401(k) · DOL Form 5500 · 2022

Effort Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$379K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$189,712
Avg per participant Above avg balance/head
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Official DOL plan name: Effort Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Effort Investments, Inc. · Arizona · Retail Trade

$379K in assets, 2 participants

Effort Investments, Inc.'s Effort Investments, Inc. 401(k) Profit Sharing Plan reported $379K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,295 in Retail Trade (9,519 peers)

Effort Investments, Inc. multi-year trail

Effort Investments, Inc.'s plans moved -33.7% in assets from 2022 to 2024; this filing shows Effort Investments, Inc. 401(k) Profit Sharing Plan at $379K / 2 participants.

#2,295
in Retail Trade (9,519 peers)
-17.5%
assets change YoY

The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Effort Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Effort Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$379,424 16th percentile higher than 16% of 139,123 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 2022

Effort Investments, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Effort Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 832915417 · Effort Investments, Inc. PY 2022 · 401(k)

Effort Investments, Inc. 401(k) Profit Sharing Plan · $379K · 2 · 16th

  • RANK $379K
  • RANK 2
  • RANK 16th
  • RANK 401(k)
  • RANK near Firstpro, Inc. 401(k) Plan
  • RANK ind #2295

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 Retail Trade retirement plans → · Plans in Arizona →

Effort Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Effort Investments, Inc. 401(k) Profit Sharing PlanEffort Investments, Inc. 401…$379KFirstpro, Inc. 401(k) Plan$379KEmikai Inc. 401(k) Plan$379KRabmcs, Inc 401(k) Plan$379KForus 401(k)$380K
End-of-year total assets ($M) among Effort Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Effort Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Effort Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$251K 33.73112929071434% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.38M $0.25M ▼ -34.2%
Year Plans Participants Total Assets
2022 1 2 $379K
2023 1 2 $290K
2024 1 3 $251K

Effort Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$460K
Net Assets (End of Year)$379K
Net Income-$81K
Employer EIN832915417
Plan Effective Date2018-12-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Effort Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Effort Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000379424 · Participants: 2Effort Investments, Inc. 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Effort Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Effort Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Effort Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Firstpro, Inc. 401(k) Plan in GA ($379K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($379K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Effort Investments, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Effort Investments, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.5% during 2022, from $460K to $379K. Reported net income was -$81K.
How have Effort Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Effort Investments, Inc.'s sponsor-wide assets declined 33.7%, from $379K to $251K.
Where does Effort Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Effort Investments, Inc. 401(k) Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Effort Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firstpro, Inc. 401(k) Plan in GA ($379K, 319 participants).
Which 401(k) plans cover a similar participant headcount to Effort Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832915417.

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.