401(k) · DOL Form 5500 · 2022
Effectus Group 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $52,255
- Avg per participant Low balance/head
Official DOL plan name: Effectus Group 401(k) Savings Plan · Sponsored by Effectus Group · California · Professional & Technical Services
$6M in assets, 116 participants
Effectus Group's Effectus Group 401(k) Savings Plan reported $6M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #11,332 in Professional & Technical Services (21,562 peers)
Coverage in California
Effectus Group 401(k) Savings Plan covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $6M.
- #11,332
- in Professional & Technical Services (21,562 peers)
- +24.3%
- assets growth YoY
Effectus Group 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Effectus Group 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,061,588 Top 45% higher than 55% 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
Effectus Group 401(k) Savings 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. Effectus Group 401(k) Savings Plan sits mid-pack in the medium band (116 participants).
EBSA filing schedule strip
Filing strip 471510914 · Effectus Group PY 2022 · 401(k)
Effectus Group 401(k) Savings Plan · $6M · 116 · 55th
- SCH $6M
- EBSA 116
- PART 55th
- TYPE 401(k)
- NET near Mountain Energy Services Inc. 401(k) Plan
- BOOK ind #11332
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 California →
Effectus Group 401(k) Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 471510914 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Effectus Group)
Sponsor-wide plan assets over time
All Effectus Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 138.2721986383766% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $6M |
| 2023 | 1 | 155 | $11M |
| 2024 | 1 | 179 | $14M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Effectus Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Mountain Energy Services Inc. 401(k) Plan in PA ($6M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- Osprey Packs, Inc. 401(k) Profit Sharing Plan (CO) 116 · 0 off
- Discovery Park of America, Inc. 401(k) Plan (TN) 116 · 0 off
- Datassential, Inc. 401(k) Plan (IL) 116 · 0 off
- William Penn Bank 401(k) Retirement Savings Plan (PA) 116 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.