401(k) · DOL Form 5500 · 2024

Ethos Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
166
Participants Small participant base
60th
Percentile by assets National rank
$73,859
Avg per participant Below avg balance/head
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Official DOL plan name: Ethos Technologies, Inc. 401(k) Plan · Sponsored by Ethos Technologies, Inc. · Texas · Finance & Insurance

$12M in assets, 166 participants

Ethos Technologies, Inc.'s Ethos Technologies, Inc. 401(k) Plan reported $12M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,772 in Finance & Insurance (8,549 peers)

Coverage in Texas

Ethos Technologies, Inc. 401(k) Plan covers 166 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,772
in Finance & Insurance (8,549 peers)
+19.2%
assets growth YoY

Ethos Technologies, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Ethos Technologies, Inc. 401(k) Plan vs every filed plan by assets

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

$12,260,597 Top 40% higher than 60% 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 Technologies, Inc. 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 Technologies, Inc. 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ethos Technologies, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Ethos Technologies, Inc. 401(k) Plan reported participants fell from 233 in the plan year 2023 filing to 166 in the plan year 2024 filing.
  • Ethos Technologies, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813181024 · Ethos Technologies, Inc. PY 2024 · 401(k)

Ethos Technologies, Inc. 401(k) Plan · $12M · 166 · 60th

  • TYPE $12M
  • TYPE 166
  • TYPE 60th
  • TYPE 401(k)
  • TYPE near Paytech, Inc. 401(k) Plan
  • TYPE ind #3772

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 Technologies, Inc. 401(k) Plan in the asset neighbourhood

Ethos Technologies, Inc. 401(k) PlanEthos Technologies, Inc. 401…$12MPaytech, Inc. 401(k) Plan$12MUnited Refining Company of PA Incentive Savings PlanUnited Refining Company of P…$12MP & S and Related Entities 401(k) PlanP & S and Related Entities 4…$12MFuture Skys Inc 401(k) Plan$12M
End-of-year total assets ($M) among Ethos Technologies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN813181024
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethos Technologies, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$12M 93.60681728101467% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.33M $12.3M ▲ +93.7%
Year Plans Participants Total Assets
2022 1 281 $6M
2023 1 233 $10M
2024 1 166 $12M

Nearby 401(k) Plans in Texas

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

Ethos Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ethos Technologies, Inc. 401(k) Plan, Total assets ($B): 0.012260597 · Participants: 166Ethos Technologies, Inc. 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 Technologies, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ethos Technologies, Inc. 401(k) Plan side-by-side with 3 peers →

Ethos Technologies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Paytech, Inc. 401(k) Plan in CO ($12M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Technologies, Inc. 401(k) Plan assets move in 2024? ▼
Ethos Technologies, Inc. 401(k) Plan grew sharply - up 19.2% during 2024, from $10M to $12M. Reported net income was $2M.
How have Ethos Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethos Technologies, Inc.'s sponsor-wide assets grew 93.6%, from $6M to $12M.
Which 401(k) plans are similar in size to Ethos Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paytech, Inc. 401(k) Plan in CO ($12M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Ethos Technologies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 813181024.

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.