401(k) · DOL Form 5500 · 2022
EXOS 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 2,913
- Participants Above avg headcount
- 84th
- Percentile by assets National rank
- $11,560
- Avg per participant Low balance/head
Official DOL plan name: Exos Retirement Plan · Sponsored by EXOS · Arizona · Professional & Technical Services
$34M in assets, 2,913 participants
EXOS's Exos Retirement Plan reported $34M in total assets and 2,913 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #18,292 in Professional & Technical Services (21,562 peers)
Coverage in Arizona
Exos Retirement Plan covers 2,913 participants in Arizona, 5.2x the typical Arizona plan (state average ~564 per filing). Assets: $34M.
- #18,292
- in Professional & Technical Services (21,562 peers)
- -11.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Exos Retirement Plan's outsized position by total assets
Exos Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$33,674,472 Top 16% higher than 84% 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
Exos Retirement 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. Exos Retirement Plan lands in the large band (2,913 participants).
Published 5500 schedule card
Filing strip 562590587 · EXOS PY 2022 · 401(k)
Exos Retirement Plan · $34M · 2,913 · 84th
- EBSA $34M
- EBSA 2,913
- EBSA 84th
- EBSA 401(k)
- EBSA near Inspirato LLC 401(k) Plan
- EBSA ind #18292
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 Professional & Technical Services retirement plans → · Plans in Arizona →
Exos Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$4M |
| Employer EIN | 562590587 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EXOS)
Sponsor-wide plan assets over time
All EXOS plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 47.011632431831444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,913 | $34M |
| 2023 | 1 | 2,221 | $43M |
| 2024 | 1 | 2,422 | $50M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Exos Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Inspirato LLC 401(k) Plan in CO ($34M); by covered participants it is Nortek 401(k) Plan in MO (2,913 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,913 participants); asset peers above are excluded.
- Nortek 401(k) Plan (MO) 2,913 · 0 off
- Citadel Retirement Savings Plan (FL) 2,914 · 1 off
- National Beef Packing Company, LLC Profit Sharing and Savings Plan (MO) 2,914 · 1 off
- Jrn, Inc. 401(k) Plan (TN) 2,912 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.