401(k) · DOL Form 5500 · 2022

Efg Capital International Corp. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
142
Participants Small participant base
83rd
Percentile by assets National rank
$212,124
Avg per participant Above avg balance/head
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Official DOL plan name: Efgi U.S. Companies 401(k) Plan · Sponsored by Efg Capital International Corp. · Florida · Finance & Insurance

$30M in assets, 142 participants

Efg Capital International Corp.'s Efgi U.S. Companies 401(k) Plan reported $30M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,698 in Finance & Insurance (9,261 peers)

Coverage in Florida

Efgi U.S. Companies 401(k) Plan covers 142 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $30M.

#6,698
in Finance & Insurance (9,261 peers)
-17.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Efgi U.S. Companies 401(k) Plan's outsized position by total assets

Efgi U.S. Companies 401(k) Plan vs every filed plan by assets

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

$30,121,668 Top 17% higher than 83% 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

Efgi U.S. Companies 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. Efgi U.S. Companies 401(k) Plan sits mid-pack in the medium band (142 participants).

Published 5500 schedule card

Filing strip 650634942 · Efg Capital International Corp. PY 2022 · 401(k)

Efgi U.S. Companies 401(k) Plan · $30M · 142 · 83rd

  • TYPE $30M
  • TYPE 142
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near Movers Specialty Service, Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #6698

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 Florida →

Efgi U.S. Companies 401(k) Plan in the asset neighbourhood

Efgi U.S. Companies 401(k) PlanEfgi U.S. Companies 401(k) P…$30MMovers Specialty Service, Inc. 401(k) Profit Sharing Plan and TrustMovers Specialty Service, In…$30MFerguson & Shamamian Architects, LLP 401(k) Savings and Profit Sharing PlanFerguson & Shamamian Archite…$30MWohlsen Construction Company 401(k) PlanWohlsen Construction Company…$30MFairfield County Healthcare Associates, P.C. 401(k) Profit Sharing PlanFairfield County Healthcare …$30M
End-of-year total assets ($M) among Efgi U.S. Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$30M
Net Income-$6M
Employer EIN650634942
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Efg Capital International Corp.)

Sponsor-wide plan assets over time

All Efg Capital International Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 46.770129064565744% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.1M $44.2M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 142 $30M
2023 1 150 $38M
2024 1 147 $44M

Nearby 401(k) Plans in Florida

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

Efgi U.S. Companies 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Efgi U.S. Companies 401(k) Plan, Total assets ($B): 0.030121668 · Participants: 142Efgi U.S. Companies 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Efgi U.S. Companies 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Efgi U.S. Companies 401(k) Plan side-by-side with 3 peers →

Efgi U.S. Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Movers Specialty Service, Inc. 401(k) Profit Sharing Plan and Trust in PA ($30M); by covered participants it is Kent Materials 401(k) in LA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Efgi U.S. Companies 401(k) Plan assets move in 2022? ▼
Efgi U.S. Companies 401(k) Plan declined sharply - down 17.0% during 2022, from $36M to $30M. Reported net income was -$6M.
How have Efg Capital International Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efg Capital International Corp.'s sponsor-wide assets grew 46.8%, from $30M to $44M.
Where does Efgi U.S. Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Efgi U.S. Companies 401(k) Plan ranks in the 83rd 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 Efgi U.S. Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Movers Specialty Service, Inc. 401(k) Profit Sharing Plan and Trust in PA ($30M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Efgi U.S. Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (142 participants, $159K 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 650634942.

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.