401(k) · DOL Form 5500 · 2024

Etr Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
128
Participants Small participant base
78th
Percentile by assets National rank
$248,552
Avg per participant Above avg balance/head
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Official DOL plan name: Etr Associates, Inc. 401(k) Plan · Sponsored by Etr Associates, Inc. · California · Educational Services

$32M in assets, 128 participants

Etr Associates, Inc.'s Etr Associates, Inc. 401(k) Plan reported $32M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,297 in Educational Services (3,638 peers)

Coverage in California

Etr Associates, Inc. 401(k) Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $32M.

#2,297
in Educational Services (3,638 peers)
+9.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Etr Associates, Inc. 401(k) Plan's outsized position by total assets

Etr Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$31,814,715 Top 22% higher than 78% 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

Etr Associates, 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. Etr Associates, Inc. 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Etr Associates, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Etr Associates, Inc. 401(k) Plan reported participants fell from 148 in the plan year 2023 filing to 128 in the plan year 2024 filing.
  • Etr Associates, Inc. 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942760764 · Etr Associates, Inc. PY 2024 · 401(k)

Etr Associates, Inc. 401(k) Plan · $32M · 128 · 78th

  • NET $32M
  • BOOK 128
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Infusystem Holdings, Inc. 401(k) Plan
  • EBSA ind #2297

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 Educational Services retirement plans → · Plans in California →

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

Myron Manufacturing Corp 401(k) Retirement Savings PlanMyron Manufacturing Corp 401…$32MPurposebuilt Brands 401(k) PlanPurposebuilt Brands 401(k) P…$32MEtr Associates, Inc. 401(k) PlanEtr Associates, Inc. 401(k) …$32MInfusystem Holdings, Inc. 401(k) PlanInfusystem Holdings, Inc. 40…$32MS. Abraham & Sons 401(k) Retirement Savings PlanS. Abraham & Sons 401(k) Ret…$32M
End-of-year total assets ($M) among Etr Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$3M
Employer EIN942760764
Plan Effective Date2006-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Etr Associates, Inc.)

Sponsor-wide plan assets over time

All Etr Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 26.625131606341846% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.1M $31.8M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 157 $25M
2023 1 148 $29M
2024 1 128 $32M

Nearby 401(k) Plans in California

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

Etr Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Etr Associates, Inc. 401(k) Plan, Total assets ($B): 0.031814715 · Participants: 128Etr Associates, Inc. 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
Etr Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Etr Associates, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Infusystem Holdings, Inc. 401(k) Plan in MI ($32M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Etr Associates, Inc. 401(k) Plan assets move in 2024? ▼
Etr Associates, Inc. 401(k) Plan grew at a solid clip - up 9.6% during 2024, from $29M to $32M. Reported net income was $3M.
How have Etr Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Etr Associates, Inc.'s sponsor-wide assets grew 26.6%, from $25M to $32M.
Where does Etr Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Etr Associates, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Etr Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infusystem Holdings, Inc. 401(k) Plan in MI ($32M, 509 participants).
Which 401(k) plans cover a similar participant headcount to Etr Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kingland Systems, LLC 401(k) Plan in IA (128 participants, $18M 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 942760764.

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.