401(k) · DOL Form 5500 · 2023

Eagle Financial Services Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
427
Participants Below avg headcount
72nd
Percentile by assets National rank
$45,713
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eagle Financial 401(k) Plan · Sponsored by Eagle Financial Services Inc. · Kentucky · Finance & Insurance

$20M in assets, 427 participants

Eagle Financial Services Inc.'s Eagle Financial 401(k) Plan reported $20M in total assets and 427 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,193 in Finance & Insurance (8,869 peers)

Eagle Financial Services Inc. multi-year trail

Eagle Financial Services Inc.'s plans moved +52.5% in assets from 2022 to 2024; this filing shows Eagle Financial 401(k) Plan at $20M / 427 participants.

#5,193
in Finance & Insurance (8,869 peers)
+23.7%
assets growth YoY

Eagle Financial 401(k) Plan's outsized position by total assets

Eagle Financial 401(k) Plan vs every filed plan by assets

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

$19,519,517 Top 28% higher than 72% 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

Eagle Financial 401(k) Plan 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. Eagle Financial 401(k) Plan sits mid-pack in the medium band (427 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eagle Financial 401(k) Plan reported net income rose from -$663K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Eagle Financial 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Eagle Financial 401(k) Plan reported participants rose from 380 in the plan year 2022 filing to 427 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611260290 · Eagle Financial Services Inc. PY 2023 · 401(k)

Eagle Financial 401(k) Plan · $20M · 427 · 72nd

  • PHOTO $20M
  • PHOTO 427
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near R.T. Moore Co. Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #5193

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 Kentucky →

Eagle Financial 401(k) Plan in the asset neighbourhood

Eagle Financial 401(k) Plan$20MR.T. Moore Co. Inc. 401(k) Profit Sharing PlanR.T. Moore Co. Inc. 401(k) P…$20MDions 401(k) Plan$20MSchmueser Gordon Meyer, Inc. 401(k) PlanSchmueser Gordon Meyer, Inc.…$20MPk U.S.a. 401(k) Plan$20M
End-of-year total assets ($M) among Eagle Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Eagle Financial Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Eagle Financial Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 52.49798311347459% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.8M $24.1M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 380 $16M
2023 1 427 $20M
2024 1 436 $24M

Eagle Financial Services Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN611260290
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Eagle Financial 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Eagle Financial 401(k) Plan, Total assets ($B): 0.019519517 · Participants: 427Eagle Financial 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Eagle Financial 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Eagle Financial 401(k) Plan side-by-side with 3 peers →

Eagle Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is R.T. Moore Co. Inc. 401(k) Profit Sharing Plan in IN ($20M); by covered participants it is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Eagle Financial 401(k) Plan assets move in 2023? ▼
Eagle Financial 401(k) Plan grew sharply - up 23.7% during 2023, from $16M to $20M. Reported net income was $4M.
How have Eagle Financial Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eagle Financial Services Inc.'s sponsor-wide assets grew 52.5%, from $16M to $24M.
Which 401(k) plans are similar in size to Eagle Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.T. Moore Co. Inc. 401(k) Profit Sharing Plan in IN ($20M, 731 participants).
Which 401(k) plans cover a similar participant headcount to Eagle Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants, $2M 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 611260290.

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.