401(k) · DOL Form 5500 · 2022

Effex Management Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$14K
Total assets Small plan by assets
523
Participants Below avg headcount
2nd
Percentile by assets National rank
$27
Avg per participant Low balance/head
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Official DOL plan name: Effex 401(k) Plan · Sponsored by Effex Management Solutions, LLC · Texas · Administrative & Support Services

$14K in assets, 523 participants

Effex Management Solutions, LLC's Effex 401(k) Plan reported $14K in total assets and 523 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #171 in Administrative & Support Services (4,927 peers)

Effex Management Solutions, LLC multi-year trail

Effex Management Solutions, LLC's plans moved -55.8% in assets from 2022 to 2023; this filing shows Effex 401(k) Plan at $14K / 523 participants.

#171
in Administrative & Support Services (4,927 peers)
+853.1%
assets growth YoY

Effex 401(k) Plan among the smaller filed plans by assets

Effex 401(k) Plan vs every filed plan by assets

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

$14,278 2nd percentile higher than 2% 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

Effex 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. Effex 401(k) Plan sits mid-pack in the medium band (523 participants).

EBSA filing schedule strip

Filing strip 272222855 · Effex Management Solutions, LLC PY 2022 · 401(k)

Effex 401(k) Plan · $14K · 523 · 2nd

  • BOY $14K
  • SCH 523
  • EBSA 2nd
  • PART 401(k)
  • TYPE near Aviation Completion Innovation 401(k) Profit Sharing Plan & Trust
  • NET ind #171

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 Administrative & Support Services retirement plans → · Plans in Texas →

Effex 401(k) Plan in the asset neighbourhood

Effex 401(k) Plan$14KAviation Completion Innovation 401(k) Profit Sharing Plan & TrustAviation Completion Innovati…$14KDilwicius Enterprises 401(k) PlanDilwicius Enterprises 401(k)…$14KFrisco Boutique, Inc. 401(k) PlanFrisco Boutique, Inc. 401(k)…$14KTlc Home, Corp 401(k) Profit Sharing PlanTlc Home, Corp 401(k) Profit…$14K
End-of-year total assets ($M) among Effex 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Effex Management Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Effex Management Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$62K 55.813157425566054% vs 2022
2023 filing year
$0.05M$0.1M$0.15M 20222023 $0.14M $0.06M ▼ -57.1%
Year Plans Participants Total Assets
2022 5 2,681 $140K
2023 1 300 $62K

Effex Management Solutions, LLC filing trail (2022)

Total Assets (Beginning of Year)$1K
Net Assets (End of Year)$14K
Net Income$13K
Employer EIN272222855
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Effex 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Effex 401(k) Plan, Total assets ($B): 0.000014278 · Participants: 523Effex 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Effex 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Effex 401(k) Plan side-by-side with 3 peers →

Effex 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Aviation Completion Innovation 401(k) Profit Sharing Plan & Trust in NJ ($14K); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (523 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (523 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 Effex 401(k) Plan assets move in 2022? ▼
Effex 401(k) Plan surged - up 853.1% during 2022, from $1K to $14K. Reported net income was $13K.
How have Effex Management Solutions, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Effex Management Solutions, LLC's sponsor-wide assets declined 55.8%, from $140K to $62K.
Where does Effex 401(k) Plan rank by assets among Form 5500 filers? ▼
Effex 401(k) Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Effex 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aviation Completion Innovation 401(k) Profit Sharing Plan & Trust in NJ ($14K, 34 participants).
Which 401(k) plans cover a similar participant headcount to Effex 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (523 participants, $651K 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 272222855.

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.