Current Snapshot
Latest Year
2024
2024 Participants
156
2024 Assets
$8,541,208
2024 Contributions
$2,536,333
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 156 | $8,541,208 | $2,536,333 | $16,259iApproximate average salary by contribution assumption: employee only about $406,464 at 4% or $270,976 at 6%; with 50% employer match about $270,976 at 4% or $180,650 at 6%; with 100% employer match about $203,232 at 4% or $135,488 at 6%. |
| Efficio 401(K) Plan | - | 151 | $8,541,208 | $2,536,333 | $16,797iApproximate average salary by contribution assumption: employee only about $419,923 at 4% or $279,948 at 6%; with 50% employer match about $279,948 at 4% or $186,632 at 6%; with 100% employer match about $209,961 at 4% or $139,974 at 6%. |
| EFFICIO LLC WELFARE BENEFITS PLAN | - | 156 | - | - | - |
| 2023 | 2 | 145 | $5,286,263 | $1,813,882 | $12,510iApproximate average salary by contribution assumption: employee only about $312,738 at 4% or $208,492 at 6%; with 50% employer match about $208,492 at 4% or $138,995 at 6%; with 100% employer match about $156,369 at 4% or $104,246 at 6%. |
| Efficio 401(K) Plan | - | 127 | $5,286,263 | $1,813,882 | $14,283iApproximate average salary by contribution assumption: employee only about $357,063 at 4% or $238,042 at 6%; with 50% employer match about $238,042 at 4% or $158,695 at 6%; with 100% employer match about $178,532 at 4% or $119,021 at 6%. |
| EFFICIO LLC WELFARE BENEFITS PLAN | - | 145 | - | - | - |
| 2022 | 1 | 100 | $2,941,952 | $1,219,229 | $12,192iApproximate average salary by contribution assumption: employee only about $304,807 at 4% or $203,205 at 6%; with 50% employer match about $203,205 at 4% or $135,470 at 6%; with 100% employer match about $152,404 at 4% or $101,602 at 6%. |
| Efficio 401(K) Plan | - | 100 | $2,941,952 | $1,219,229 | $12,192iApproximate average salary by contribution assumption: employee only about $304,807 at 4% or $203,205 at 6%; with 50% employer match about $203,205 at 4% or $135,470 at 6%; with 100% employer match about $152,404 at 4% or $101,602 at 6%. |
| 2021 | 1 | 64 | $2,320,719 | $813,457 | $12,710iApproximate average salary by contribution assumption: employee only about $317,757 at 4% or $211,838 at 6%; with 50% employer match about $211,838 at 4% or $141,225 at 6%; with 100% employer match about $158,878 at 4% or $105,919 at 6%. |
| Efficio 401(K) Plan | - | 64 | $2,320,719 | $813,457 | $12,710iApproximate average salary by contribution assumption: employee only about $317,757 at 4% or $211,838 at 6%; with 50% employer match about $211,838 at 4% or $141,225 at 6%; with 100% employer match about $158,878 at 4% or $105,919 at 6%. |
| 2020 | 1 | 47 | $1,371,303 | $575,531 | $12,245iApproximate average salary by contribution assumption: employee only about $306,134 at 4% or $204,089 at 6%; with 50% employer match about $204,089 at 4% or $136,059 at 6%; with 100% employer match about $153,067 at 4% or $102,045 at 6%. |
| Efficio 401(K) Plan | - | 47 | $1,371,303 | $575,531 | $12,245iApproximate average salary by contribution assumption: employee only about $306,134 at 4% or $204,089 at 6%; with 50% employer match about $204,089 at 4% or $136,059 at 6%; with 100% employer match about $153,067 at 4% or $102,045 at 6%. |
| 2019 | 1 | 40 | $728,567 | $362,307 | $9,058iApproximate average salary by contribution assumption: employee only about $226,442 at 4% or $150,961 at 6%; with 50% employer match about $150,961 at 4% or $100,641 at 6%; with 100% employer match about $113,221 at 4% or $75,481 at 6%. |
| Efficio 401(K) Plan | - | 40 | $728,567 | $362,307 | $9,058iApproximate average salary by contribution assumption: employee only about $226,442 at 4% or $150,961 at 6%; with 50% employer match about $150,961 at 4% or $100,641 at 6%; with 100% employer match about $113,221 at 4% or $75,481 at 6%. |
| 2018 | 1 | 23 | $342,420 | $261,817 | $11,383iApproximate average salary by contribution assumption: employee only about $284,584 at 4% or $189,722 at 6%; with 50% employer match about $189,722 at 4% or $126,482 at 6%; with 100% employer match about $142,292 at 4% or $94,861 at 6%. |
| Efficio 401(K) Plan | - | 23 | $342,420 | $261,817 | $11,383iApproximate average salary by contribution assumption: employee only about $284,584 at 4% or $189,722 at 6%; with 50% employer match about $189,722 at 4% or $126,482 at 6%; with 100% employer match about $142,292 at 4% or $94,861 at 6%. |
| 2017 | 1 | 13 | $150,604 | $139,427 | $10,725iApproximate average salary by contribution assumption: employee only about $268,129 at 4% or $178,753 at 6%; with 50% employer match about $178,753 at 4% or $119,168 at 6%; with 100% employer match about $134,064 at 4% or $89,376 at 6%. |
| Efficio 401(K) Plan | - | 13 | $150,604 | $139,427 | $10,725iApproximate average salary by contribution assumption: employee only about $268,129 at 4% or $178,753 at 6%; with 50% employer match about $178,753 at 4% or $119,168 at 6%; with 100% employer match about $134,064 at 4% or $89,376 at 6%. |
| 2016 | 1 | 2 | $2,444 | $2,446 | $1,223iApproximate average salary by contribution assumption: employee only about $30,575 at 4% or $20,383 at 6%; with 50% employer match about $20,383 at 4% or $13,589 at 6%; with 100% employer match about $15,288 at 4% or $10,192 at 6%. |
| Efficio 401(K) Plan | - | 2 | $2,444 | $2,446 | $1,223iApproximate average salary by contribution assumption: employee only about $30,575 at 4% or $20,383 at 6%; with 50% employer match about $20,383 at 4% or $13,589 at 6%; with 100% employer match about $15,288 at 4% or $10,192 at 6%. |