ECHO GROUP, INC. 401(K) PROFIT SHARING PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ECHO GROUP, INC.
This 401(k) plan holds $62M in total assets and serves 647 participants as of 2024. It is sponsored by ECHO GROUP, INC. in Iowa. The plan reported positive net income of $8M for the year.
What the Filing Says About ECHO GROUP, INC. 401(K) PROFIT SHARING PLAN
ECHO GROUP, INC. 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by ECHO GROUP, INC., headquartered in Iowa. As of the 2024 Form 5500 filing, the plan reports $62M in total end-of-year assets and covers 647 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 420669352, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $55M at the beginning of 2024 to $62M at year-end — a gain of 13.7%. Net assets (after liabilities) closed the year at $62M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $55M |
| Total Assets (End of Year) | $62M |
| Net Assets (End of Year) | $62M |
| Net Income | $8M |
| Plan Type | 401(k) |
| Employer EIN | 420669352 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ECHO GROUP, INC.)
| 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.
- THE PRINCIPAL SELECT SAVINGS PLAN $4.1B · 12,827
- IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN $3.0B · 28,959
- THE HY-VEE AND AFFILIATES 401(K) PLAN $2.9B · 56,181
- THE RSM US LLP RETIREMENT PLAN $2.9B · 14,720
- TRANSAMERICA 401(K) RETIREMENT SAVINGS PLAN $2.4B · 6,999
Related Data
Guides
Frequently Asked Questions
How much money is in the ECHO GROUP, INC. 401(K) PROFIT SHARING PLAN? ▼
What type of plan is ECHO GROUP, INC. 401(K) PROFIT SHARING PLAN? ▼
Who sponsors the ECHO GROUP, INC. 401(K) PROFIT SHARING PLAN? ▼
How did ECHO GROUP, INC. 401(K) PROFIT SHARING PLAN perform in 2024? ▼
Where can I find official filings for ECHO GROUP, INC. 401(K) PROFIT SHARING PLAN? ▼
How does ECHO GROUP, INC. 401(K) PROFIT SHARING PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.