401(k) · DOL Form 5500 · 2023

Ethan Conrad Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
145
Participants Small participant base
39th
Percentile by assets National rank
$25,569
Avg per participant Low balance/head
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Official DOL plan name: Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Ethan Conrad Properties, Inc. · California · Real Estate

$4M in assets, 145 participants

Ethan Conrad Properties, Inc.'s Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,783 in Real Estate (4,727 peers)

Coverage in California

Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust covers 145 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $4M.

#2,783
in Real Estate (4,727 peers)
+74.2%
assets growth YoY

Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,707,479 39th percentile higher than 39% 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

Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$134K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 140 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943371030 · Ethan Conrad Properties, Inc. PY 2023 · 401(k)

Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust · $4M · 145 · 39th

  • 5500 $4M
  • 5500 145
  • 5500 39th
  • 5500 401(k)
  • 5500 near Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun
  • 5500 ind #2783

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 Real Estate retirement plans → · Plans in California →

Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & TrustEthan Conrad Properties, Inc…$4MCedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of FunCedar Fair, L.P. Profit Shar…$4MEvans Memorial Hospital 401(k) Retirement PlanEvans Memorial Hospital 401(…$4MSweetwater Brewing Company, Inc. 401(k)Sweetwater Brewing Company, …$4MM & M Acquisition, LLC Retirement PlanM & M Acquisition, LLC Retir…$4M
End-of-year total assets ($M) among Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN943371030
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethan Conrad Properties, Inc.)

Sponsor-wide plan assets over time

All Ethan Conrad Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 171.03097984942738% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $2.13M $5.77M ▲ +170.9%
Year Plans Participants Total Assets
2022 1 140 $2M
2023 1 145 $4M
2024 1 174 $6M

Nearby 401(k) Plans in California

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

Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003707479 · Participants: 145Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & TrustWells 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
Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun in OH ($4M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust surged - up 74.2% during 2023, from $2M to $4M. Reported net income was $2M.
How have Ethan Conrad Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethan Conrad Properties, Inc.'s sponsor-wide assets grew 171.0%, from $2M to $6M.
Which 401(k) plans are similar in size to Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cedar Fair, L.P. Profit Sharing Retirement Plan for Union Affiliated Employees of Worlds of Fun in OH ($4M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Ethan Conrad Properties, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 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 943371030.

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.