Profit Sharing · DOL Form 5500 · 2024

Effective Homes, Inc. Profit Sharing Plan

Data updated 2026-08-25

$199K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$99,605
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Effective Homes, Inc. Profit Sharing Plan · Sponsored by Effective Homes, Inc. · Texas · Real Estate

$199K in assets, 2 participants

Effective Homes, Inc.'s Effective Homes, Inc. Profit Sharing Plan reported $199K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #725 in Real Estate (4,605 peers)

What the 2024 filing shows

Effective Homes, Inc. Profit Sharing Plan holds $199K for 2 participants - about $99,605 per participant, among the smaller plans by assets on file.

#725
in Real Estate (4,605 peers)
+7.5%
assets growth YoY

Effective Homes, Inc. Profit Sharing Plan among the smaller filed plans by assets

Effective Homes, Inc. Profit Sharing Plan vs every filed plan by assets

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

$199,210 10th percentile higher than 10% 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

Effective Homes, Inc. Profit Sharing 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. Effective Homes, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Effective Homes, Inc. Profit Sharing Plan reported net income rose from $4K in the plan year 2023 filing to $14K in the plan year 2024 filing.
  • Effective Homes, Inc. Profit Sharing Plan end-of-year assets rose from $185K in the plan year 2023 filing to $199K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 204477698 · Effective Homes, Inc. PY 2024 · Profit Sharing

Effective Homes, Inc. Profit Sharing Plan · $199K · 2 · 10th

  • IND $199K
  • IND 2
  • IND 10th
  • IND Profit Sharing
  • IND near Glow Guardians Inc. Retirement Plan
  • IND ind #725

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 Real Estate retirement plans → · Plans in Texas →

Effective Homes, Inc. Profit Sharing Plan in the asset neighbourhood

Effective Homes, Inc. Profit Sharing PlanEffective Homes, Inc. Profit…$199KGlow Guardians Inc. Retirement PlanGlow Guardians Inc. Retireme…$199KA&a Outdoors Inc. Retirement PlanA&a Outdoors Inc. Retirement…$199KSri Sri Sports & Wellness Inc. Retirement PlanSri Sri Sports & Wellness In…$199KTbc American Enterprise, Inc. Retirement PlanTbc American Enterprise, Inc…$199K
End-of-year total assets ($M) among Effective Homes, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$185K
Net Assets (End of Year)$199K
Net Income$14K
Employer EIN204477698
Plan Effective Date2006-03-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Effective Homes, Inc.)

Sponsor-wide plan assets over time

All Effective Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$199K 9.881078457329451% vs 2022
2024 filing year
$0.17M$0.18M$0.19M$0.2M$0.21M 202220232024 $0.18M $0.2M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 2 $181K
2023 1 2 $185K
2024 1 2 $199K

Nearby Profit Sharing Plans in Texas

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

Effective Homes, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Effective Homes, Inc. Profit Sharing Plan, Total assets ($B): 0.00019921 · Participants: 2Effective Homes, Inc. Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Effective Homes, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Effective Homes, Inc. Profit Sharing Plan side-by-side with 3 peers →

Effective Homes, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Glow Guardians Inc. Retirement Plan in FL ($199K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($199K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Effective Homes, Inc. Profit Sharing Plan assets move in 2024? ▼
Effective Homes, Inc. Profit Sharing Plan grew at a solid clip - up 7.5% during 2024, from $185K to $199K. Reported net income was $14K.
How have Effective Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Effective Homes, Inc.'s sponsor-wide assets grew 9.9%, from $181K to $199K.
Where does Effective Homes, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Effective Homes, Inc. Profit Sharing Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Effective Homes, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Glow Guardians Inc. Retirement Plan in FL ($199K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Effective Homes, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 204477698.

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.