401(k) · DOL Form 5500 · 2022
Effective Planning Innovative Communication, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $44,620
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc. · Sponsored by Effective Planning Innovative Communication, Inc. · Hawaii · Healthcare & Social Assistance
$4M in assets, 93 participants
Effective Planning Innovative Communication, Inc.'s 403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc. reported $4M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #10,417 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc. grew sharply 21.1% in 2022 ($3M → $4M) for 93 participants.
- #10,417
- in Healthcare & Social Assistance (20,060 peers)
- +21.1%
- assets growth YoY
403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,149,690 47th percentile higher than 47% 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
403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc. is a small filing (93 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 990333370 · Effective Planning Innovative Communication, Inc. PY 2022 · 401(k)
403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc. · $4M · 93 · 47th
- BOY $4M
- BOY 93
- BOY 47th
- BOY 401(k)
- BOY near Oak Motors Inc 401(k) Plan
- BOY ind #10417
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 Healthcare & Social Assistance retirement plans → · Plans in Hawaii →
403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc. in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $723K |
| Employer EIN | 990333370 |
| Plan Effective Date | 2005-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $1.3B · 8,104
- Bank of Hawaii Retirement Savings Plan $679M · 2,022
- Hawaiian Electric Industries Retirement Savings Plan $621M · 2,630
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $460M · 856
- Kamehameha Schools 401(k) Retirement Savings Plan $456M · 2,997
403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is Oak Motors Inc 401(k) Plan in IN ($4M); by covered participants it is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants). 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 (93 participants); asset peers above are excluded.
- Homestead Farm and Lawn LLC 401(k) Plan (TN) 93 · 0 off
- Palace Food Inc 401(k) Profit Sharing Plan & Trust (TN) 93 · 0 off
- Healthworks, Inc. 401(k) Plan (PA) 93 · 0 off
- Gemmy Industries Corp. 401(k) Plan (TX) 93 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.