401(k) · DOL Form 5500 · 2023

Ef Services, Inc. 401(k) Plan

Data updated 2026-08-25

$185M
Total assets Near avg plan size
2,149
Participants Near avg headcount
94th
Percentile by assets National rank
$86,057
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ef Education 401(k) Retirement Savings Plan · Sponsored by Ef Services, Inc. · Massachusetts · Educational Services

$185M in assets, 2,149 participants

Ef Services, Inc.'s Ef Education 401(k) Retirement Savings Plan reported $185M in total assets and 2,149 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,389 in Educational Services (3,735 peers)

Coverage in Massachusetts

Ef Education 401(k) Retirement Savings Plan covers 2,149 participants in Massachusetts, 3.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $185M.

#3,389
in Educational Services (3,735 peers)
+32.7%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Ef Education 401(k) Retirement Savings Plan's outsized position by total assets

Ef Education 401(k) Retirement Savings Plan vs every filed plan by assets

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

$184,937,237 Top 6% higher than 94% 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

Ef Education 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ef Education 401(k) Retirement Savings Plan lands in the large band (2,149 participants).

Form 5500 schedule snapshot

Filing strip 043534772 · Ef Services, Inc. PY 2023 · 401(k)

Ef Education 401(k) Retirement Savings Plan · $185M · 2,149 · 94th

  • 5500 $185M
  • 5500 2,149
  • 5500 94th
  • 5500 401(k)
  • 5500 near Skechers USA, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #3389

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 Educational Services retirement plans → · Plans in Massachusetts →

Ef Education 401(k) Retirement Savings Plan in the asset neighbourhood

Nixon Peabody LLP Retirement Savings Plan IINixon Peabody LLP Retirement…$185MLehigh Valley Health Network, Inc. 401(k) Savings PlanLehigh Valley Health Network…$185MSkechers USA, Inc. 401(k) Profit Sharing PlanSkechers USA, Inc. 401(k) Pr…$185MEf Education 401(k) Retirement Savings PlanEf Education 401(k) Retireme…$185MTrinity Consultants, Inc. Capital Accumulation Plan and TrustTrinity Consultants, Inc. Ca…$185M
End-of-year total assets ($M) among Ef Education 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$139M
Net Assets (End of Year)$185M
Net Income$46M
Employer EIN043534772
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ef Services, Inc.)

Sponsor-wide plan assets over time

All Ef Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$230M 24.48087563890662% vs 2023
2024 filing year
$180M$200M$220M$240M 20232024 $185M $230M ▲ +24.5%
Year Plans Participants Total Assets
2023 1 2,149 $185M
2024 1 2,635 $230M

Nearby 401(k) Plans in Massachusetts

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

Ef Education 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ef Education 401(k) Retirement Savings Plan, Total assets ($B): 0.184937237 · Participants: 2149Ef Education 401(k) Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ef Education 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ef Education 401(k) Retirement Savings Plan side-by-side with 3 peers →

Ef Education 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Skechers USA, Inc. 401(k) Profit Sharing Plan in CA ($185M); by covered participants it is Williams International Results Based Pension Plan in MI (2,150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,149 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 Ef Education 401(k) Retirement Savings Plan assets move in 2023? ▼
Ef Education 401(k) Retirement Savings Plan surged - up 32.7% during 2023, from $139M to $185M. Reported net income was $46M.
How have Ef Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ef Services, Inc.'s sponsor-wide assets grew 24.5%, from $185M to $230M.
Where does Ef Education 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Ef Education 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ef Education 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skechers USA, Inc. 401(k) Profit Sharing Plan in CA ($185M, 8,248 participants).
Which 401(k) plans cover a similar participant headcount to Ef Education 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams International Results Based Pension Plan in MI (2,150 participants, $46M 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 043534772.

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.