401(k) · DOL Form 5500 · 2022

Exfo America Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
101
Participants Small participant base
80th
Percentile by assets National rank
$245,691
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Exfo USA 401(k) Plan · Sponsored by Exfo America Inc. · Texas · Manufacturing

$25M in assets, 101 participants

Exfo America Inc.'s Exfo USA 401(k) Plan reported $25M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,880 in Manufacturing (20,602 peers)

Coverage in Texas

Exfo USA 401(k) Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $25M.

#14,880
in Manufacturing (20,602 peers)
-16.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Exfo USA 401(k) Plan's outsized position by total assets

Exfo USA 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,814,782 Top 20% higher than 80% of 139,123 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 2022

Exfo USA 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exfo USA 401(k) Plan sits mid-pack in the medium band (101 participants).

Published 5500 schedule card

Filing strip 752456766 · Exfo America Inc. PY 2022 · 401(k)

Exfo USA 401(k) Plan · $25M · 101 · 80th

  • ASSETS $25M
  • ASSETS 101
  • ASSETS 80th
  • ASSETS 401(k)
  • ASSETS near Rbc Employee Retirement Plan
  • ASSETS ind #14880

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 Manufacturing retirement plans → · Plans in Texas →

Exfo USA 401(k) Plan in the asset neighbourhood

Rbc Employee Retirement Plan$25MExfo USA 401(k) Plan$25MMeridian Design Build Retirement Savings PlanMeridian Design Build Retire…$25MWire Belt Company of America, Inc. 401(k) PlanWire Belt Company of America…$25MMoneytree, Inc. Profit Sharing and 401(k) PlanMoneytree, Inc. Profit Shari…$25M
End-of-year total assets ($M) among Exfo USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN752456766
Plan Effective Date1973-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exfo America Inc.)

Sponsor-wide plan assets over time

All Exfo America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 13.699382892019765% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.8M $28.2M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 101 $25M
2023 1 119 $27M
2024 1 110 $28M

Nearby 401(k) Plans in Texas

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

Exfo USA 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Exfo USA 401(k) Plan, Total assets ($B): 0.024814782 · Participants: 101Exfo USA 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Exfo USA 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is Rbc Employee Retirement Plan in VA ($25M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Exfo USA 401(k) Plan assets move in 2022?
Exfo USA 401(k) Plan declined sharply - down 16.9% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Exfo America Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Exfo America Inc.'s sponsor-wide assets grew 13.7%, from $25M to $28M.
Where does Exfo USA 401(k) Plan rank by assets among Form 5500 filers?
Exfo USA 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Exfo USA 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rbc Employee Retirement Plan in VA ($25M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Exfo USA 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants, N/A in assets).