401(k) · DOL Form 5500 · 2024
Ellington Management Group, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 165
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $387,570
- Avg per participant High balance/head
Official DOL plan name: Ellington Management Group 401(k) & Profit Sharing Plan · Sponsored by Ellington Management Group, L.L.C. · Connecticut · Finance & Insurance
$64M in assets, 165 participants
Ellington Management Group, L.L.C.'s Ellington Management Group 401(k) & Profit Sharing Plan reported $64M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #6,804 in Finance & Insurance (8,549 peers)
Coverage in Connecticut
Ellington Management Group 401(k) & Profit Sharing Plan covers 165 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $64M.
- #6,804
- in Finance & Insurance (8,549 peers)
- +17.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Ellington Management Group 401(k) & Profit Sharing Plan's outsized position by total assets
Ellington Management Group 401(k) & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,949,040 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ellington Management Group 401(k) & Profit Sharing 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. Ellington Management Group 401(k) & Profit Sharing Plan sits mid-pack in the medium band (165 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ellington Management Group 401(k) & Profit Sharing Plan reported net income rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Ellington Management Group 401(k) & Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Ellington Management Group 401(k) & Profit Sharing Plan reported participants fell from 175 in the plan year 2023 filing to 165 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 061441140 · Ellington Management Group, L.L.C. PY 2024 · 401(k)
Ellington Management Group 401(k) & Profit Sharing Plan · $64M · 165 · 87th
- EIN $64M
- EIN 165
- EIN 87th
- EIN 401(k)
- EIN near Helm Group, Inc. 401(k) Plan
- EIN ind #6804
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Ellington Management Group 401(k) & Profit Sharing Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $9M |
| Employer EIN | 061441140 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ellington Management Group, L.L.C.)
Sponsor-wide plan assets over time
All Ellington Management Group, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 30.607007784886804% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $49M |
| 2023 | 1 | 175 | $55M |
| 2024 | 1 | 165 | $64M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Ellington Management Group 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Helm Group, Inc. 401(k) Plan in IL ($64M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Helm Group, Inc. 401(k) Plan (IL) $64M · 265
- Stg Logistics Retirement Plan (OH) $64M · 1,425
- Cranfill Sumner LLP 401(k) Plan (NC) $64M · 180
- Lassonde 401(k) Plan for the Benefit of U.S. Employees (NJ) $64M · 772
Similar participant headcount
Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.
- One Off Hospitality Group, Ltd. 401(k) Plan (IL) 165 · 0 off
- Better World Books 401(k) Profit Sharing Plan (IN) 165 · 0 off
- Powertherm Co Inc 401(k) Profit Sharing Plan & Trust (TX) 165 · 0 off
- Boys & Girls Clubs of the (CA) 165 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.