401(k) · DOL Form 5500 · 2023
Ellie O, Co. 401(k) Plan
Data updated 2026-08-25
- $1K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $223
- Avg per participant Low balance/head
Official DOL plan name: Ellie O, Co. 401(k) Plan · Sponsored by Ellie O, Co. · Arizona · Construction
$1K in assets, 5 participants
Ellie O, Co.'s Ellie O, Co. 401(k) Plan reported $1K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #52 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 $1K / 5 participants.
- #52
- in Construction (9,030 peers)
- -99.2%
- assets change YoY
The plan reported a net loss of $136K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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
$1,114 1st percentile higher than 1% 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 (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ellie O, Co. 401(k) Plan reported net income fell from -$29K in the plan year 2022 filing to -$136K in the plan year 2023 filing.
- Ellie O, Co. 401(k) Plan end-of-year assets fell from $137K in the plan year 2022 filing to $1K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 832567526 · Ellie O, Co. PY 2023 · 401(k)
Ellie O, Co. 401(k) Plan · $1K · 5 · 1st
- PHOTO $1K
- IND 5
- EOY 1st
- 5500 401(k)
- ASSETS near Fresh Hay 401(k)
- PCT ind #52
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 →
Ellie O, Co. 401(k) Plan in the asset neighbourhood
Ellie O, Co. multi-year asset trail
Sponsor-wide plan assets over time
All Ellie O, Co. plans reported in each filing year
- 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) | $137K |
|---|---|
| Net Assets (End of Year) | $1K |
| Net Income | -$136K |
| 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.
- 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
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 Fresh Hay 401(k) in IN ($1K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.