401(k) · DOL Form 5500 · 2022

Efficient Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
25
Participants Small participant base
70th
Percentile by assets National rank
$534,712
Avg per participant High balance/head
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Official DOL plan name: Efficient Capital Management, LLC 401(k) Plan · Sponsored by Efficient Capital Management, LLC · Illinois · Finance & Insurance

$13M in assets, 25 participants

Efficient Capital Management, LLC's Efficient Capital Management, LLC 401(k) Plan reported $13M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,065 in Finance & Insurance (9,261 peers)

Efficient Capital Management, LLC multi-year trail

Efficient Capital Management, LLC's plans moved +46.7% in assets from 2022 to 2024; this filing shows Efficient Capital Management, LLC 401(k) Plan at $13M / 25 participants.

#5,065
in Finance & Insurance (9,261 peers)
-15.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Efficient Capital Management, LLC 401(k) Plan's outsized position by total assets

Efficient Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$13,367,795 Top 30% higher than 70% 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

Efficient Capital Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Efficient Capital Management, LLC 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 364276379 · Efficient Capital Management, LLC PY 2022 · 401(k)

Efficient Capital Management, LLC 401(k) Plan · $13M · 25 · 70th

  • NET $13M
  • BOOK 25
  • VS-ST 70th
  • BOY 401(k)
  • SCH near Spiral Binding, LLC 401(k) Profit Sharing Plan
  • EBSA ind #5065

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 Illinois →

Efficient Capital Management, LLC 401(k) Plan in the asset neighbourhood

Efficient Capital Management, LLC 401(k) PlanEfficient Capital Management…$13MSpiral Binding, LLC 401(k) Profit Sharing PlanSpiral Binding, LLC 401(k) P…$13MHigh Falls Operating Co. LLC Hourly Employees 401(k) PlanHigh Falls Operating Co. LLC…$13MTacala, LLC 401(k) Retirement Savings PlanTacala, LLC 401(k) Retiremen…$13MRuen Drilling, Inc. 401(k) PlanRuen Drilling, Inc. 401(k) P…$13M
End-of-year total assets ($M) among Efficient Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Efficient Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Efficient Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 46.65470258932008% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.4M $19.6M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 25 $13M
2023 1 25 $16M
2024 1 28 $20M

Efficient Capital Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN364276379
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Efficient Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Efficient Capital Management, LLC 401(k) Plan, Total assets ($B): 0.013367795 · Participants: 25Efficient Capital Management, LLC 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Efficient Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Efficient Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Efficient Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Spiral Binding, LLC 401(k) Profit Sharing Plan in NJ ($13M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Efficient Capital Management, LLC 401(k) Plan assets move in 2022? ▼
Efficient Capital Management, LLC 401(k) Plan declined sharply - down 15.3% during 2022, from $16M to $13M. Reported net income was -$2M.
How have Efficient Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efficient Capital Management, LLC's sponsor-wide assets grew 46.7%, from $13M to $20M.
Which 401(k) plans are similar in size to Efficient Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spiral Binding, LLC 401(k) Profit Sharing Plan in NJ ($13M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Efficient Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M 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 364276379.

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.