401(k) · DOL Form 5500 · 2024

Englefield, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
692
Participants Below avg headcount
66th
Percentile by assets National rank
$23,096
Avg per participant Low balance/head
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Official DOL plan name: Englefield, Inc. Savings and Retirement 401(k) Plan · Sponsored by Englefield, Inc. · Ohio · Retail Trade

$16M in assets, 692 participants

Englefield, Inc.'s Englefield, Inc. Savings and Retirement 401(k) Plan reported $16M in total assets and 692 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,162 in Retail Trade (8,048 peers)

Englefield, Inc. multi-year trail

Englefield, Inc.'s plans moved +20.5% in assets from 2022 to 2024; this filing shows Englefield, Inc. Savings and Retirement 401(k) Plan at $16M / 692 participants.

#6,162
in Retail Trade (8,048 peers)
+12.6%
assets growth YoY

Englefield, Inc. Savings and Retirement 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Englefield, Inc. Savings and Retirement 401(k) Plan vs every filed plan by assets

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

$15,982,128 Top 34% higher than 66% 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

Englefield, Inc. Savings and Retirement 401(k) 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. Englefield, Inc. Savings and Retirement 401(k) Plan sits mid-pack in the medium band (692 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Englefield, Inc. Savings and Retirement 401(k) Plan reported net income rose from $935K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Englefield, Inc. Savings and Retirement 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Englefield, Inc. Savings and Retirement 401(k) Plan reported participants rose from 652 in the plan year 2023 filing to 692 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311248972 · Englefield, Inc. PY 2024 · 401(k)

Englefield, Inc. Savings and Retirement 401(k) Plan · $16M · 692 · 66th

  • ASSETS $16M
  • PCT 692
  • EIN 66th
  • RANK 401(k)
  • PHOTO near Spice World 401(k) Plan
  • IND ind #6162

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 Ohio →

Englefield, Inc. Savings and Retirement 401(k) Plan in the asset neighbourhood

Englefield, Inc. Savings and Retirement 401(k) PlanEnglefield, Inc. Savings and…$16MSpice World 401(k) Plan$16M403(b) Thrift Plan for Employees of Washburn Center for Children403(b) Thrift Plan for Emplo…$16MBloomingdale Properties, Inc. Profit Sharing and Savings Plan and TrustBloomingdale Properties, Inc…$16MHowell Allen Clinic Profit Sharing 401(k) PlanHowell Allen Clinic Profit S…$16M
End-of-year total assets ($M) among Englefield, Inc. Savings and Retirement 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Englefield, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Englefield, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 20.490958651621828% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.3M $16M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 665 $13M
2023 1 652 $14M
2024 1 692 $16M

Englefield, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN311248972
Plan Effective Date1995-01-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Englefield, Inc. Savings and Retirement 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Englefield, Inc. Savings and Retirement 401(k) Plan, Total assets ($B): 0.015982128 · Participants: 692Englefield, Inc. Savings and Retirement 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Englefield, Inc. Savings and Retirement 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Englefield, Inc. Savings and Retirement 401(k) Plan side-by-side with 3 peers →

Englefield, Inc. Savings and Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Spice World 401(k) Plan in FL ($16M); by covered participants it is Intermountain Farmers Association Salary Investment Plan and Trust in UT (692 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (692 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 Englefield, Inc. Savings and Retirement 401(k) Plan assets move in 2024? ▼
Englefield, Inc. Savings and Retirement 401(k) Plan grew at a solid clip - up 12.6% during 2024, from $14M to $16M. Reported net income was $2M.
How have Englefield, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Englefield, Inc.'s sponsor-wide assets grew 20.5%, from $13M to $16M.
Which 401(k) plans are similar in size to Englefield, Inc. Savings and Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spice World 401(k) Plan in FL ($16M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Englefield, Inc. Savings and Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermountain Farmers Association Salary Investment Plan and Trust in UT (692 participants, $40M 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 311248972.

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.