401(k) · DOL Form 5500 · 2024

Ellis Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
22
Participants Small participant base
49th
Percentile by assets National rank
$330,920
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ellis Mechanical 401(k) Plan · Sponsored by Ellis Mechanical, Inc. · Indiana · Construction

$7M in assets, 22 participants

Ellis Mechanical, Inc.'s Ellis Mechanical 401(k) Plan reported $7M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,314 in Construction (9,039 peers)

Ellis Mechanical, Inc. multi-year trail

Ellis Mechanical, Inc.'s plans moved +15.2% in assets from 2022 to 2024; this filing shows Ellis Mechanical 401(k) Plan at $7M / 22 participants.

#4,314
in Construction (9,039 peers)
+0.2%
assets growth YoY

Ellis Mechanical 401(k) Plan's mid-pack asset rank among Construction and all filers

Ellis Mechanical 401(k) Plan vs every filed plan by assets

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

$7,280,243 49th percentile higher than 49% 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

Ellis Mechanical 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellis Mechanical 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ellis Mechanical 401(k) Plan reported net income fell from $945K in the plan year 2023 filing to $13K in the plan year 2024 filing.
  • Ellis Mechanical 401(k) Plan reported participants fell from 24 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351937736 · Ellis Mechanical, Inc. PY 2024 · 401(k)

Ellis Mechanical 401(k) Plan · $7M · 22 · 49th

  • 5500 $7M
  • 5500 22
  • 5500 49th
  • 5500 401(k)
  • 5500 near Radford Orthopedic Center PC Profit Sharing Plan
  • 5500 ind #4314

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 Construction retirement plans → · Plans in Indiana →

Ellis Mechanical 401(k) Plan in the asset neighbourhood

Ellis Mechanical 401(k) Plan$7MRadford Orthopedic Center PC Profit Sharing PlanRadford Orthopedic Center PC…$7MReal Estate Commission Retirement Savings PlanReal Estate Commission Retir…$7MExcel Machinery, Ltd. 401(k) Profit Sharing PlanExcel Machinery, Ltd. 401(k)…$7MChristopher Morgan, LLC 401(k) Savings PlanChristopher Morgan, LLC 401(…$7M
End-of-year total assets ($M) among Ellis Mechanical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ellis Mechanical, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ellis Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.16718616723742% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.32M $7.28M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 26 $6M
2023 1 24 $7M
2024 1 22 $7M

Ellis Mechanical, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$13K
Employer EIN351937736
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Ellis Mechanical 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ellis Mechanical 401(k) Plan, Total assets ($B): 0.007280243 · Participants: 22Ellis Mechanical 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ellis Mechanical 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ellis Mechanical 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Radford Orthopedic Center PC Profit Sharing Plan in VA ($7M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Ellis Mechanical 401(k) Plan assets move in 2024? ▼
Ellis Mechanical 401(k) Plan held essentially flat - up 0.2% during 2024, from $7M to $7M. Reported net income was $13K.
How have Ellis Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellis Mechanical, Inc.'s sponsor-wide assets grew 15.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Ellis Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radford Orthopedic Center PC Profit Sharing Plan in VA ($7M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Ellis Mechanical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 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 351937736.

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.