ESOP · DOL Form 5500 · 2023

Efs Wealth Management Inc ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
33rd
Percentile by assets National rank
$361,326
Avg per participant High balance/head
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Official DOL plan name: Efs Wealth Management Employee Stock Ownership Plan · Sponsored by Efs Wealth Management Inc · Iowa · Finance & Insurance

$3M in assets, 7 participants

Efs Wealth Management Inc's Efs Wealth Management Employee Stock Ownership Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,041 in Finance & Insurance (8,869 peers)

Efs Wealth Management Inc multi-year trail

Efs Wealth Management Inc's plans moved -80.7% in assets from 2022 to 2024; this filing shows Efs Wealth Management Employee Stock Ownership Plan at $3M / 7 participants.

#2,041
in Finance & Insurance (8,869 peers)
+2.3%
assets growth YoY

Efs Wealth Management Employee Stock Ownership Plan among the smaller filed plans by assets

Efs Wealth Management Employee Stock Ownership Plan vs every filed plan by assets

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

$2,529,283 33rd percentile higher than 33% 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

Efs Wealth Management Employee Stock Ownership 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. Efs Wealth Management Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Efs Wealth Management Employee Stock Ownership Plan reported net income rose from $65K in the plan year 2022 filing to $138K in the plan year 2023 filing.
  • Efs Wealth Management Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810942868 · Efs Wealth Management Inc PY 2023 · ESOP

Efs Wealth Management Employee Stock Ownership Plan · $3M · 7 · 33rd

  • PHOTO $3M
  • PHOTO 7
  • PHOTO 33rd
  • PHOTO ESOP
  • PHOTO near Autologue Computer Systems, Inc. Employee Stock Ownership Plan
  • PHOTO ind #2041

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 What is an ESOP? → · Plans in Iowa →

Efs Wealth Management Employee Stock Ownership Plan in the asset neighbourhood

Efs Wealth Management Employee Stock Ownership PlanEfs Wealth Management Employ…$3MAutologue Computer Systems, Inc. Employee Stock Ownership PlanAutologue Computer Systems, …$3MAutonomous Solutions, Inc. Employee Stock Ownership PlanAutonomous Solutions, Inc. E…$3MKerr-Greulich Engineers, Inc. Employee Stock Ownership PlanKerr-Greulich Engineers, Inc…$3MRiverview Bancorp, Inc. Employee Stock Ownership PlanRiverview Bancorp, Inc. Empl…$3M
End-of-year total assets ($M) among Efs Wealth Management Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Efs Wealth Management Inc multi-year asset trail

Sponsor-wide plan assets over time

All Efs Wealth Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$477K 80.7156120300071% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $2.47M $0.48M ▼ -80.6%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 7 $3M
2024 1 6 $477K

Efs Wealth Management Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$138K
Employer EIN810942868
Plan Effective Date2016-04-20
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Efs Wealth Management Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Efs Wealth Management Employee Stock Ownership Plan, Total assets ($M): 2.529283 · Participants: 7Efs Wealth Management Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Efs Wealth Management Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Efs Wealth Management Employee Stock Ownership Plan side-by-side with 3 peers →

Efs Wealth Management Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Autologue Computer Systems, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is American Enterprises International, Inc. ESOP & Profit Sharing Plan in WI (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Efs Wealth Management Employee Stock Ownership Plan assets move in 2023? ▼
Efs Wealth Management Employee Stock Ownership Plan edged up modestly - up 2.3% during 2023, from $2M to $3M. Reported net income was $138K.
How have Efs Wealth Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efs Wealth Management Inc's sponsor-wide assets declined 80.7%, from $2M to $477K.
Which ESOP plans are similar in size to Efs Wealth Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Autologue Computer Systems, Inc. Employee Stock Ownership Plan in CA ($3M, 49 participants).
Which ESOP plans cover a similar participant headcount to Efs Wealth Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Enterprises International, Inc. ESOP & Profit Sharing Plan in WI (7 participants, $4M 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 810942868.

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.