401(k) · DOL Form 5500 · 2024

Ethos Group, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
580
Participants Below avg headcount
86th
Percentile by assets National rank
$101,963
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ethos Group 401(k) Plan · Sponsored by Ethos Group, Inc. · Texas · Finance & Insurance

$59M in assets, 580 participants

Ethos Group, Inc.'s Ethos Group 401(k) Plan reported $59M in total assets and 580 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.

  • #6,688 in Finance & Insurance (8,549 peers)

Where Ethos Group 401(k) Plan sits by assets

Ethos Group 401(k) Plan sits in the top quartile of all filed plans by assets, $59M for 580 participants (~$101,963/participant), up 27.4% in 2024.

#6,688
in Finance & Insurance (8,549 peers)
+27.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ethos Group 401(k) Plan's outsized position by total assets

Ethos Group 401(k) Plan vs every filed plan by assets

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

$59,138,367 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

Ethos Group 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. Ethos Group 401(k) Plan sits mid-pack in the medium band (580 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ethos Group 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • Ethos Group 401(k) Plan reported participants rose from 462 in the plan year 2023 filing to 580 in the plan year 2024 filing.
  • Ethos Group 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 752672389 · Ethos Group, Inc. PY 2024 · 401(k)

Ethos Group 401(k) Plan · $59M · 580 · 86th

  • 5500 $59M
  • ASSETS 580
  • PCT 86th
  • EIN 401(k)
  • RANK near Cgi Technologies and Solutions Sca 401(k) Savings Plan
  • PHOTO ind #6688

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 Texas →

Ethos Group 401(k) Plan in the asset neighbourhood

Ethos Group 401(k) Plan$59MCgi Technologies and Solutions Sca 401(k) Savings PlanCgi Technologies and Solutio…$59MSouthwoods Health 401(k) Plan$59MBoston School Bus Drivers Deferred Retirement and Savings PlanBoston School Bus Drivers De…$59MFarmers Alliance Companies 401(k) PlanFarmers Alliance Companies 4…$59M
End-of-year total assets ($M) among Ethos Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$59M
Net Income$13M
Employer EIN752672389
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethos Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$59M 77.15860191821271% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $33.4M $59.1M ▲ +77.2%
Year Plans Participants Total Assets
2022 1 379 $33M
2023 1 462 $46M
2024 1 580 $59M

Nearby 401(k) Plans in Texas

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

Ethos Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ethos Group 401(k) Plan, Total assets ($B): 0.059138367 · Participants: 580Ethos Group 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Ethos Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ethos Group 401(k) Plan side-by-side with 3 peers →

Ethos Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cgi Technologies and Solutions Sca 401(k) Savings Plan in VA ($59M); by covered participants it is Enviri Corporation Savings Plan in PA (580 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (580 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 Ethos Group 401(k) Plan assets move in 2024? ▼
Ethos Group 401(k) Plan grew sharply - up 27.4% during 2024, from $46M to $59M. Reported net income was $13M.
How have Ethos Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethos Group, Inc.'s sponsor-wide assets grew 77.2%, from $33M to $59M.
Where does Ethos Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Ethos Group 401(k) 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 Ethos Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cgi Technologies and Solutions Sca 401(k) Savings Plan in VA ($59M, 2,250 participants).
Which 401(k) plans cover a similar participant headcount to Ethos Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enviri Corporation Savings Plan in PA (580 participants, $82M 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 752672389.

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.