401(k) · DOL Form 5500 · 2024

Elliot Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
34th
Percentile by assets National rank
$255,626
Avg per participant Above avg balance/head
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Official DOL plan name: Elliot Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Elliot Inc · Arizona · Retail Trade

$3M in assets, 12 participants

Elliot Inc's Elliot Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,705 in Retail Trade (8,048 peers)

Elliot Inc multi-year trail

Elliot Inc's plans moved +69.2% in assets from 2022 to 2024; this filing shows Elliot Inc 401(k) Profit Sharing Plan & Trust at $3M / 12 participants.

#3,705
in Retail Trade (8,048 peers)
+27.2%
assets growth YoY

Elliot Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Elliot Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,067,510 34th percentile higher than 34% 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

Elliot Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elliot Inc 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elliot Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Elliot Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $599K in the plan year 2023 filing to $655K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860889929 · Elliot Inc PY 2024 · 401(k)

Elliot Inc 401(k) Profit Sharing Plan & Trust · $3M · 12 · 34th

  • SCH $3M
  • EBSA 12
  • PART 34th
  • TYPE 401(k)
  • NET near Arpino Orthodontics, P.C. 401(k) Profit Sharing Plan
  • BOOK ind #3705

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 Arizona →

Elliot Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Elliot Inc 401(k) Profit Sharing Plan & TrustElliot Inc 401(k) Profit Sha…$3MArpino Orthodontics, P.C. 401(k) Profit Sharing PlanArpino Orthodontics, P.C. 40…$3MTakahata Precision Tennessee, Inc. 401(k) PlanTakahata Precision Tennessee…$3MChristopher Community, Inc 403(b) PlanChristopher Community, Inc 4…$3MMdc Associates, Inc. 401(k) PlanMdc Associates, Inc. 401(k) …$3M
End-of-year total assets ($M) among Elliot Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Elliot Inc multi-year asset trail

Sponsor-wide plan assets over time

All Elliot Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 69.17006292499187% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.81M $3.07M ▲ +69.6%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 12 $2M
2024 1 12 $3M

Elliot Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$655K
Employer EIN860889929
Plan Effective Date1997-09-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Elliot Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Elliot Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00306751 · Participants: 12Elliot Inc 401(k) Profit Sharing Plan & TrustBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Elliot Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Elliot Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Elliot Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Arpino Orthodontics, P.C. 401(k) Profit Sharing Plan in IL ($3M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Elliot Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Elliot Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 27.2% during 2024, from $2M to $3M. Reported net income was $655K.
How have Elliot Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elliot Inc's sponsor-wide assets grew 69.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Elliot Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Arpino Orthodontics, P.C. 401(k) Profit Sharing Plan in IL ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Elliot Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 860889929.

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.