401(k) · DOL Form 5500 · 2023

Effingham Equity 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
556
Participants Below avg headcount
89th
Percentile by assets National rank
$126,380
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Effingham Equity Savings Plan & Trust · Sponsored by Effingham Equity · Illinois · Wholesale Trade

$70M in assets, 556 participants

Effingham Equity's Effingham Equity Savings Plan & Trust reported $70M in total assets and 556 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,698 in Wholesale Trade (6,309 peers)

Where Effingham Equity Savings Plan & Trust sits by assets

Effingham Equity Savings Plan & Trust sits in the top quartile of all filed plans by assets, $70M for 556 participants (~$126,380/participant), up 25.3% in 2023.

#5,698
in Wholesale Trade (6,309 peers)
+25.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Effingham Equity Savings Plan & Trust's outsized position by total assets

Effingham Equity Savings Plan & Trust vs every filed plan by assets

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

$70,267,248 Top 11% higher than 89% 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

Effingham Equity Savings Plan & Trust 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. Effingham Equity Savings Plan & Trust sits mid-pack in the medium band (556 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Effingham Equity Savings Plan & Trust reported net income rose from -$15M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Effingham Equity Savings Plan & Trust end-of-year assets rose from $56M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Effingham Equity Savings Plan & Trust reported participants rose from 534 in the plan year 2022 filing to 556 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 370259470 · Effingham Equity PY 2023 · 401(k)

Effingham Equity Savings Plan & Trust · $70M · 556 · 89th

  • EIN $70M
  • RANK 556
  • PHOTO 89th
  • IND 401(k)
  • EOY near Mendes & Mount, LLP Retirement Plan
  • 5500 ind #5698

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 Wholesale Trade retirement plans → · Plans in Illinois →

Effingham Equity Savings Plan & Trust in the asset neighbourhood

National Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & TrustNational Development Associa…$70MKaeser Compressors, Inc. 401(k) Profit Sharing PlanKaeser Compressors, Inc. 401…$70MChaney Enterprises Companies 401(k) Profit Sharing PlanChaney Enterprises Companies…$70MEffingham Equity Savings Plan & TrustEffingham Equity Savings Pla…$70MMendes & Mount, LLP Retirement PlanMendes & Mount, LLP Retireme…$70M
End-of-year total assets ($M) among Effingham Equity Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$70M
Net Income$14M
Employer EIN370259470
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Effingham Equity)

Sponsor-wide plan assets over time

All Effingham Equity plans reported in each filing year

Latest sponsor-wide plan assets
$80M 42.68548962152741% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.1M $80.1M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 534 $56M
2023 1 556 $70M
2024 1 564 $80M

Nearby 401(k) Plans in Illinois

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

Effingham Equity Savings Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Effingham Equity Savings Plan & Trust, Total assets ($B): 0.070267248 · Participants: 556Effingham Equity Savings Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Effingham Equity Savings Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Effingham Equity Savings Plan & Trust side-by-side with 3 peers →

Effingham Equity Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mendes & Mount, LLP Retirement Plan in NY ($70M); by covered participants it is J.W. Speaker Corporation 401 (K) Plan in WI (556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (556 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 Effingham Equity Savings Plan & Trust assets move in 2023? ▼
Effingham Equity Savings Plan & Trust grew sharply - up 25.3% during 2023, from $56M to $70M. Reported net income was $14M.
How have Effingham Equity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Effingham Equity's sponsor-wide assets grew 42.7%, from $56M to $80M.
Where does Effingham Equity Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Effingham Equity Savings Plan & Trust ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Effingham Equity Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mendes & Mount, LLP Retirement Plan in NY ($70M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Effingham Equity Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is J.W. Speaker Corporation 401 (K) Plan in WI (556 participants, $41M 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 370259470.

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.