401(k) · DOL Form 5500 · 2024

Ellison Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
386
Participants Below avg headcount
89th
Percentile by assets National rank
$218,582
Avg per participant Above avg balance/head
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Official DOL plan name: Ellison Technologies Employees Retirement Savings Plan · Sponsored by Ellison Technologies, Inc. · California · Professional & Technical Services

$84M in assets, 386 participants

Ellison Technologies, Inc.'s Ellison Technologies Employees Retirement Savings Plan reported $84M in total assets and 386 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,202 in Professional & Technical Services (20,173 peers)

Where Ellison Technologies Employees Retirement Savings Plan sits by assets

Ellison Technologies Employees Retirement Savings Plan sits in the top quartile of all filed plans by assets, $84M for 386 participants (~$218,582/participant), up 8.8% in 2024.

#18,202
in Professional & Technical Services (20,173 peers)
+8.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ellison Technologies Employees Retirement Savings Plan's outsized position by total assets

Ellison Technologies Employees Retirement Savings Plan vs every filed plan by assets

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

$84,372,686 Top 11% higher than 89% 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

Ellison Technologies Employees Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellison Technologies Employees Retirement Savings Plan sits mid-pack in the medium band (386 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ellison Technologies Employees Retirement Savings Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Ellison Technologies Employees Retirement Savings Plan reported participants fell from 517 in the plan year 2023 filing to 386 in the plan year 2024 filing.
  • Ellison Technologies Employees Retirement Savings Plan end-of-year assets rose from $78M in the plan year 2023 filing to $84M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953406732 · Ellison Technologies, Inc. PY 2024 · 401(k)

Ellison Technologies Employees Retirement Savings Plan · $84M · 386 · 89th

  • PART $84M
  • TYPE 386
  • NET 89th
  • BOOK 401(k)
  • VS-ST near Community Trust Bancorp Inc Savings Plan
  • BOY ind #18202

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 Professional & Technical Services retirement plans → · Plans in California →

Ellison Technologies Employees Retirement Savings Plan in the asset neighbourhood

Chai Trust Company Advantage Retirement Savings PlanChai Trust Company Advantage…$84MIndependent Physicians 401(k) Profit Sharing PlanIndependent Physicians 401(k…$84MEllison Technologies Employees Retirement Savings PlanEllison Technologies Employe…$84MCommunity Trust Bancorp Inc Savings PlanCommunity Trust Bancorp Inc …$84MPepsi-Cola Bottling Company of Hickory, N.C., Inc. Profit Sharing and 401(k)Pepsi-Cola Bottling Company …$84M
End-of-year total assets ($M) among Ellison Technologies Employees Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$84M
Net Income$7M
Employer EIN953406732
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellison Technologies, Inc.)

Sponsor-wide plan assets over time

All Ellison Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 28.712700095958617% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.6M $84.4M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 365 $66M
2023 1 517 $78M
2024 1 386 $84M

Nearby 401(k) Plans in California

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

Ellison Technologies Employees Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ellison Technologies Employees Retirement Savings Plan, Total assets ($B): 0.084372686 · Participants: 386Ellison Technologies Employees Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ellison Technologies Employees Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ellison Technologies Employees Retirement Savings Plan side-by-side with 3 peers →

Ellison Technologies Employees Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Community Trust Bancorp Inc Savings Plan in KY ($84M); by covered participants it is Village Discount 401(k) Plan in IL (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Ellison Technologies Employees Retirement Savings Plan assets move in 2024? ▼
Ellison Technologies Employees Retirement Savings Plan grew at a solid clip - up 8.8% during 2024, from $78M to $84M. Reported net income was $7M.
How have Ellison Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellison Technologies, Inc.'s sponsor-wide assets grew 28.7%, from $66M to $84M.
Where does Ellison Technologies Employees Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Ellison Technologies Employees Retirement Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ellison Technologies Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Trust Bancorp Inc Savings Plan in KY ($84M, 900 participants).
Which 401(k) plans cover a similar participant headcount to Ellison Technologies Employees Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Village Discount 401(k) Plan in IL (386 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953406732.

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.