ESOP · DOL Form 5500 · 2022

Exponent Partners ESOP

Data updated 2026-08-25

$940K
Total assets Small plan by assets
74
Participants Small participant base
24th
Percentile by assets National rank
$12,707
Avg per participant Low balance/head
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Official DOL plan name: Exponent Partners Employee Stock Ownership Plan · Sponsored by Exponent Partners · California · Professional & Technical Services

$940K in assets, 74 participants

Exponent Partners's Exponent Partners Employee Stock Ownership Plan reported $940K in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,435 in Professional & Technical Services (21,562 peers)

Exponent Partners multi-year trail

Exponent Partners's plans moved +31.9% in assets from 2022 to 2024; this filing shows Exponent Partners Employee Stock Ownership Plan at $940K / 74 participants.

#4,435
in Professional & Technical Services (21,562 peers)
+12.4%
assets growth YoY

Exponent Partners Employee Stock Ownership Plan among the smaller filed plans by assets

Exponent Partners Employee Stock Ownership Plan vs every filed plan by assets

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

$940,354 24th percentile higher than 24% 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

Exponent Partners Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exponent Partners Employee Stock Ownership Plan is a small filing (74 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 202515856 · Exponent Partners PY 2022 · ESOP

Exponent Partners Employee Stock Ownership Plan · $940K · 74 · 24th

  • BOOK $940K
  • VS-ST 74
  • BOY 24th
  • SCH ESOP
  • EBSA near Citizen Auto Stage Company Employee Stock Ownership Plan and Trust
  • PART ind #4435

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 California →

Exponent Partners Employee Stock Ownership Plan in the asset neighbourhood

Exponent Partners Employee Stock Ownership PlanExponent Partners Employee S…$940KCitizen Auto Stage Company Employee Stock Ownership Plan and TrustCitizen Auto Stage Company E…$939KMarket Finders Insurance Corporation Employee Stock Ownership PlanMarket Finders Insurance Cor…$944KAlpha-Omega Training and Compliance, Inc. Employee Stock Ownership PlanAlpha-Omega Training and Com…$944KKci Enterprises, Inc Employee Stock Ownership PlanKci Enterprises, Inc Employe…$944K
End-of-year total assets ($M) among Exponent Partners Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Exponent Partners multi-year asset trail

Sponsor-wide plan assets over time

All Exponent Partners plans reported in each filing year

Latest sponsor-wide plan assets
$9M 31.888443171642855% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.76M $8.92M ▲ +32.0%
Year Plans Participants Total Assets
2022 2 138 $7M
2023 2 125 $8M
2024 2 97 $9M

Exponent Partners filing trail (2022)

Total Assets (Beginning of Year)$836K
Net Assets (End of Year)$940K
Net Income$104K
Employer EIN202515856
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Exponent Partners Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Exponent Partners Employee Stock Ownership Plan, Total assets ($B): 0.000940354 · Participants: 74Exponent Partners Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Exponent Partners Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Exponent Partners Employee Stock Ownership Plan side-by-side with 3 peers →

Exponent Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Citizen Auto Stage Company Employee Stock Ownership Plan and Trust in AZ ($939K); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Exponent Partners Employee Stock Ownership Plan assets move in 2022? ▼
Exponent Partners Employee Stock Ownership Plan grew at a solid clip - up 12.4% during 2022, from $836K to $940K. Reported net income was $104K.
How have Exponent Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exponent Partners's sponsor-wide assets grew 31.9%, from $7M to $9M.
Where does Exponent Partners Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Exponent Partners Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Exponent Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Citizen Auto Stage Company Employee Stock Ownership Plan and Trust in AZ ($939K, 36 participants).
Which ESOP plans cover a similar participant headcount to Exponent Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (74 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202515856.

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.