401(k) · DOL Form 5500 · 2024

Ellis George LLP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
93
Participants Small participant base
62nd
Percentile by assets National rank
$142,441
Avg per participant Near avg balance/head
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Official DOL plan name: Ellis George LLP 401(k) Plan · Sponsored by Ellis George LLP · California · Professional & Technical Services

$13M in assets, 93 participants

Ellis George LLP's Ellis George LLP 401(k) Plan reported $13M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,248 in Professional & Technical Services (20,173 peers)

Ellis George LLP multi-year trail

Ellis George LLP's plans moved +41.9% in assets from 2022 to 2024; this filing shows Ellis George LLP 401(k) Plan at $13M / 93 participants.

#12,248
in Professional & Technical Services (20,173 peers)
+10.6%
assets growth YoY

Ellis George LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ellis George LLP 401(k) Plan vs every filed plan by assets

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

$13,247,006 Top 38% higher than 62% 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

Ellis George LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellis George LLP 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ellis George LLP 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ellis George LLP 401(k) Plan reported participants fell from 105 in the plan year 2023 filing to 93 in the plan year 2024 filing.
  • Ellis George LLP 401(k) Plan end-of-year assets rose from $12M 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 953970923 · Ellis George LLP PY 2024 · 401(k)

Ellis George LLP 401(k) Plan · $13M · 93 · 62nd

  • NET $13M
  • BOOK 93
  • VS-ST 62nd
  • BOY 401(k)
  • SCH near Mike Anderson Chevrolet of Merrillville 401(k) Plan
  • EBSA ind #12248

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 Professional & Technical Services retirement plans → · Plans in California →

Ellis George LLP 401(k) Plan in the asset neighbourhood

Ellis George LLP 401(k) Plan$13MMike Anderson Chevrolet of Merrillville 401(k) PlanMike Anderson Chevrolet of M…$13MM.a. Brightbill Body Works, Inc. 401(k) Profit Sharing PlanM.a. Brightbill Body Works, …$13MRaventek Solution Partners, LLC 401(k) PlanRaventek Solution Partners, …$13MNcsp Salary 401(k) Plan$13M
End-of-year total assets ($M) among Ellis George LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ellis George LLP multi-year asset trail

Sponsor-wide plan assets over time

All Ellis George LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 41.93811278219254% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.33M $13.3M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 95 $9M
2023 1 105 $12M
2024 1 93 $13M

Ellis George LLP filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN953970923
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ellis George LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ellis George LLP 401(k) Plan, Total assets ($B): 0.013247006 · Participants: 93Ellis George LLP 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ellis George LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ellis George LLP 401(k) Plan side-by-side with 3 peers →

Ellis George LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mike Anderson Chevrolet of Merrillville 401(k) Plan in IN ($13M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Ellis George LLP 401(k) Plan assets move in 2024? ▼
Ellis George LLP 401(k) Plan grew at a solid clip - up 10.6% during 2024, from $12M to $13M. Reported net income was $1M.
How have Ellis George LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellis George LLP's sponsor-wide assets grew 41.9%, from $9M to $13M.
Which 401(k) plans are similar in size to Ellis George LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mike Anderson Chevrolet of Merrillville 401(k) Plan in IN ($13M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Ellis George LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M 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 953970923.

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.