401(k) · DOL Form 5500 · 2022

Effingham Equity 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
534
Participants Below avg headcount
89th
Percentile by assets National rank
$105,056
Avg per participant Below avg balance/head
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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.

  • #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.

#6,174
in Wholesale Trade (6,843 peers)
-20.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

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's outsized position by total assets

Effingham Equity Savings Plan & Trust vs every filed plan by assets

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

$56,099,729 Top 11% higher than 89% 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

Effingham Equity Savings Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Effingham Equity Savings Plan & Trust sits mid-pack in the medium band (534 participants).

Plan-year Form 5500 strip

Filing strip 370259470 · Effingham Equity PY 2022 · 401(k)

Effingham Equity Savings Plan & Trust · $56M · 534 · 89th

  • ASSETS $56M
  • ASSETS 534
  • ASSETS 89th
  • ASSETS 401(k)
  • ASSETS near Advanced Radiology Consultants, LLC Profit Sharing Plan
  • ASSETS ind #6174

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 Wholesale Trade retirement plans → · Plans in Illinois →

Effingham Equity Savings Plan & Trust in the asset neighbourhood

Numerica Credit Union Retirement PlanNumerica Credit Union Retire…$56MPost Acute Medical, LLC 401(k) PlanPost Acute Medical, LLC 401(…$56MEffingham Equity Savings Plan & TrustEffingham Equity Savings Pla…$56MAdvanced Radiology Consultants, LLC Profit Sharing PlanAdvanced Radiology Consultan…$56MAbel Hr Multi 401(k) and Savings PlanAbel Hr Multi 401(k) and Sav…$56M
End-of-year total assets ($M) among Effingham Equity Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$56M
Net Income-$15M
Employer EIN370259470
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Effingham Equity)

Sponsor-wide plan assets over time

All Effingham Equity plans reported in each filing year

Latest sponsor-wide plan assets
$80M 42.68548962152741% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.1M $80.1M ▲ +42.7%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Effingham Equity Savings Plan & Trust, Total assets ($B): 0.056099729 · Participants: 534Effingham Equity Savings Plan & TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Effingham Equity Savings Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Effingham Equity Savings Plan & Trust side-by-side with 3 peers →

Effingham Equity Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Advanced Radiology Consultants, LLC Profit Sharing Plan in CT ($56M); by covered participants it is Markham Contracting Co., Inc. 401(k) Profit Sharing Plan in AZ (534 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (534 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 Effingham Equity Savings Plan & Trust assets move in 2022? ▼
Effingham Equity Savings Plan & Trust declined sharply - down 20.7% during 2022, from $71M to $56M. Reported net income was -$15M.
How have Effingham Equity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Effingham Equity's sponsor-wide assets grew 42.7%, from $56M to $80M.
Where does Effingham Equity Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Effingham Equity Savings Plan & Trust ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Effingham Equity Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Radiology Consultants, LLC Profit Sharing Plan in CT ($56M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Effingham Equity Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Markham Contracting Co., Inc. 401(k) Profit Sharing Plan in AZ (534 participants, $10M 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 370259470.

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.