401(k) · DOL Form 5500 · 2023

Ellie O, Co. 401(k) Plan

Data updated 2026-08-25

$197K
Total assets Small plan by assets: 3
Participants Small participant base: 11th
Percentile by assets National rank: $65,741
Avg per participant Below avg balance/head

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Official DOL plan name: Ellie O, Co. 401(k) Plan · Sponsored by Ellie O, Co. · Arizona · Construction

$197K in assets, 3 participants

Ellie O, Co.'s Ellie O, Co. 401(k) Plan reported $197K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

#876 in Construction (9,030 peers)

Ellie O, Co. multi-year trail

Ellie O, Co.'s plans moved +136.5% in assets from 2022 to 2023; this filing shows Ellie O, Co. 401(k) Plan at $197K / 3 participants.

#876
in Construction (9,030 peers): +56.9%
assets growth YoY

Ellie O, Co. 401(k) Plan among the smaller filed plans by assets

Ellie O, Co. 401(k) Plan vs every filed plan by assets

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

$197,223 11th percentile higher than 11% 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

Ellie O, Co. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellie O, Co. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ellie O, Co. 401(k) Plan reported net income rose from -$29K in the plan year 2022 filing to $72K in the plan year 2023 filing.
Ellie O, Co. 401(k) Plan end-of-year assets rose from $137K in the plan year 2022 filing to $197K in the plan year 2023 filing.
Ellie O, Co. 401(k) Plan reported participants fell from 5 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 832567526 · Ellie O, Co. PY 2023 · 401(k)

Ellie O, Co. 401(k) Plan · $197K · 3 · 11th

SCH $197K
EBSA 3
PART 11th
TYPE 401(k)
NET near Dw Automotive Services, Inc. 401(k) Plan
BOOK ind #876

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 Construction retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Ellie O, Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ellie O, Co. multi-year asset trail

Latest sponsor-wide plan assets: $324K 136.5263603579928% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$137K
2023	3	8	$324K

Ellie O, Co. filing trail (2023)

Total Assets (Beginning of Year)	$126K
Net Assets (End of Year)	$197K
Net Income	$72K
Employer EIN	832567526
Plan Effective Date	2018-11-02
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Ellie O, Co. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Ellie O, Co. 401(k) Plan side-by-side with 3 peers →

Ellie O, Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Dw Automotive Services, Inc. 401(k) Plan in FL ($197K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($197K here).

Dw Automotive Services, Inc. 401(k) Plan (FL) $197K · 6
Jiat Industries Retirement Plan (NC) $197K · 6
Spencer Medical Solutions Safe Harbor 401(k) Plan (SC) $197K · 2
Twish, Inc. 401(k) Profit Sharing Plan (TX) $197K · 1

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off
P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 0 off

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 Ellie O, Co. 401(k) Plan assets move in 2023? ▼

Ellie O, Co. 401(k) Plan surged - up 56.9% during 2023, from $126K to $197K. Reported net income was $72K.

How have Ellie O, Co. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Ellie O, Co.'s sponsor-wide assets grew 136.5%, from $137K to $324K.

Where does Ellie O, Co. 401(k) Plan rank by assets among Form 5500 filers? ▼

Ellie O, Co. 401(k) Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Ellie O, Co. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dw Automotive Services, Inc. 401(k) Plan in FL ($197K, 6 participants).

Which 401(k) plans cover a similar participant headcount to Ellie O, Co. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 832567526.