401(k) · DOL Form 5500 · 2023

Education Fund of America, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
48th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Education Fund of America, LLC 401(k) Plan · Sponsored by Education Fund of America, LLC · Florida · Finance & Insurance

$6M in assets, 4 participants

Education Fund of America, LLC's Education Fund of America, LLC 401(k) Plan reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,063 in Finance & Insurance (8,869 peers)

Education Fund of America, LLC multi-year trail

Education Fund of America, LLC's plans moved +60.7% in assets from 2022 to 2023; this filing shows Education Fund of America, LLC 401(k) Plan at $6M / 4 participants.

#3,063
in Finance & Insurance (8,869 peers)
+60.7%
assets growth YoY

Education Fund of America, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Education Fund of America, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,120,277 48th percentile higher than 48% 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

Education Fund of America, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Education Fund of America, LLC 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Education Fund of America, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Education Fund of America, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454294612 · Education Fund of America, LLC PY 2023 · 401(k)

Education Fund of America, LLC 401(k) Plan · $6M · 4 · 48th

  • SCH $6M
  • EBSA 4
  • PART 48th
  • TYPE 401(k)
  • NET near Standing Chapter 13 Trustee of Eastern and Western Districts of Arkansas 401(k) Plan
  • BOOK ind #3063

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 Florida →

Education Fund of America, LLC 401(k) Plan in the asset neighbourhood

Education Fund of America, LLC 401(k) PlanEducation Fund of America, L…$6MStanding Chapter 13 Trustee of Eastern and Western Districts of Arkansas 401(k) PlanStanding Chapter 13 Trustee …$6MOrthopaedic and Sports Medicine Center - Norman, P. C. 401(k) and Profit Sharing PlanOrthopaedic and Sports Medic…$6MPivot Energy, Inc. 401(k) PlanPivot Energy, Inc. 401(k) Pl…$6MFinity, Inc. 401(k) Plan$6M
End-of-year total assets ($M) among Education Fund of America, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Education Fund of America, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Education Fund of America, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 60.734349398074485% vs 2022
2023 filing year
$3M$4M$5M$6M$7M 20222023 $3.81M $6.12M ▲ +60.6%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $6M

Education Fund of America, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN454294612
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Education Fund of America, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Education Fund of America, LLC 401(k) Plan, Total assets ($B): 0.006120277 · Participants: 4Education Fund of America, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Education Fund of America, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Education Fund of America, LLC 401(k) Plan side-by-side with 3 peers →

Education Fund of America, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Standing Chapter 13 Trustee of Eastern and Western Districts of Arkansas 401(k) Plan in AR ($6M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Education Fund of America, LLC 401(k) Plan assets move in 2023? ▼
Education Fund of America, LLC 401(k) Plan surged - up 60.7% during 2023, from $4M to $6M. Reported net income was $2M.
How have Education Fund of America, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Education Fund of America, LLC's sponsor-wide assets grew 60.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Education Fund of America, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Standing Chapter 13 Trustee of Eastern and Western Districts of Arkansas 401(k) Plan in AR ($6M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Education Fund of America, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 454294612.

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.