401(k) · DOL Form 5500 · 2024
Ethos Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $59M
- Total assets
- 580
- Participants
- 86th
- Percentile by assets
- $101,963
- Avg per participant
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.
- 86th percentile by assets (of 123,622 plans)
- #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.
- $59M
- total plan assets (2024 EOY)
- 580
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $101,963
- avg assets per participant
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.
Ethos Group 401(k) Plan vs the 2024 asset distribution
By assets, Ethos Group 401(k) Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $13M |
| Employer EIN | 752672389 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ethos Group, Inc.)
| 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
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ethos Group 401(k) Plan by total assets, not by location.
- Cgi Technologies and Solutions Sca 401(k) Savings Plan (VA) $59M · 2,250
- Southwoods Health 401(k) Plan (OH) $59M · 1,081
- Farmers Alliance Companies 401(k) Plan (KS) $59M · 245
- Boston School Bus Drivers Deferred Retirement and Savings Plan (MA) $59M · 887
Frequently Asked Questions
How did Ethos Group 401(k) Plan assets move in 2024? ▼
How have Ethos Group, Inc. plan assets changed over time? ▼
Where does Ethos Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ethos Group 401(k) Plan? ▼
Next read for Ethos Group 401(k) Plan
Scale reading
Ways to act on Ethos Group 401(k) Plan's numbers.
- By total assets, Ethos Group 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Ethos Group, Inc.'s sponsor-wide assets have grown 77.2% since 2022 across 3 plan years on file. More Finance & Insurance plans