401(k) · DOL Form 5500 · 2024

Erbe USA, Incorporated 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
232
Participants Below avg headcount
79th
Percentile by assets National rank
$142,759
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Erbe USA, Incorporated 401(k) Plan · Sponsored by Erbe USA, Incorporated · Georgia · Retail Trade

$33M in assets, 232 participants

Erbe USA, Incorporated's Erbe USA, Incorporated 401(k) Plan reported $33M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,023 in Retail Trade (8,048 peers)

Coverage in Georgia

Erbe USA, Incorporated 401(k) Plan covers 232 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $33M.

#7,023
in Retail Trade (8,048 peers)
+18.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Erbe USA, Incorporated 401(k) Plan's outsized position by total assets

Erbe USA, Incorporated 401(k) Plan vs every filed plan by assets

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

$33,120,108 Top 21% higher than 79% 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

Erbe USA, Incorporated 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. Erbe USA, Incorporated 401(k) Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Erbe USA, Incorporated 401(k) Plan reported participants rose from 193 in the plan year 2023 filing to 232 in the plan year 2024 filing.
  • Erbe USA, Incorporated 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Erbe USA, Incorporated 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 581998374 · Erbe USA, Incorporated PY 2024 · 401(k)

Erbe USA, Incorporated 401(k) Plan · $33M · 232 · 79th

  • ASSETS $33M
  • ASSETS 232
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Alpha Source LLC 401(k) Plan
  • ASSETS ind #7023

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 Georgia →

Erbe USA, Incorporated 401(k) Plan in the asset neighbourhood

Erbe USA, Incorporated 401(k) PlanErbe USA, Incorporated 401(k…$33MAlpha Source LLC 401(k) Plan$33M401(k) Savings Plan of the Ideal Group of Companies401(k) Savings Plan of the I…$33MPrince Lobel Tye LLP 401(k) PlanPrince Lobel Tye LLP 401(k) …$33MHazmat Environmental/Kenworth Northeast 401(k) PlanHazmat Environmental/Kenwort…$33M
End-of-year total assets ($M) among Erbe USA, Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN581998374
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Erbe USA, Incorporated)

Sponsor-wide plan assets over time

All Erbe USA, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$33M 49.78999619556359% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.1M $33.1M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 143 $22M
2023 1 193 $28M
2024 1 232 $33M

Nearby 401(k) Plans in Georgia

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

Erbe USA, Incorporated 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Erbe USA, Incorporated 401(k) Plan, Total assets ($B): 0.033120108 · Participants: 232Erbe USA, Incorporated 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Erbe USA, Incorporated 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Erbe USA, Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Alpha Source LLC 401(k) Plan in WI ($33M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Erbe USA, Incorporated 401(k) Plan assets move in 2024?
Erbe USA, Incorporated 401(k) Plan grew sharply - up 18.9% during 2024, from $28M to $33M. Reported net income was $5M.
How have Erbe USA, Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Erbe USA, Incorporated's sponsor-wide assets grew 49.8%, from $22M to $33M.
Where does Erbe USA, Incorporated 401(k) Plan rank by assets among Form 5500 filers?
Erbe USA, Incorporated 401(k) Plan ranks in the 79th 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 Erbe USA, Incorporated 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Alpha Source LLC 401(k) Plan in WI ($33M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Erbe USA, Incorporated 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Aspen Therapy 401(k) Plan in OH (232 participants, N/A in assets).