401(k) · DOL Form 5500 · 2024

Echo Group, Inc. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
647
Participants Below avg headcount
86th
Percentile by assets National rank
$96,501
Avg per participant Below avg balance/head
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Official DOL plan name: Echo Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Echo Group, Inc. · Iowa · Wholesale Trade

$62M in assets, 647 participants

Echo Group, Inc.'s Echo Group, Inc. 401(k) Profit Sharing Plan reported $62M in total assets and 647 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,338 in Wholesale Trade (6,080 peers)

Where Echo Group, Inc. 401(k) Profit Sharing Plan sits by assets

Echo Group, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $62M for 647 participants (~$96,501/participant), up 13.7% in 2024.

#5,338
in Wholesale Trade (6,080 peers)
+13.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Echo Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Echo Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$62,436,136 Top 14% higher than 86% 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

Echo Group, Inc. 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. Echo Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (647 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Echo Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Echo Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Echo Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 624 in the plan year 2023 filing to 647 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420669352 · Echo Group, Inc. PY 2024 · 401(k)

Echo Group, Inc. 401(k) Profit Sharing Plan · $62M · 647 · 86th

  • PART $62M
  • TYPE 647
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Evraz Inc. 401(k) Plan
  • BOY ind #5338

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 Iowa →

Echo Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jim Ellis Atlanta, Inc. 401(k) PlanJim Ellis Atlanta, Inc. 401(…$62MSystem Studies & Simulation, Inc. 401(k) and Profit Sharing/Retirement PlanSystem Studies & Simulation,…$62MEcho Group, Inc. 401(k) Profit Sharing PlanEcho Group, Inc. 401(k) Prof…$62MEvraz Inc. 401(k) Plan$62MSumma Health 401(k) Retirement Savings PlanSumma Health 401(k) Retireme…$62M
End-of-year total assets ($M) among Echo Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$62M
Net Income$8M
Employer EIN420669352
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Echo Group, Inc.)

Sponsor-wide plan assets over time

All Echo Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 42.279111056014926% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.9M $62.4M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 598 $44M
2023 1 624 $55M
2024 1 647 $62M

Nearby 401(k) Plans in Iowa

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

Echo Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Echo Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.062436136 · Participants: 647Echo Group, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Echo Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Echo Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Echo Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Evraz Inc. 401(k) Plan in IL ($62M); by covered participants it is Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Profit Sharing Plan in CA (647 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (647 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 Echo Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Echo Group, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.7% during 2024, from $55M to $62M. Reported net income was $8M.
How have Echo Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Echo Group, Inc.'s sponsor-wide assets grew 42.3%, from $44M to $62M.
Where does Echo Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Echo Group, Inc. 401(k) Profit Sharing Plan ranks in the 86th 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 Echo Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evraz Inc. 401(k) Plan in IL ($62M, 991 participants).
Which 401(k) plans cover a similar participant headcount to Echo Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Profit Sharing Plan in CA (647 participants, $264M 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 420669352.

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.