401(k) · DOL Form 5500 · 2024
Lerch, Early & Brewer Chartered 401(k) Plan
Data updated 2026-08-25
- $100M
- Total assets Below avg plan size
- 129
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $771,736
- Avg per participant High balance/head
Official DOL plan name: Lerch, Early and Brewer Chartered 401(k) Plan · Sponsored by Lerch, Early & Brewer Chartered · Maryland · Professional & Technical Services
$100M in assets, 129 participants
Lerch, Early & Brewer Chartered's Lerch, Early and Brewer Chartered 401(k) Plan reported $100M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,462 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
Lerch, Early and Brewer Chartered 401(k) Plan covers 129 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $100M.
- #18,462
- in Professional & Technical Services (20,173 peers)
- +22.2%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Lerch, Early and Brewer Chartered 401(k) Plan's outsized position by total assets
Lerch, Early and Brewer Chartered 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,553,883 Top 10% higher than 90% 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
Lerch, Early and Brewer Chartered 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. Lerch, Early and Brewer Chartered 401(k) Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lerch, Early and Brewer Chartered 401(k) Plan end-of-year assets rose from $81M in the plan year 2023 filing to $100M in the plan year 2024 filing.
- Lerch, Early and Brewer Chartered 401(k) Plan reported participants rose from 115 in the plan year 2023 filing to 129 in the plan year 2024 filing.
- Lerch, Early and Brewer Chartered 401(k) Plan reported net income rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 521037344 · Lerch, Early & Brewer Chartered PY 2024 · 401(k)
Lerch, Early and Brewer Chartered 401(k) Plan · $100M · 129 · 90th
- PART $100M
- TYPE 129
- NET 90th
- BOOK 401(k)
- VS-ST near Stimson Lumber Company 401(k) Plan
- BOY ind #18462
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 Maryland →
Lerch, Early and Brewer Chartered 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $18M |
| Employer EIN | 521037344 |
| Plan Effective Date | 1983-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lerch, Early & Brewer Chartered)
Sponsor-wide plan assets over time
All Lerch, Early & Brewer Chartered plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 55.02016452611452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $64M |
| 2023 | 1 | 115 | $81M |
| 2024 | 1 | 129 | $100M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Lerch, Early and Brewer Chartered 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Stimson Lumber Company 401(k) Plan in OR ($100M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- Stimson Lumber Company 401(k) Plan (OR) $100M · 504
- Marcone Appliance Parts Center 401(k) Profit Sharing Plan (MO) $100M · 1,992
- Interstate and Istate 401(k) Profit Sharing Plan (MN) $100M · 1,536
- Nexxen Inc. 401(k) Plan (NY) $100M · 555
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Howard's Appliances 401(k) Plan (CA) 129 · 0 off
- Wellframe 401(k) Plan (MA) 129 · 0 off
- Prkk, LLC Retirement Trust (NM) 129 · 0 off
- Lake Doctors Inc. 401(k) Profit Sharing Plan & Trust (FL) 129 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.