401(k) · DOL Form 5500 · 2024

Electro-Mechanical, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
476
Participants Below avg headcount
78th
Percentile by assets National rank
$65,104
Avg per participant Low balance/head
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Official DOL plan name: Electro-Mechanical Retirement Plan · Sponsored by Electro-Mechanical, LLC · Virginia · Wholesale Trade

$31M in assets, 476 participants

Electro-Mechanical, LLC's Electro-Mechanical Retirement Plan reported $31M in total assets and 476 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,642 in Wholesale Trade (6,080 peers)

Where Electro-Mechanical Retirement Plan sits by assets

Electro-Mechanical Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 476 participants (~$65,104/participant), down 6.3% in 2024.

#4,642
in Wholesale Trade (6,080 peers)
-6.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Electro-Mechanical Retirement Plan's outsized position by total assets

Electro-Mechanical Retirement Plan vs every filed plan by assets

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

$30,989,365 Top 22% higher than 78% 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

Electro-Mechanical Retirement 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. Electro-Mechanical Retirement Plan sits mid-pack in the medium band (476 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Electro-Mechanical Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Electro-Mechanical Retirement Plan reported participants rose from 422 in the plan year 2023 filing to 476 in the plan year 2024 filing.
  • Electro-Mechanical Retirement Plan end-of-year assets fell from $33M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 540887040 · Electro-Mechanical, LLC PY 2024 · 401(k)

Electro-Mechanical Retirement Plan · $31M · 476 · 78th

  • BOOK $31M
  • BOOK 476
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near Smarthealth 401(k) Plan and Trust
  • BOOK ind #4642

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 Virginia →

Electro-Mechanical Retirement Plan in the asset neighbourhood

Electro-Mechanical Retirement PlanElectro-Mechanical Retiremen…$31MSmarthealth 401(k) Plan and TrustSmarthealth 401(k) Plan and …$31MThe Bank & Trust 401(k) and Profit Sharing PlanThe Bank & Trust 401(k) and …$31MTeamvantage 401(k) Retirement Plan.Teamvantage 401(k) Retiremen…$31MCorium, LLC 401(k) Plan$31M
End-of-year total assets ($M) among Electro-Mechanical Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$31M
Net Income-$2M
Employer EIN540887040
Plan Effective Date1978-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Electro-Mechanical, LLC)

Sponsor-wide plan assets over time

All Electro-Mechanical, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 0.16293051388030028% vs 2022
2024 filing year
$30M$31M$32M$33M$34M 202220232024 $30.9M $31M ▲ +0.2%
Year Plans Participants Total Assets
2022 1 419 $31M
2023 1 422 $33M
2024 1 476 $31M

Nearby 401(k) Plans in Virginia

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

Electro-Mechanical Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Electro-Mechanical Retirement Plan, Total assets ($B): 0.030989365 · Participants: 476Electro-Mechanical Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Electro-Mechanical Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Electro-Mechanical Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Smarthealth 401(k) Plan and Trust in AZ ($31M); by covered participants it is Flushing Bank 401(k) Savings Plan in NY (476 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (476 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 Electro-Mechanical Retirement Plan assets move in 2024?
Electro-Mechanical Retirement Plan pulled back noticeably - down 6.3% during 2024, from $33M to $31M. Reported net income was -$2M.
How have Electro-Mechanical, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Electro-Mechanical, LLC's sponsor-wide assets grew 0.2%, from $31M to $31M.
Where does Electro-Mechanical Retirement Plan rank by assets among Form 5500 filers?
Electro-Mechanical Retirement Plan ranks in the 78th 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 Electro-Mechanical Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Smarthealth 401(k) Plan and Trust in AZ ($31M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Electro-Mechanical Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Flushing Bank 401(k) Savings Plan in NY (476 participants, $121M in assets).