401(k) · DOL Form 5500 · 2022

Eagle Financial Services Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
380
Participants Below avg headcount
73rd
Percentile by assets National rank
$41,528
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eagle Financial 401(k) Plan · Sponsored by Eagle Financial Services Inc. · Kentucky · Finance & Insurance

$16M in assets, 380 participants

Eagle Financial Services Inc.'s Eagle Financial 401(k) Plan reported $16M in total assets and 380 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,427 in Finance & Insurance (9,261 peers)

Eagle Financial Services Inc. multi-year trail

Eagle Financial Services Inc.'s plans moved +52.5% in assets from 2022 to 2024; this filing shows Eagle Financial 401(k) Plan at $16M / 380 participants.

#5,427
in Finance & Insurance (9,261 peers)
-4.0%
assets change YoY

The plan reported a net loss of $663K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Eagle Financial 401(k) Plan's outsized position by total assets

Eagle Financial 401(k) Plan vs every filed plan by assets

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

$15,780,511 Top 27% higher than 73% 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

Eagle Financial 401(k) Plan 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. Eagle Financial 401(k) Plan sits mid-pack in the medium band (380 participants).

Plan-year Form 5500 strip

Filing strip 611260290 · Eagle Financial Services Inc. PY 2022 · 401(k)

Eagle Financial 401(k) Plan · $16M · 380 · 73rd

  • BOY $16M
  • SCH 380
  • EBSA 73rd
  • PART 401(k)
  • TYPE near Apeel Sciences 401(k) Plan
  • NET ind #5427

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 Finance & Insurance retirement plans → · Plans in Kentucky →

Eagle Financial 401(k) Plan in the asset neighbourhood

Eagle Financial 401(k) Plan$16MApeel Sciences 401(k) Plan$16MThe Clorox Company Ee Retirement Investment Plan for Puerto RicoThe Clorox Company Ee Retire…$16MLynker Corporation 401(k) Profit Sharing Plan and TrustLynker Corporation 401(k) Pr…$16MMannatech, Inc. 401(k) Plan$16M
End-of-year total assets ($M) among Eagle Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Eagle Financial Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Eagle Financial Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 52.49798311347459% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.8M $24.1M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 380 $16M
2023 1 427 $20M
2024 1 436 $24M

Eagle Financial Services Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income-$663K
Employer EIN611260290
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Eagle Financial 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Eagle Financial 401(k) Plan, Total assets ($B): 0.015780511 · Participants: 380Eagle Financial 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Eagle Financial 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Eagle Financial 401(k) Plan side-by-side with 3 peers →

Eagle Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Apeel Sciences 401(k) Plan in CA ($16M); by covered participants it is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Eagle Financial 401(k) Plan assets move in 2022? ▼
Eagle Financial 401(k) Plan edged down modestly - down 4.0% during 2022, from $16M to $16M. Reported net income was -$663K.
How have Eagle Financial Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eagle Financial Services Inc.'s sponsor-wide assets grew 52.5%, from $16M to $24M.
Which 401(k) plans are similar in size to Eagle Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apeel Sciences 401(k) Plan in CA ($16M, 370 participants).
Which 401(k) plans cover a similar participant headcount to Eagle Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants, N/A 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 611260290.

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.