401(k) · DOL Form 5500 · 2024

Ef Services, Inc. 401(k) Plan

Data updated 2026-08-11

$230M
Total assets: 2,635
Participants: 95th
Percentile by assets: $87,367
Avg per participant

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.

95th percentile by assets (of 123,622 plans)
#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.

$230M
total plan assets (2024 EOY): 2,635
covered participants: 95th
percentile by assets (of 123,622 plans): $87,367
avg assets per participant

Where Ef Education 401(k) Retirement Savings Plan sits 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

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 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 →

State

Massachusetts

Industry

Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Ef Education 401(k) Retirement Savings Plan reports 2,635 participants - 4.0x that state average ($230M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$185M
Net Assets (End of Year)	$230M
Net Income	$45M
Employer EIN	043534772
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ef Services, Inc.)

Total plan assets by year, all Ef Services, Inc. plans on file

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

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Ef Education 401(k) Retirement Savings P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ef Education 401(k) Retirement Savings Plan by total assets, not by location.

Transcore 401(k) Retirement Plan (TN) $230M · 2,003
Westfield, LLC 401(k) Plan (CA) $230M · 443
The Ethan Allen Retirement Savings Plan (CT) $230M · 1,998
The Kendall Group, Inc. Profit Sharing Plan (MI) $230M · 1,660

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).

Next read for Ef Education 401(k) Retirement Savings P…

Filing takeaways

Ways to act on Ef Education 401(k) Retirement Savings Plan's numbers.

By total assets, Ef Education 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Ef Services, Inc.'s sponsor-wide assets have grown 24.5% since 2023 across 2 plan years on file. More Educational Services plans

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.