Other · DOL Form 5500 · 2024
Ela Investment Plan Retirement Plan
Data updated 2026-08-25
- $13K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $6,621
- Avg per participant Low balance/head
Official DOL plan name: Ela Investment Plan · Sponsored by Ela Investment Plan · New Jersey · Wholesale Trade
$13K in assets, 2 participants
Ela Investment Plan's Ela Investment Plan reported $13K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.
- #62 in Wholesale Trade (6,080 peers)
Ela Investment Plan multi-year trail
Ela Investment Plan's plans moved -98.9% in assets from 2022 to 2024; this filing shows Ela Investment Plan at $13K / 2 participants.
- #62
- in Wholesale Trade (6,080 peers)
- -98.1%
- assets change YoY
The plan reported a net loss of $690K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ela Investment Plan among the smaller filed plans by assets
Ela Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,241 2nd percentile higher than 2% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ela Investment 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. Ela Investment Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ela Investment Plan end-of-year assets fell from $703K in the plan year 2023 filing to $13K in the plan year 2024 filing.
- Ela Investment Plan reported net income fell from -$500K in the plan year 2023 filing to -$690K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 826609411 · Ela Investment Plan PY 2024 · Other
Ela Investment Plan · $13K · 2 · 2nd
- ASSETS $13K
- ASSETS 2
- ASSETS 2nd
- ASSETS Other
- ASSETS near Susquehanna Pfaltzgraff Co. Pension Plan for Salaried Employees
- ASSETS ind #62
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Ela Investment Plan in the asset neighbourhood
Ela Investment Plan multi-year asset trail
Sponsor-wide plan assets over time
All Ela Investment Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $13K 98.89938988911608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $703K |
| 2024 | 1 | 2 | $13K |
Ela Investment Plan filing trail (2024)
| Total Assets (Beginning of Year) | $703K |
|---|---|
| Net Assets (End of Year) | $13K |
| Net Income | -$690K |
| Employer EIN | 826609411 |
| Plan Effective Date | 2017-08-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Ela Investment Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Susquehanna Pfaltzgraff Co. Pension Plan for Salaried Employees in PA ($14K); by covered participants it is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13K here).
- Susquehanna Pfaltzgraff Co. Pension Plan for Salaried Employees (PA) $14K · N/A
- Caj Coastal Enterprises, Inc. Ps (AL) $14K · 2
- Charles W Turman Retirement Plan (VA) $10K · 2
- CCSI-CS-401K (IL) $17K · 3
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.