ESOP · DOL Form 5500 · 2024
Efs Wealth Management Inc ESOP
Data updated 2026-08-25
- $477K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $79,484
- Avg per participant Below avg balance/head
Official DOL plan name: Efs Wealth Management Employee Stock Opwnership Plan · Sponsored by Efs Wealth Management Inc · Iowa · Finance & Insurance
$477K in assets, 6 participants
Efs Wealth Management Inc's Efs Wealth Management Employee Stock Opwnership Plan reported $477K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #788 in Finance & Insurance (8,549 peers)
Efs Wealth Management Inc multi-year trail
Efs Wealth Management Inc's plans moved -80.7% in assets from 2022 to 2024; this filing shows Efs Wealth Management Employee Stock Opwnership Plan at $477K / 6 participants.
- #788
- in Finance & Insurance (8,549 peers)
- -81.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Efs Wealth Management Employee Stock Opwnership Plan among the smaller filed plans by assets
Efs Wealth Management Employee Stock Opwnership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$476,906 17th percentile higher than 17% 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
Efs Wealth Management Employee Stock Opwnership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Efs Wealth Management Employee Stock Opwnership Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Efs Wealth Management Employee Stock Opwnership Plan reported net income fell from $138K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Efs Wealth Management Employee Stock Opwnership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $477K in the plan year 2024 filing.
- Efs Wealth Management Employee Stock Opwnership Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
DOL schedule card
Filing strip 810942868 · Efs Wealth Management Inc PY 2024 · ESOP
Efs Wealth Management Employee Stock Opwnership Plan · $477K · 6 · 17th
- EOY $477K
- EOY 6
- EOY 17th
- EOY ESOP
- EOY near V W International, Inc. Employee Stock Ownership Plan
- EOY ind #788
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 What is an ESOP? → · Plans in Iowa →
Efs Wealth Management Employee Stock Opwnership Plan in the asset neighbourhood
Efs Wealth Management Inc multi-year asset trail
Sponsor-wide plan assets over time
All Efs Wealth Management Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $477K 80.7156120300071% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 6 | $477K |
Efs Wealth Management Inc filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $477K |
| Net Income | -$2M |
| Employer EIN | 810942868 |
| Plan Effective Date | 2016-04-20 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $498M · 907
- Precision, Inc. Employee Stock Ownership Plan and Trust $473M · 658
- Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
Efs Wealth Management Employee Stock Opwnership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is V W International, Inc. Employee Stock Ownership Plan in FL ($477K); by covered participants it is Forcon Holding Company Employee Stock Ownership Plan in FL (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($477K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.