401(k) · DOL Form 5500 · 2022
Effingham Equity 401(k) Plan
Data updated 2026-08-11
- $56M
- Total assets
- 534
- Participants
- 89th
- Percentile by assets
- $105,056
- Avg per participant
Official DOL plan name: Effingham Equity Savings Plan & Trust · Sponsored by Effingham Equity · Illinois · Wholesale Trade
$56M in assets, 534 participants
Effingham Equity's Effingham Equity Savings Plan & Trust reported $56M in total assets and 534 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #6,174 in Wholesale Trade (6,843 peers)
Where Effingham Equity Savings Plan & Trust sits by assets
Effingham Equity Savings Plan & Trust sits in the top quartile of all filed plans by assets, $56M for 534 participants (~$105,056/participant), down 20.7% in 2022.
- $56M
- total plan assets (2022 EOY)
- 534
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $105,056
- avg assets per participant
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Effingham Equity Savings Plan & Trust vs the 2022 asset distribution
By assets, Effingham Equity Savings Plan & Trust outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$15M |
| Employer EIN | 370259470 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Effingham Equity)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 534 | $56M |
| 2023 | 1 | 556 | $70M |
| 2024 | 1 | 564 | $80M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Effingham Equity Savings Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Effingham Equity Savings Plan & Trust by total assets, not by location.
- Advanced Radiology Consultants, LLC Profit Sharing Plan (CT) $56M · 257
- Abel Hr Multi 401(k) and Savings Plan (NJ) $56M · 936
- Numerica Credit Union Retirement Plan (WA) $56M · 650
- Post Acute Medical, LLC 401(k) Plan (PA) $56M · 6,025
Frequently Asked Questions
How did Effingham Equity Savings Plan & Trust assets move in 2022? ▼
How have Effingham Equity plan assets changed over time? ▼
Where does Effingham Equity Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Effingham Equity Savings Plan & Trust? ▼
Next read for Effingham Equity Savings Plan & Trust
Scale reading
Ways to act on Effingham Equity Savings Plan & Trust's numbers.
- By total assets, Effingham Equity Savings Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Effingham Equity's sponsor-wide assets have grown 42.7% since 2022 across 3 plan years on file. More Wholesale Trade plans