ESOP · DOL Form 5500 · 2022

Efs Wealth Management Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
37th
Percentile by assets National rank
$353,288
Avg per participant High balance/head
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Official DOL plan name: Efs Wealth Management Employee Stock Ownership Plan · Sponsored by Efs Wealth Management Inc · Iowa · Finance & Insurance

$2M in assets, 7 participants

Efs Wealth Management Inc's Efs Wealth Management Employee Stock Ownership Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,322 in Finance & Insurance (9,261 peers)

Efs Wealth Management Inc multi-year trail

Efs Wealth Management Inc's plans moved -80.7% in assets from 2022 to 2024; this filing shows Efs Wealth Management Employee Stock Ownership Plan at $2M / 7 participants.

#2,322
in Finance & Insurance (9,261 peers)
-0.7%
assets change YoY

Efs Wealth Management Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Efs Wealth Management Employee Stock Ownership Plan vs every filed plan by assets

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

$2,473,016 37th percentile higher than 37% 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

Efs Wealth Management Employee Stock Ownership 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. Efs Wealth Management Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 810942868 · Efs Wealth Management Inc PY 2022 · ESOP

Efs Wealth Management Employee Stock Ownership Plan · $2M · 7 · 37th

  • RANK $2M
  • RANK 7
  • RANK 37th
  • RANK ESOP
  • RANK near Employee Stock Ownership Plan of Lakeshore Bancorp, Inc.
  • RANK ind #2322

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 What is an ESOP? → · Plans in Iowa →

Efs Wealth Management Employee Stock Ownership Plan in the asset neighbourhood

Efs Wealth Management Employee Stock Ownership PlanEfs Wealth Management Employ…$2MEmployee Stock Ownership Plan of Lakeshore Bancorp, Inc.Employee Stock Ownership Pla…$2MWard Engineering Company Employee Stock Ownership PlanWard Engineering Company Emp…$2MHand Construction Co., Inc. Employee Stock Ownership PlanHand Construction Co., Inc. …$2MSls Arts, Inc. Employee Stock Ownership PlanSls Arts, Inc. Employee Stoc…$2M
End-of-year total assets ($M) among Efs Wealth Management Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Efs Wealth Management Inc multi-year asset trail

Sponsor-wide plan assets over time

All Efs Wealth Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$477K 80.7156120300071% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.47M $0.48M ▼ -80.6%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $3M
2024 1 6 $477K

Efs Wealth Management Inc filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$65K
Employer EIN810942868
Plan Effective Date2016-04-20
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Efs Wealth Management Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Efs Wealth Management Employee Stock Ownership Plan, Total assets ($M): 2.473016 · Participants: 7Efs Wealth Management Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Efs Wealth Management Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Efs Wealth Management Employee Stock Ownership Plan side-by-side with 3 peers →

Efs Wealth Management Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Employee Stock Ownership Plan of Lakeshore Bancorp, Inc. in NY ($2M); by covered participants it is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Efs Wealth Management Employee Stock Ownership Plan assets move in 2022? ▼
Efs Wealth Management Employee Stock Ownership Plan held essentially flat - down 0.7% during 2022, from $2M to $2M. Reported net income was $65K.
How have Efs Wealth Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efs Wealth Management Inc's sponsor-wide assets declined 80.7%, from $2M to $477K.
Which ESOP plans are similar in size to Efs Wealth Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Lakeshore Bancorp, Inc. in NY ($2M, 88 participants).
Which ESOP plans cover a similar participant headcount to Efs Wealth Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 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 810942868.

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.