401(k) · DOL Form 5500 · 2022

Xy Planning Network, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
102
Participants Small participant base
26th
Percentile by assets National rank
$10,533
Avg per participant Low balance/head
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Official DOL plan name: Xy Planning Team Member Ownership Plan · Sponsored by Xy Planning Network, Inc. · Montana · Finance & Insurance

$1M in assets, 102 participants

Xy Planning Network, Inc.'s Xy Planning Team Member Ownership Plan reported $1M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,577 in Finance & Insurance (9,261 peers)

Coverage in Montana

Xy Planning Team Member Ownership Plan covers 102 participants in Montana, about 38% of the average Montana filer (state average ~271 per filing). Assets: $1M.

#1,577
in Finance & Insurance (9,261 peers)
+109.5%
assets growth YoY

Xy Planning Team Member Ownership Plan among the smaller filed plans by assets

Xy Planning Team Member Ownership Plan vs every filed plan by assets

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

$1,074,392 26th percentile higher than 26% 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

Xy Planning Team Member Ownership 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. Xy Planning Team Member Ownership Plan sits mid-pack in the medium band (102 participants).

DOL schedule card

Filing strip 464697129 · Xy Planning Network, Inc. PY 2022 · 401(k)

Xy Planning Team Member Ownership Plan · $1M · 102 · 26th

  • NET $1M
  • BOOK 102
  • VS-ST 26th
  • BOY 401(k)
  • SCH near Peregrine Market Access 401(k) Plan
  • EBSA ind #1577

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 Montana →

Xy Planning Team Member Ownership Plan in the asset neighbourhood

Xy Planning Team Member Ownership PlanXy Planning Team Member Owne…$1MPeregrine Market Access 401(k) PlanPeregrine Market Access 401(…$1MDg Smith Enterprises Inc 401(k) Profit Sharing PlanDg Smith Enterprises Inc 401…$1MFetrow Insurance Associates Ll 401(k) Profit Sharing Plan & TrustFetrow Insurance Associates …$1MSalvo Technologies, Inc. 401(k) PlanSalvo Technologies, Inc. 401…$1M
End-of-year total assets ($M) among Xy Planning Team Member Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$513K
Net Assets (End of Year)$1M
Net Income$561K
Employer EIN464697129
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xy Planning Network, Inc.)

Sponsor-wide plan assets over time

All Xy Planning Network, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 410.0420516906306% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $1.07M $5.48M ▲ +412.1%
Year Plans Participants Total Assets
2022 1 102 $1M
2023 1 98 $4M
2024 1 88 $5M

Nearby 401(k) Plans in Montana

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

Xy Planning Team Member Ownership Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Xy Planning Team Member Ownership Plan, Total assets ($M): 1.074392 · Participants: 102Xy Planning Team Member Ownership PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Xy Planning Team Member Ownership Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Xy Planning Team Member Ownership Plan side-by-side with 3 peers →

Xy Planning Team Member Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Peregrine Market Access 401(k) Plan in NY ($1M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Xy Planning Team Member Ownership Plan assets move in 2022? ▼
Xy Planning Team Member Ownership Plan surged - up 109.5% during 2022, from $513K to $1M. Reported net income was $561K.
How have Xy Planning Network, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xy Planning Network, Inc.'s sponsor-wide assets grew 410.0%, from $1M to $5M.
Which 401(k) plans are similar in size to Xy Planning Team Member Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peregrine Market Access 401(k) Plan in NY ($1M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Xy Planning Team Member Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants, N/A 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 464697129.

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.