401(k) · DOL Form 5500 · 2024

Erhardt Group, LLC 401(k) Plan

Data updated 2026-08-25

$481K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$160,490
Avg per participant Above avg balance/head
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Official DOL plan name: Erhardt Group, LLC 401(k) · Sponsored by Erhardt Group, LLC · Oklahoma · Real Estate

$481K in assets, 3 participants

Erhardt Group, LLC's Erhardt Group, LLC 401(k) reported $481K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,364 in Real Estate (4,605 peers)

Erhardt Group, LLC multi-year trail

Erhardt Group, LLC's plans moved +32.4% in assets from 2022 to 2024; this filing shows Erhardt Group, LLC 401(k) at $481K / 3 participants.

#1,364
in Real Estate (4,605 peers)
+13.6%
assets growth YoY

Erhardt Group, LLC 401(k) among the smaller filed plans by assets

Erhardt Group, LLC 401(k) vs every filed plan by assets

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

$481,469 17th percentile higher than 17% 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

Erhardt Group, LLC 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erhardt Group, LLC 401(k) is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Erhardt Group, LLC 401(k) end-of-year assets rose from $424K in the plan year 2023 filing to $481K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 463142310 · Erhardt Group, LLC PY 2024 · 401(k)

Erhardt Group, LLC 401(k) · $481K · 3 · 17th

  • BOY $481K
  • SCH 3
  • EBSA 17th
  • PART 401(k)
  • TYPE near Esperanza Ventures Corporation 401(k) Plan
  • NET ind #1364

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 Real Estate retirement plans → · Plans in Oklahoma →

Erhardt Group, LLC 401(k) in the asset neighbourhood

Erhardt Group, LLC 401(k)$481KEsperanza Ventures Corporation 401(k) PlanEsperanza Ventures Corporati…$481KCansortium Holdings 401(k) PlanCansortium Holdings 401(k) P…$482KHolladay Hospitality Group 401(k) PlanHolladay Hospitality Group 4…$481KWynden Stark LLC 401(k) Profit Sharing Plan and Trust (External)Wynden Stark LLC 401(k) Prof…$482K
End-of-year total assets ($M) among Erhardt Group, LLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Erhardt Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Erhardt Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$481K 32.43943565889767% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 202220232024 $0.36M $0.48M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 4 $364K
2023 1 3 $424K
2024 1 3 $481K

Erhardt Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$424K
Net Assets (End of Year)$481K
Net Income$58K
Employer EIN463142310
Plan Effective Date2016-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Erhardt Group, LLC 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Erhardt Group, LLC 401(k), Total assets ($B): 0.000481469 · Participants: 3Erhardt Group, LLC 401(k)Quiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Erhardt Group, LLC 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Erhardt Group, LLC 401(k) side-by-side with 3 peers →

Erhardt Group, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Esperanza Ventures Corporation 401(k) Plan in TX ($481K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Erhardt Group, LLC 401(k) assets move in 2024? ▼
Erhardt Group, LLC 401(k) grew at a solid clip - up 13.6% during 2024, from $424K to $481K. Reported net income was $58K.
How have Erhardt Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Erhardt Group, LLC's sponsor-wide assets grew 32.4%, from $364K to $481K.
Where does Erhardt Group, LLC 401(k) rank by assets among Form 5500 filers? ▼
Erhardt Group, LLC 401(k) ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Erhardt Group, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Esperanza Ventures Corporation 401(k) Plan in TX ($481K, 12 participants).
Which 401(k) plans cover a similar participant headcount to Erhardt Group, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 463142310.

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.