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Click Bond, Inc. 401(k) Plan in NV ($41M); by covered participants it is Gypsum Management and Supply, Inc. 401(k) Savings Plan in GA (5,372 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,372 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 ERISA Partners, Inc. Pooled Employer Plan assets move in 2023? ▼
ERISA Partners, Inc. Pooled Employer Plan surged - up 281.7% during 2023, from $11M to $41M. Reported net income was $10M.
How have ERISA Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), ERISA Partners, Inc.'s sponsor-wide assets grew 647.0%, from $11M to $81M.
Where does ERISA Partners, Inc. Pooled Employer Plan rank by assets among Form 5500 filers? ▼
ERISA Partners, Inc. Pooled Employer Plan ranks in the 83rd 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 ERISA Partners, Inc. Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Click Bond, Inc. 401(k) Plan in NV ($41M, 477 participants).
Which 401(k) plans cover a similar participant headcount to ERISA Partners, Inc. Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gypsum Management and Supply, Inc. 401(k) Savings Plan in GA (5,372 participants, $256M 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 640815705.

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.