401(k) · DOL Form 5500 · 2024

Efs Advisors 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
41
Participants Small participant base
28th
Percentile by assets National rank
$44,217
Avg per participant Low balance/head
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Official DOL plan name: Efs Advisors 401(k) Plan · Sponsored by Efs Advisors · Minnesota · Finance & Insurance

$2M in assets, 41 participants

Efs Advisors's Efs Advisors 401(k) Plan reported $2M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,509 in Finance & Insurance (8,549 peers)

Efs Advisors multi-year trail

Efs Advisors's plans moved +55.2% in assets from 2022 to 2024; this filing shows Efs Advisors 401(k) Plan at $2M / 41 participants.

#1,509
in Finance & Insurance (8,549 peers)
+15.9%
assets growth YoY

Efs Advisors 401(k) Plan among the smaller filed plans by assets

Efs Advisors 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,812,894 28th percentile higher than 28% of 123,620 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 2024

Efs Advisors 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Efs Advisors 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Efs Advisors 401(k) Plan reported net income fell from $397K in the plan year 2023 filing to $248K in the plan year 2024 filing.
  • Efs Advisors 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Efs Advisors 401(k) Plan reported participants rose from 40 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411910233 · Efs Advisors PY 2024 · 401(k)

Efs Advisors 401(k) Plan · $2M · 41 · 28th

  • RANK $2M
  • RANK 41
  • RANK 28th
  • RANK 401(k)
  • RANK near Fitzy's 401(k) Plan
  • RANK ind #1509

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 Minnesota →

Efs Advisors 401(k) Plan in the asset neighbourhood

Efs Advisors 401(k) Plan$2MFitzy's 401(k) Plan$2MExecutive Pulse, Inc. 401(k) Retirement PlanExecutive Pulse, Inc. 401(k)…$2MIdaho Heart Physicians Group, PLLC 401(k) PlanIdaho Heart Physicians Group…$2MFamily Practice Associates of Western Kansas, LLC Retirement PlanFamily Practice Associates o…$2M
End-of-year total assets ($M) among Efs Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Efs Advisors multi-year asset trail

Sponsor-wide plan assets over time

All Efs Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$2M 55.24516125717398% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.17M $1.81M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 37 $1M
2023 1 40 $2M
2024 1 41 $2M

Efs Advisors filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$248K
Employer EIN411910233
Plan Effective Date2016-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Efs Advisors 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Efs Advisors 401(k) Plan, Total assets ($B): 0.001812894 · Participants: 41Efs Advisors 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Efs Advisors 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Efs Advisors 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Fitzy's 401(k) Plan in OR ($2M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Efs Advisors 401(k) Plan assets move in 2024? ▼
Efs Advisors 401(k) Plan grew sharply - up 15.9% during 2024, from $2M to $2M. Reported net income was $248K.
How have Efs Advisors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efs Advisors's sponsor-wide assets grew 55.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Efs Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fitzy's 401(k) Plan in OR ($2M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Efs Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411910233.

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.