401(k) · DOL Form 5500 · 2024

Efficient Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
28
Participants Small participant base
70th
Percentile by assets National rank
$700,161
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

$20M in assets, 28 participants

Efficient Capital Management, LLC's Efficient Capital Management, LLC 401(k) Plan reported $20M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,679 in Finance & Insurance (8,549 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 $20M / 28 participants.

#4,679
in Finance & Insurance (8,549 peers)
+22.1%
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 2024 · DOL Form 5500

$19,604,500 Top 30% higher than 70% 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

Efficient Capital Management, LLC 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. Efficient Capital Management, LLC 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Efficient Capital Management, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Efficient Capital Management, LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Efficient Capital Management, LLC 401(k) Plan reported participants rose from 25 in the plan year 2023 filing to 28 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364276379 · Efficient Capital Management, LLC PY 2024 · 401(k)

Efficient Capital Management, LLC 401(k) Plan · $20M · 28 · 70th

  • PHOTO $20M
  • IND 28
  • EOY 70th
  • 5500 401(k)
  • ASSETS near Northstar Energy Management LLC Dba Novasource Power Services Plan
  • PCT ind #4679

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…$20MNorthstar Energy Management LLC Dba Novasource Power Services PlanNorthstar Energy Management …$20MKelley Trucking Inc. 401(k) Savings PlanKelley Trucking Inc. 401(k) …$20MCobalt Credit Union 401(k) PlanCobalt Credit Union 401(k) P…$20MCapital Properties Services, LLC 401(k) PlanCapital Properties Services,…$20M
End-of-year total assets ($M) among Efficient Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
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 -50510152025 Total assets ($B) Participants Efficient Capital Management, LLC 401(k) Plan, Total assets ($B): 0.0196045 · Participants: 28Efficient Capital Management, LLC 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens 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 Northstar Energy Management LLC Dba Novasource Power Services Plan in AZ ($20M); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Efficient Capital Management, LLC 401(k) Plan assets move in 2024? ▼
Efficient Capital Management, LLC 401(k) Plan grew sharply - up 22.1% during 2024, from $16M to $20M. Reported net income was $4M.
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 Northstar Energy Management LLC Dba Novasource Power Services Plan in AZ ($20M, 758 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 Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants, $2M 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 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.