401(k) · DOL Form 5500 · 2022
Exeter Finance LLC 401(k) Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 1,445
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $34,415
- Avg per participant Low balance/head
Official DOL plan name: Exeter Finance LLC 401(k) Profit Sharing Plan · Sponsored by Exeter Finance LLC · Texas · Finance & Insurance
$50M in assets, 1,445 participants
Exeter Finance LLC's Exeter Finance LLC 401(k) Profit Sharing Plan reported $50M in total assets and 1,445 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #7,478 in Finance & Insurance (9,261 peers)
Coverage in Texas
Exeter Finance LLC 401(k) Profit Sharing Plan covers 1,445 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $50M.
- #7,478
- in Finance & Insurance (9,261 peers)
- -3.1%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
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.
Exeter Finance LLC 401(k) Profit Sharing Plan's outsized position by total assets
Exeter Finance LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$49,729,413 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Exeter Finance LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exeter Finance LLC 401(k) Profit Sharing Plan lands in the large band (1,445 participants).
Plan-year Form 5500 strip
Filing strip 113779713 · Exeter Finance LLC PY 2022 · 401(k)
Exeter Finance LLC 401(k) Profit Sharing Plan · $50M · 1,445 · 88th
- BOY $50M
- BOY 1,445
- BOY 88th
- BOY 401(k)
- BOY near Merchants Automotive Group, LLC 401(k) Plan
- BOY ind #7478
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 Finance & Insurance retirement plans → · Plans in Texas →
Exeter Finance LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | -$2M |
| Employer EIN | 113779713 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exeter Finance LLC)
Sponsor-wide plan assets over time
All Exeter Finance LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 73.52012580562734% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,445 | $50M |
| 2023 | 1 | 1,593 | $66M |
| 2024 | 1 | 1,726 | $86M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Exeter Finance LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Merchants Automotive Group, LLC 401(k) Plan in NH ($50M); by covered participants it is Profit Sharing Plan and Trust Mckibbon Hospitality in FL (1,445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Merchants Automotive Group, LLC 401(k) Plan (NH) $50M · 595
- Space Coast Credit Union 401(k) Savings Plan (FL) $50M · 937
- Western Building Products, Inc. Employee Stock Ownership Plan and 401(k) Savings Plan (WI) $50M · 179
- Swanson Group, Inc. and Affiliated Companies Employee Savings Plan (OR) $50M · 774
Similar participant headcount
Nearest other-state filings by covered participants (1,445 participants); asset peers above are excluded.
- Profit Sharing Plan and Trust Mckibbon Hospitality (FL) 1,445 · 0 off
- The California Commerce Club, Inc. Retirement Savings Plan (CA) 1,445 · 0 off
- Calumet Gp, LLC Retirement Savings Plan (IN) 1,445 · 0 off
- Koozie Group 401(k) Savings & Investment Plan (FL) 1,445 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.