401(k) · DOL Form 5500 · 2024
ERISA Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 7,404
- Participants Very large workforce
- 89th
- Percentile by assets National rank
- $10,899
- Avg per participant Low balance/head
Official DOL plan name: ERISA Partners, Inc. Pooled Employer Plan · Sponsored by ERISA Partners, Inc. · Tennessee · Professional & Technical Services
$81M in assets, 7,404 participants
ERISA Partners, Inc.'s ERISA Partners, Inc. Pooled Employer Plan reported $81M in total assets and 7,404 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,142 in Professional & Technical Services (20,173 peers)
Coverage in Tennessee
ERISA Partners, Inc. Pooled Employer Plan covers 7,404 participants in Tennessee, 6.6x the typical Tennessee plan (state average ~1,126 per filing). Assets: $81M.
- #18,142
- in Professional & Technical Services (20,173 peers)
- +95.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
ERISA Partners, Inc. Pooled Employer Plan's outsized position by total assets
ERISA Partners, Inc. Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,699,250 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
ERISA Partners, Inc. Pooled Employer Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. ERISA Partners, Inc. Pooled Employer Plan lands in the large band (7,404 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- ERISA Partners, Inc. Pooled Employer Plan end-of-year assets rose from $41M in the plan year 2023 filing to $81M in the plan year 2024 filing.
- ERISA Partners, Inc. Pooled Employer Plan reported net income rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- ERISA Partners, Inc. Pooled Employer Plan reported participants rose from 5,372 in the plan year 2023 filing to 7,404 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 640815705 · ERISA Partners, Inc. PY 2024 · 401(k)
ERISA Partners, Inc. Pooled Employer Plan · $81M · 7,404 · 89th
- VS-ST $81M
- BOY 7,404
- SCH 89th
- EBSA 401(k)
- PART near First Community Bankshares, Inc. Employee Stock Ownership and Savings Plan
- TYPE ind #18142
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 Tennessee →
ERISA Partners, Inc. Pooled Employer Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $14M |
| Employer EIN | 640815705 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ERISA Partners, Inc.)
Sponsor-wide plan assets over time
All ERISA Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 647.0342603093306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $11M |
| 2023 | 1 | 5,372 | $41M |
| 2024 | 1 | 7,404 | $81M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Scale composition for ERISA Partners, Inc. Pooled Employer Plan
ERISA Partners, Inc. Pooled Employer Plan reports $81M in end-of-year assets across 7,404 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $10,899 per participant (8% of the national average assets-per-participant) . Net income for plan year 2024 was $14M.
This plan identity (EIN 640815705, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $11M to $81M (+647.0%) while covered participants moved from N/A to 7,404 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | N/A | $11M | Open filing |
| 2023 | 5,372 | $41M | Open filing |
| 2024 · index core | 7,404 | $81M | This page |
ERISA Partners, Inc. Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is First Community Bankshares, Inc. Employee Stock Ownership and Savings Plan in VA ($81M); by covered participants it is Serco Inc. 401(k) Retirement Plan in VA (7,402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,404 participants); asset peers above are excluded.
- Serco Inc. 401(k) Retirement Plan (VA) 7,402 · 2 off
- Canon Employee Savings and Retirement Plan (NY) 7,400 · 4 off
- U.S. Renal Care, Inc. Profit Sharing Plan (TX) 7,409 · 5 off
- Club Retirement Plan (VA) 7,409 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.