401(k) · DOL Form 5500 · 2024

Effingham Equity 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
564
Participants Below avg headcount
89th
Percentile by assets National rank
$141,926
Avg per participant Near avg balance/head
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Official DOL plan name: Effingham Equity Savings Plan & Trust · Sponsored by Effingham Equity · Illinois · Wholesale Trade

$80M in assets, 564 participants

Effingham Equity's Effingham Equity Savings Plan & Trust reported $80M in total assets and 564 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,497 in Wholesale Trade (6,080 peers)

Where Effingham Equity Savings Plan & Trust sits by assets

Effingham Equity Savings Plan & Trust sits in the top quartile of all filed plans by assets, $80M for 564 participants (~$141,926/participant), up 13.9% in 2024.

#5,497
in Wholesale Trade (6,080 peers)
+13.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Effingham Equity Savings Plan & Trust's outsized position by total assets

Effingham Equity Savings Plan & Trust vs every filed plan by assets

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

$80,046,173 Top 11% higher than 89% 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

Effingham Equity Savings Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Effingham Equity Savings Plan & Trust sits mid-pack in the medium band (564 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Effingham Equity Savings Plan & Trust reported net income fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Effingham Equity Savings Plan & Trust end-of-year assets rose from $70M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Effingham Equity Savings Plan & Trust reported participants rose from 556 in the plan year 2023 filing to 564 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 370259470 · Effingham Equity PY 2024 · 401(k)

Effingham Equity Savings Plan & Trust · $80M · 564 · 89th

  • SCH $80M
  • SCH 564
  • SCH 89th
  • SCH 401(k)
  • SCH near Broder Bros., Co. Employees' 401(k) Trust
  • SCH ind #5497

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 Wholesale Trade retirement plans → · Plans in Illinois →

Effingham Equity Savings Plan & Trust in the asset neighbourhood

Bay Family of Companies 401(k) PlanBay Family of Companies 401(…$80MEffingham Equity Savings Plan & TrustEffingham Equity Savings Pla…$80MBroder Bros., Co. Employees' 401(k) TrustBroder Bros., Co. Employees'…$80MAta Engineering, Inc. 401(k) Retirement PlanAta Engineering, Inc. 401(k)…$80MHealth Carousel LLC 401(k) Profit Sharing PlanHealth Carousel LLC 401(k) P…$80M
End-of-year total assets ($M) among Effingham Equity Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$80M
Net Income$10M
Employer EIN370259470
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Effingham Equity)

Sponsor-wide plan assets over time

All Effingham Equity plans reported in each filing year

Latest sponsor-wide plan assets
$80M 42.68548962152741% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.1M $80.1M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 534 $56M
2023 1 556 $70M
2024 1 564 $80M

Nearby 401(k) Plans in Illinois

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

Effingham Equity Savings Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Effingham Equity Savings Plan & Trust, Total assets ($B): 0.080046173 · Participants: 564Effingham Equity Savings Plan & TrustAccenture 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
Effingham Equity Savings Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Effingham Equity Savings Plan & Trust side-by-side with 3 peers →

Effingham Equity Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Broder Bros., Co. Employees' 401(k) Trust in PA ($80M); by covered participants it is Clasen Quality Chocolate 401(k) Plan in WI (564 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (564 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 Effingham Equity Savings Plan & Trust assets move in 2024? ▼
Effingham Equity Savings Plan & Trust grew at a solid clip - up 13.9% during 2024, from $70M to $80M. Reported net income was $10M.
How have Effingham Equity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Effingham Equity's sponsor-wide assets grew 42.7%, from $56M to $80M.
Where does Effingham Equity Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Effingham Equity Savings Plan & Trust ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Effingham Equity Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Broder Bros., Co. Employees' 401(k) Trust in PA ($80M, 2,424 participants).
Which 401(k) plans cover a similar participant headcount to Effingham Equity Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Clasen Quality Chocolate 401(k) Plan in WI (564 participants, $67M 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 370259470.

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.