401(k) · DOL Form 5500 · 2023

E. and F. Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$683K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$227,761
Avg per participant Above avg balance/head
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Official DOL plan name: E. and F. Financial Services, Inc. · Sponsored by E. and F. Financial Services, Inc. · California · Finance & Insurance

$683K in assets, 3 participants

E. and F. Financial Services, Inc.'s E. and F. Financial Services, Inc. reported $683K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,115 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

E. and F. Financial Services, Inc. holds $683K for 3 participants - about $227,761 per participant, among the smaller plans by assets on file.

#1,115
in Finance & Insurance (8,869 peers)
-1.0%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E. and F. Financial Services, Inc. among the smaller filed plans by assets

E. and F. Financial Services, Inc. vs every filed plan by assets

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

$683,284 20th percentile higher than 20% 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

E. and F. Financial Services, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E. and F. Financial Services, Inc. is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E. and F. Financial Services, Inc. reported net income fell from $5K in the plan year 2022 filing to -$7K in the plan year 2023 filing.
  • E. and F. Financial Services, Inc. end-of-year assets fell from $690K in the plan year 2022 filing to $683K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943036795 · E. and F. Financial Services, Inc. PY 2023 · 401(k)

E. and F. Financial Services, Inc. · $683K · 3 · 20th

  • SCH $683K
  • EBSA 3
  • PART 20th
  • TYPE 401(k)
  • NET near The Gavigan Group, Inc. 401(k) Plan/Trust
  • BOOK ind #1115

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 California →

E. and F. Financial Services, Inc. in the asset neighbourhood

E. and F. Financial Services, Inc.E. and F. Financial Services…$683KThe Gavigan Group, Inc. 401(k) Plan/TrustThe Gavigan Group, Inc. 401(…$683KPediatric Dermatology of Dallas, P.a. 401(k) Plan & TrustPediatric Dermatology of Dal…$683KPhf Holdings, Inc. 401(k) PlanPhf Holdings, Inc. 401(k) Pl…$683KVista, Inc. 401(k) Plan$683K
End-of-year total assets ($M) among E. and F. Financial Services, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$690K
Net Assets (End of Year)$683K
Net Income-$7K
Employer EIN943036795
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E. and F. Financial Services, Inc.)

Sponsor-wide plan assets over time

All E. and F. Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$746K 8.14854414223335% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M 202220232024 $0.69M $0.75M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 3 $690K
2023 1 3 $683K
2024 1 3 $746K

Nearby 401(k) Plans in California

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

E. and F. Financial Services, Inc. vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants E. and F. Financial Services, Inc., Total assets ($B): 0.000683284 · Participants: 3E. and F. Financial Services, Inc.Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
E. and F. Financial Services, Inc. vs. nearby 401(k) plans in California, assets vs. participants
Compare E. and F. Financial Services, Inc. side-by-side with 3 peers →

E. and F. Financial Services, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Gavigan Group, Inc. 401(k) Plan/Trust in FL ($683K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($683K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 E. and F. Financial Services, Inc. assets move in 2023? ▼
E. and F. Financial Services, Inc. edged down modestly - down 1.0% during 2023, from $690K to $683K. Reported net income was -$7K.
How have E. and F. Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E. and F. Financial Services, Inc.'s sponsor-wide assets grew 8.1%, from $690K to $746K.
Where does E. and F. Financial Services, Inc. rank by assets among Form 5500 filers? ▼
E. and F. Financial Services, Inc. ranks in the 20th 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 E. and F. Financial Services, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is The Gavigan Group, Inc. 401(k) Plan/Trust in FL ($683K, 1 participant).
Which 401(k) plans cover a similar participant headcount to E. and F. Financial Services, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 943036795.

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.