401(k) · DOL Form 5500 · 2023

Effex Management Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$62K
Total assets Small plan by assets
300
Participants Below avg headcount
4th
Percentile by assets National rank
$207
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

$62K in assets, 300 participants

Effex Management Solutions, LLC's Effex 401(k) Plan reported $62K in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #444 in Administrative & Support Services (4,372 peers)

Coverage in Texas

Effex 401(k) Plan covers 300 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $62K.

#444
in Administrative & Support Services (4,372 peers)
+12.3%
assets growth YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2023 · DOL Form 5500

$61,961 4th percentile higher than 4% of 127,068 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 2023

Effex 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Effex 401(k) Plan reported net income fell from $10K in the plan year 2022 filing to -$5K in the plan year 2023 filing.
  • Effex 401(k) Plan reported participants rose from 266 in the plan year 2022 filing to 300 in the plan year 2023 filing.
  • Effex 401(k) Plan end-of-year assets rose from $55K in the plan year 2022 filing to $62K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 272222855 · Effex Management Solutions, LLC PY 2023 · 401(k)

Effex 401(k) Plan · $62K · 300 · 4th

  • EIN $62K
  • EIN 300
  • EIN 4th
  • EIN 401(k)
  • EIN near Maricar, Inc. 401(k) Profit Sharing Plan
  • EIN ind #444

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$62KMaricar, Inc. 401(k) Profit Sharing PlanMaricar, Inc. 401(k) Profit …$62KJohn Wayne Morris Inc 401(k) PlanJohn Wayne Morris Inc 401(k)…$62K316 Ventures Incorporated 401(k) Plan316 Ventures Incorporated 40…$62KT&t Weber Hydraulic Inc. 401(k) PlanT&t Weber Hydraulic Inc. 401…$62K
End-of-year total assets ($M) among Effex 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$55K
Net Assets (End of Year)$34K
Net Income-$5K
Employer EIN272222855
Plan Effective Date2013-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Effex Management Solutions, LLC)

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

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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Effex 401(k) Plan, Total assets ($B): 0.000061961 · Participants: 300Effex 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell 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 Maricar, Inc. 401(k) Profit Sharing Plan in FL ($62K); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62K here).

Similar participant headcount

Nearest other-state filings by covered participants (300 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Effex 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $55K to $62K. Reported net income was -$5K.
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 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Maricar, Inc. 401(k) Profit Sharing Plan in FL ($62K, 1 participant).
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 Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.