401(k) · DOL Form 5500 · 2023

Etr Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
148
Participants Small participant base
79th
Percentile by assets National rank
$196,067
Avg per participant Above avg balance/head
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Official DOL plan name: Etr Associates, Inc. 401(k) Plan · Sponsored by Etr Associates, Inc. · California · Educational Services

$29M in assets, 148 participants

Etr Associates, Inc.'s Etr Associates, Inc. 401(k) Plan reported $29M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,375 in Educational Services (3,735 peers)

Coverage in California

Etr Associates, Inc. 401(k) Plan covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $29M.

#2,375
in Educational Services (3,735 peers)
+15.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Etr Associates, Inc. 401(k) Plan's outsized position by total assets

Etr Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$29,017,861 Top 21% higher than 79% 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

Etr Associates, Inc. 401(k) Plan 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. Etr Associates, Inc. 401(k) Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Etr Associates, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Etr Associates, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Etr Associates, Inc. 401(k) Plan reported participants fell from 157 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942760764 · Etr Associates, Inc. PY 2023 · 401(k)

Etr Associates, Inc. 401(k) Plan · $29M · 148 · 79th

  • PART $29M
  • PART 148
  • PART 79th
  • PART 401(k)
  • PART near Ams 401(k) Plan
  • PART ind #2375

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 Educational Services retirement plans → · Plans in California →

Etr Associates, Inc. 401(k) Plan in the asset neighbourhood

Etr Associates, Inc. 401(k) PlanEtr Associates, Inc. 401(k) …$29MAms 401(k) Plan$29MThe Fall River Group, Inc. Employees' 401(k) Profit Sharing PlanThe Fall River Group, Inc. E…$29MAvalon Health Care, Inc. 401(k) PlanAvalon Health Care, Inc. 401…$29MVentra Health Retirement Plan$29M
End-of-year total assets ($M) among Etr Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN942760764
Plan Effective Date2006-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Etr Associates, Inc.)

Sponsor-wide plan assets over time

All Etr Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 26.625131606341846% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.1M $31.8M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 157 $25M
2023 1 148 $29M
2024 1 128 $32M

Nearby 401(k) Plans in California

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

Etr Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Etr Associates, Inc. 401(k) Plan, Total assets ($B): 0.029017861 · Participants: 148Etr Associates, Inc. 401(k) PlanWells 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
Etr Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Etr Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Etr Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ams 401(k) Plan in MD ($29M); by covered participants it is Southlake Specialty Hospital LLC 401(k) Plan in TX (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Etr Associates, Inc. 401(k) Plan assets move in 2023? ▼
Etr Associates, Inc. 401(k) Plan grew sharply - up 15.5% during 2023, from $25M to $29M. Reported net income was $4M.
How have Etr Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Etr Associates, Inc.'s sponsor-wide assets grew 26.6%, from $25M to $32M.
Where does Etr Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Etr Associates, Inc. 401(k) Plan ranks in the 79th 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 Etr Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ams 401(k) Plan in MD ($29M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Etr Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southlake Specialty Hospital LLC 401(k) Plan in TX (148 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 942760764.

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.