401(k) · DOL Form 5500 · 2024
Earned Wealth Operating Company 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 96
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $263,968
- Avg per participant High balance/head
Official DOL plan name: Earned Wealth 401(k) Plan · Sponsored by Earned Wealth Operating Company · California · Professional & Technical Services
$25M in assets, 96 participants
Earned Wealth Operating Company's Earned Wealth 401(k) Plan reported $25M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #15,009 in Professional & Technical Services (20,173 peers)
Where Earned Wealth 401(k) Plan sits by assets
Earned Wealth 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 96 participants (~$263,968/participant), up 9.9% in 2024.
- #15,009
- in Professional & Technical Services (20,173 peers)
- +9.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Earned Wealth 401(k) Plan's outsized position by total assets
Earned Wealth 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,340,957 Top 25% higher than 75% 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
Earned Wealth 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. Earned Wealth 401(k) Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Earned Wealth 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Earned Wealth 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Earned Wealth 401(k) Plan reported participants rose from 91 in the plan year 2023 filing to 96 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 943076665 · Earned Wealth Operating Company PY 2024 · 401(k)
Earned Wealth 401(k) Plan · $25M · 96 · 75th
- ASSETS $25M
- ASSETS 96
- ASSETS 75th
- ASSETS 401(k)
- ASSETS near The Bank of Greene County Employees' Savings & Profit Sharing Plan and Trust
- ASSETS ind #15009
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 →
Earned Wealth 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 943076665 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Earned Wealth Operating Company)
Sponsor-wide plan assets over time
All Earned Wealth Operating Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 35.538188234146375% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 82 | $19M |
| 2023 | 1 | 91 | $23M |
| 2024 | 1 | 96 | $25M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Earned Wealth 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Bank of Greene County Employees' Savings & Profit Sharing Plan and Trust in NY ($25M); by covered participants it is Living Proof, Inc. 401(k) Profit Sharing Plan and Trust in MA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Living Proof, Inc. 401(k) Profit Sharing Plan and Trust (MA) 96 · 0 off
- Burns Management Corporation 401(k) Plan (NY) 96 · 0 off
- Columbia Academy 401(k) Plan (DE) 96 · 0 off
- Hurley & Associates Savings & Retirement Plan (MO) 96 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.