401(k) · DOL Form 5500 · 2022
Effie Worldwide Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $193,489
- Avg per participant Above avg balance/head
Official DOL plan name: Effie Worldwide Retirement Plan · Sponsored by Effie Worldwide Inc · New York · Professional & Technical Services
$3M in assets, 17 participants
Effie Worldwide Inc's Effie Worldwide Retirement Plan reported $3M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,507 in Professional & Technical Services (21,562 peers)
2022 asset change
Effie Worldwide Retirement Plan declined sharply 16.3% in 2022 ($4M → $3M) for 17 participants.
- #8,507
- in Professional & Technical Services (21,562 peers)
- -16.3%
- assets change YoY
The plan reported a net loss of $643K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Effie Worldwide Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Effie Worldwide Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,289,309 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Effie Worldwide Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Effie Worldwide Retirement Plan is a small filing (17 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 208875698 · Effie Worldwide Inc PY 2022 · 401(k)
Effie Worldwide Retirement Plan · $3M · 17 · 42nd
- PHOTO $3M
- IND 17
- EOY 42nd
- 5500 401(k)
- ASSETS near Exacta Land Surveyors 401(k) Plan
- PCT ind #8507
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 New York →
Effie Worldwide Retirement Plan in the asset neighbourhood
Effie Worldwide Inc years around the 2022 move
Sponsor-wide plan assets over time
All Effie Worldwide Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 3.2122552183452515% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $3M |
| 2023 | 1 | 31 | $4M |
| 2024 | 1 | 24 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$643K |
| Employer EIN | 208875698 |
| Plan Effective Date | 2013-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Effie Worldwide Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Exacta Land Surveyors 401(k) Plan in OH ($3M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Exacta Land Surveyors 401(k) Plan (OH) $3M · 381
- Mcfarland Truck Lines, Inc. 401(k) Plan (MN) $3M · 152
- Trusted.Com, LLC 401(k) & Profit Sharing Plan (VA) $3M · 27
- Pressure Biosciences, Inc. (MA) $3M · 15
Similar participant headcount
Nearest other-state filings by covered participants (17 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.