401(k) · DOL Form 5500 · 2022

Currency Exchange International 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
148
Participants Small participant base
54th
Percentile by assets National rank
$39,918
Avg per participant Low balance/head
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Official DOL plan name: Currency Exchange International 401(k) P/S Plan · Sponsored by Currency Exchange International · Florida · Finance & Insurance

$6M in assets, 148 participants

Currency Exchange International's Currency Exchange International 401(k) P/S Plan reported $6M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,509 in Finance & Insurance (9,261 peers)

Coverage in Florida

Currency Exchange International 401(k) P/S Plan covers 148 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#3,509
in Finance & Insurance (9,261 peers)
-12.8%
assets change YoY

The plan reported a net loss of $864K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Currency Exchange International 401(k) P/S Plan's mid-pack asset rank among Finance & Insurance and all filers

Currency Exchange International 401(k) P/S Plan vs every filed plan by assets

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

$5,907,909 Top 46% higher than 54% 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

Currency Exchange International 401(k) P/S 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. Currency Exchange International 401(k) P/S Plan sits mid-pack in the medium band (148 participants).

Plan-year Form 5500 strip

Filing strip 261126442 · Currency Exchange International PY 2022 · 401(k)

Currency Exchange International 401(k) P/S Plan · $6M · 148 · 54th

  • TYPE $6M
  • NET 148
  • BOOK 54th
  • VS-ST 401(k)
  • BOY near Atec Steel, LLC 401(k) Plan
  • SCH ind #3509

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 Florida →

Currency Exchange International 401(k) P/S Plan in the asset neighbourhood

Currency Exchange International 401(k) P/S PlanCurrency Exchange Internatio…$6MAtec Steel, LLC 401(k) Plan$6MTony's Express, Inc. & Economy Packaging, Inc. 401(k) PlanTony's Express, Inc. & Econo…$6MArts & Letters Creative Co. , LLC 401(k) PlanArts & Letters Creative Co. …$6MGlenmark Holding LLC 401(k) Profit Sharing PlanGlenmark Holding LLC 401(k) …$6M
End-of-year total assets ($M) among Currency Exchange International 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$864K
Employer EIN261126442
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Currency Exchange International)

Sponsor-wide plan assets over time

All Currency Exchange International plans reported in each filing year

Latest sponsor-wide plan assets
$10M 69.25186220708545% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.91M $10M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 148 $6M
2023 1 242 $8M
2024 1 291 $10M

Nearby 401(k) Plans in Florida

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

Currency Exchange International 401(k) P/S Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Currency Exchange International 401(k) P/S Plan, Total assets ($B): 0.005907909 · Participants: 148Currency Exchange International 401(k) P/S PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Currency Exchange International 401(k) P/S Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Currency Exchange International 401(k) P/S Plan side-by-side with 3 peers →

Currency Exchange International 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Atec Steel, LLC 401(k) Plan in KS ($6M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Currency Exchange International 401(k) P/S Plan assets move in 2022? ▼
Currency Exchange International 401(k) P/S Plan pulled back noticeably - down 12.8% during 2022, from $7M to $6M. Reported net income was -$864K.
How have Currency Exchange International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Currency Exchange International's sponsor-wide assets grew 69.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Currency Exchange International 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atec Steel, LLC 401(k) Plan in KS ($6M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Currency Exchange International 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 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 261126442.

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.