401(k) · DOL Form 5500 · 2024

Ef Services, Inc. 401(k) Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size
2,635
Participants Above avg headcount
95th
Percentile by assets National rank
$87,367
Avg per participant Below avg balance/head
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Official DOL plan name: Ef Education 401(k) Retirement Savings Plan · Sponsored by Ef Services, Inc. · Massachusetts · Educational Services

$230M in assets, 2,635 participants

Ef Services, Inc.'s Ef Education 401(k) Retirement Savings Plan reported $230M in total assets and 2,635 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,325 in Educational Services (3,638 peers)

Coverage in Massachusetts

Ef Education 401(k) Retirement Savings Plan covers 2,635 participants in Massachusetts, 4.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $230M.

#3,325
in Educational Services (3,638 peers)
+24.5%
assets growth YoY
2.3×
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 2024 · DOL Form 5500

$230,211,492 Top 5% higher than 95% 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

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

Plan-year 2024 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 (2,635 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ef Education 401(k) Retirement Savings Plan end-of-year assets rose from $185M in the plan year 2023 filing to $230M in the plan year 2024 filing.
  • Ef Education 401(k) Retirement Savings Plan reported participants rose from 2,149 in the plan year 2023 filing to 2,635 in the plan year 2024 filing.
  • Ef Education 401(k) Retirement Savings Plan reported net income fell from $46M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043534772 · Ef Services, Inc. PY 2024 · 401(k)

Ef Education 401(k) Retirement Savings Plan · $230M · 2,635 · 95th

  • PHOTO $230M
  • PHOTO 2,635
  • PHOTO 95th
  • PHOTO 401(k)
  • PHOTO near Transcore 401(k) Retirement Plan
  • PHOTO ind #3325

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

The Ethan Allen Retirement Savings PlanThe Ethan Allen Retirement S…$230MTranscore 401(k) Retirement PlanTranscore 401(k) Retirement …$230MWestfield, LLC 401(k) Plan$230MEf Education 401(k) Retirement Savings PlanEf Education 401(k) Retireme…$230MThe Kendall Group, Inc. Profit Sharing PlanThe Kendall Group, Inc. Prof…$230M
End-of-year total assets ($M) among Ef Education 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$185M
Net Assets (End of Year)$230M
Net Income$45M
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): 0.230211492 · Participants: 2635Ef Education 401(k) Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
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 Transcore 401(k) Retirement Plan in TN ($230M); by covered participants it is The Alamo Group (USA) Inc. 401(k) Retirement and Savings Plan in TX (2,634 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($230M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,635 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 Ef Education 401(k) Retirement Savings Plan assets move in 2024? ▼
Ef Education 401(k) Retirement Savings Plan grew sharply - up 24.5% during 2024, from $185M to $230M. Reported net income was $45M.
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 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% 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 Transcore 401(k) Retirement Plan in TN ($230M, 2,003 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 The Alamo Group (USA) Inc. 401(k) Retirement and Savings Plan in TX (2,634 participants, $229M 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 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.