Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Ef Education 401(k) Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ef Services, Inc. · Massachusetts · Educational Services

What the 2023 filing shows

Ef Education 401(k) Retirement Savings Plan holds $230M for 2,635 participants — about $87,367 per participant, up 24.5% over the 2024 plan year.

$230M
total plan assets (2024 EOY)
2,635
covered participants
$87,367
avg assets per participant
+24.5%
assets growth YoY
Total Assets (2023)
$230M
Participants
2,635
Industry
Educational Services

What the Filing Says About Ef Education 401(k) Retirement Savings Plan

Ef Education 401(k) Retirement Savings Plan is a Profit Sharing retirement plan sponsored by Ef Services, Inc., headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $230M in total end-of-year assets and covers 2,635 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 043534772, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $185M at the beginning of 2024 to $230M at year-end — a gain of 24.5%. Net assets (after liabilities) closed the year at $230M, with reported net income of $45M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$185M
Total Assets (End of Year)$230M
Net Assets (End of Year)$230M
Net Income$45M
Plan TypeProfit Sharing
Employer EIN043534772
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ef Services, Inc.)

Year Plans Participants Total Assets
2023 1 2,149 $185M
2024 1 2,635 $230M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ef Education 401(k) Retirement Savings Plan?
As of the 2024 Form 5500 filing, Ef Education 401(k) Retirement Savings Plan holds $230M in total assets with 2,635 participants. It is sponsored by Ef Services, Inc..
What type of plan is Ef Education 401(k) Retirement Savings Plan?
Ef Education 401(k) Retirement Savings Plan is a Profit Sharing plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 043534772.
Who sponsors the Ef Education 401(k) Retirement Savings Plan?
Ef Education 401(k) Retirement Savings Plan is sponsored by Ef Services, Inc., located in Massachusetts. The sponsor's EIN is 043534772 and the plan operates in the Educational Services industry.
How did Ef Education 401(k) Retirement Savings Plan perform in 2024?
Ef Education 401(k) Retirement Savings Plan grew by 24.5% during 2024, moving from $185M to $230M in total assets. Net income was $45M.
Where can I find official filings for Ef Education 401(k) Retirement Savings Plan?
Official Form 5500 filings for Ef Education 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 043534772 or plan name at efast.dol.gov.
How does Ef Education 401(k) Retirement Savings Plan compare to other plans?
You can compare Ef Education 401(k) Retirement Savings Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.