401(k) · DOL Form 5500 · 2024

E and R Enterprise, Inc. 401(k) Plan

Data updated 2026-08-25

$870K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$434,881
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: E and R Enterprise Retirement Plan · Sponsored by E and R Enterprise, Inc. · Washington · Retail Trade

$870K in assets, 2 participants

E and R Enterprise, Inc.'s E and R Enterprise Retirement Plan reported $870K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,747 in Retail Trade (8,048 peers)

What the 2024 filing shows

E and R Enterprise Retirement Plan holds $870K for 2 participants - about $434,881 per participant, among the smaller plans by assets on file.

#2,747
in Retail Trade (8,048 peers)
+0.5%
assets growth YoY

E and R Enterprise Retirement Plan among the smaller filed plans by assets

E and R Enterprise Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$869,762 22nd percentile higher than 22% of 123,620 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 2024

E and R Enterprise Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E and R Enterprise Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • E and R Enterprise Retirement Plan reported net income rose from -$37K in the plan year 2023 filing to $4K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 455549326 · E and R Enterprise, Inc. PY 2024 · 401(k)

E and R Enterprise Retirement Plan · $870K · 2 · 22nd

  • SCH $870K
  • SCH 2
  • SCH 22nd
  • SCH 401(k)
  • SCH near 45 North Enterprises, Inc. 401(k) Profit Sharing Plan
  • SCH ind #2747

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 Retail Trade retirement plans → · Plans in Washington →

E and R Enterprise Retirement Plan in the asset neighbourhood

E and R Enterprise Retirement PlanE and R Enterprise Retiremen…$870K45 North Enterprises, Inc. 401(k) Profit Sharing Plan45 North Enterprises, Inc. 4…$870KSvanoe & Thompson 401(k) Plan$870KIntruder Alert Systems of San Antonio, Inc. 401(k) PlanIntruder Alert Systems of Sa…$870KForged Technical Consulting, Inc. 401(k) PlanForged Technical Consulting,…$870K
End-of-year total assets ($M) among E and R Enterprise Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$865K
Net Assets (End of Year)$870K
Net Income$4K
Employer EIN455549326
Plan Effective Date2012-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (E and R Enterprise, Inc.)

Sponsor-wide plan assets over time

All E and R Enterprise, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$870K 3.631857167707617% vs 2022
2024 filing year
$0.86M$0.87M$0.88M$0.89M$0.9M$0.91M 202220232024 $0.9M $0.87M ▼ -3.3%
Year Plans Participants Total Assets
2022 1 2 $903K
2023 1 2 $865K
2024 1 2 $870K

Nearby 401(k) Plans in Washington

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

E and R Enterprise Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants E and R Enterprise Retirement Plan, Total assets ($B): 0.000869762 · Participants: 2E and R Enterprise Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
E and R Enterprise Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants

E and R Enterprise Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is 45 North Enterprises, Inc. 401(k) Profit Sharing Plan in ID ($870K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did E and R Enterprise Retirement Plan assets move in 2024?
E and R Enterprise Retirement Plan held essentially flat - up 0.5% during 2024, from $865K to $870K. Reported net income was $4K.
How have E and R Enterprise, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), E and R Enterprise, Inc.'s sponsor-wide assets declined 3.6%, from $903K to $870K.
Where does E and R Enterprise Retirement Plan rank by assets among Form 5500 filers?
E and R Enterprise Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to E and R Enterprise Retirement Plan?
Among 401(k) plans in other states, the closest by assets is 45 North Enterprises, Inc. 401(k) Profit Sharing Plan in ID ($870K, 2 participants).
Which 401(k) plans cover a similar participant headcount to E and R Enterprise Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).