Profit Sharing · DOL Form 5500 · 2022
Efg USA Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $4.1M
- Avg per participant High balance/head
Official DOL plan name: Efg USA Inc. Retirement Plan · Sponsored by Efg USA Inc. · New York · Manufacturing
$4M in assets, 1 participants
Efg USA Inc.'s Efg USA Inc. Retirement Plan reported $4M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #6,128 in Manufacturing (20,602 peers)
Efg USA Inc. multi-year trail
Efg USA Inc.'s plans moved +95.2% in assets from 2022 to 2024; this filing shows Efg USA Inc. Retirement Plan at $4M / 1 participant.
- #6,128
- in Manufacturing (20,602 peers)
- $4M
- reported net income
Efg USA Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Efg USA Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,073,126 46th percentile higher than 46% 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
Efg USA Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Efg USA Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 882268442 · Efg USA Inc. PY 2022 · Profit Sharing
Efg USA Inc. Retirement Plan · $4M · 1 · 46th
- EOY $4M
- 5500 1
- ASSETS 46th
- PCT Profit Sharing
- EIN near Anderson and Carr, Inc. Profit Sharing Plan
- RANK ind #6128
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 Manufacturing retirement plans → · Plans in New York →
Efg USA Inc. Retirement Plan in the asset neighbourhood
Efg USA Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Efg USA Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 95.21802173563991% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $4M |
| 2023 | 1 | 1 | $6M |
| 2024 | 1 | 1 | $8M |
Efg USA Inc. filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $4M |
| Employer EIN | 882268442 |
| Plan Effective Date | 2022-05-27 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Efg USA Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Anderson and Carr, Inc. Profit Sharing Plan in FL ($4M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.