401(k) · DOL Form 5500 · 2024

Efficio LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
111
Participants Small participant base
52nd
Percentile by assets National rank
$76,948
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Efficio 401(k) Plan · Sponsored by Efficio LLC · New York · Professional & Technical Services

$9M in assets, 111 participants

Efficio LLC's Efficio 401(k) Plan reported $9M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,192 in Professional & Technical Services (20,173 peers)

Coverage in New York

Efficio 401(k) Plan covers 111 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $9M.

#10,192
in Professional & Technical Services (20,173 peers)
+61.6%
assets growth YoY

Efficio 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Efficio 401(k) Plan vs every filed plan by assets

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

$8,541,208 Top 48% higher than 52% 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

Efficio 401(k) Plan 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. Efficio 401(k) Plan sits mid-pack in the medium band (111 participants).

Plan-year Form 5500 strip

Filing strip 352558065 · Efficio LLC PY 2024 · 401(k)

Efficio 401(k) Plan · $9M · 111 · 52nd

  • VS-ST $9M
  • VS-ST 111
  • VS-ST 52nd
  • VS-ST 401(k)
  • VS-ST near Trailer Bridge, Incorporated Retirement Savings Plan
  • VS-ST ind #10192

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 Professional & Technical Services retirement plans → · Plans in New York →

Efficio 401(k) Plan in the asset neighbourhood

Efficio 401(k) Plan$9MTrailer Bridge, Incorporated Retirement Savings PlanTrailer Bridge, Incorporated…$9MDel Electric 401(k) Plan$9MParadise Cruise 401(k) Profit Sharing Plan and TrustParadise Cruise 401(k) Profi…$9MNeurotech USA, Inc. 401(k) PlanNeurotech USA, Inc. 401(k) P…$9M
End-of-year total assets ($M) among Efficio 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN352558065
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Efficio 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Efficio 401(k) Plan, Total assets ($B): 0.008541208 · Participants: 111Efficio 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Efficio 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Efficio 401(k) Plan side-by-side with 3 peers →

Efficio 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Trailer Bridge, Incorporated Retirement Savings Plan in FL ($9M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Efficio 401(k) Plan assets move in 2024? ▼
Efficio 401(k) Plan surged - up 61.6% during 2024, from $5M to $9M. Reported net income was $3M.
Which 401(k) plans are similar in size to Efficio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trailer Bridge, Incorporated Retirement Savings Plan in FL ($9M, 277 participants).
Which 401(k) plans cover a similar participant headcount to Efficio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 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 352558065.

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.