401(k) · DOL Form 5500 · 2023

Efficient Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
25
Participants Small participant base
69th
Percentile by assets National rank
$642,485
Avg per participant High balance/head
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Official DOL plan name: Efficient Capital Management, LLC 401(k) Plan · Sponsored by Efficient Capital Management, LLC · Illinois · Finance & Insurance

$16M in assets, 25 participants

Efficient Capital Management, LLC's Efficient Capital Management, LLC 401(k) Plan reported $16M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,794 in Finance & Insurance (8,869 peers)

Efficient Capital Management, LLC multi-year trail

Efficient Capital Management, LLC's plans moved +46.7% in assets from 2022 to 2024; this filing shows Efficient Capital Management, LLC 401(k) Plan at $16M / 25 participants.

#4,794
in Finance & Insurance (8,869 peers)
+20.2%
assets growth YoY

Efficient Capital Management, LLC 401(k) Plan's outsized position by total assets

Efficient Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$16,062,129 Top 31% higher than 69% 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

Efficient Capital Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Efficient Capital Management, LLC 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Efficient Capital Management, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Efficient Capital Management, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364276379 · Efficient Capital Management, LLC PY 2023 · 401(k)

Efficient Capital Management, LLC 401(k) Plan · $16M · 25 · 69th

  • NET $16M
  • BOOK 25
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Butler, Shine, Stern & Partners, LLC 401(k) Plan
  • EBSA ind #4794

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 Illinois →

Efficient Capital Management, LLC 401(k) Plan in the asset neighbourhood

Efficient Capital Management, LLC 401(k) PlanEfficient Capital Management…$16MButler, Shine, Stern & Partners, LLC 401(k) PlanButler, Shine, Stern & Partn…$16MTracey Road Equipment, Inc. Employees 401(k) and PspTracey Road Equipment, Inc. …$16MCo-Op 401(k) Plan$16MOtj Architects Inc 401(k) Profit Sharing Plan & TrustOtj Architects Inc 401(k) Pr…$16M
End-of-year total assets ($M) among Efficient Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Efficient Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Efficient Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 46.65470258932008% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.4M $19.6M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 25 $13M
2023 1 25 $16M
2024 1 28 $20M

Efficient Capital Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN364276379
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Efficient Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Efficient Capital Management, LLC 401(k) Plan, Total assets ($B): 0.016062129 · Participants: 25Efficient Capital Management, LLC 401(k) PlanAccenture 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
Efficient Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Efficient Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Efficient Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Butler, Shine, Stern & Partners, LLC 401(k) Plan in CA ($16M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Efficient Capital Management, LLC 401(k) Plan assets move in 2023? ▼
Efficient Capital Management, LLC 401(k) Plan grew sharply - up 20.2% during 2023, from $13M to $16M. Reported net income was $3M.
How have Efficient Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efficient Capital Management, LLC's sponsor-wide assets grew 46.7%, from $13M to $20M.
Which 401(k) plans are similar in size to Efficient Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Butler, Shine, Stern & Partners, LLC 401(k) Plan in CA ($16M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Efficient Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 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 364276379.

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.