401(k) · DOL Form 5500 · 2022

Exceptional Family Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
253
Participants Below avg headcount
33rd
Percentile by assets National rank
$7,460
Avg per participant Low balance/head
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Official DOL plan name: Exceptional Family Resources 401(k) Plan · Sponsored by Exceptional Family Resources, Inc. · New York · Healthcare & Social Assistance

$2M in assets, 253 participants

Exceptional Family Resources, Inc.'s Exceptional Family Resources 401(k) Plan reported $2M in total assets and 253 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,713 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Exceptional Family Resources 401(k) Plan covers 253 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $2M.

#6,713
in Healthcare & Social Assistance (20,060 peers)
-4.3%
assets change YoY

The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Exceptional Family Resources 401(k) Plan among the smaller filed plans by assets

Exceptional Family Resources 401(k) Plan vs every filed plan by assets

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

$1,887,471 33rd percentile higher than 33% 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

Exceptional Family Resources 401(k) 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. Exceptional Family Resources 401(k) Plan sits mid-pack in the medium band (253 participants).

EBSA filing schedule strip

Filing strip 161098311 · Exceptional Family Resources, Inc. PY 2022 · 401(k)

Exceptional Family Resources 401(k) Plan · $2M · 253 · 33rd

  • VS-ST $2M
  • VS-ST 253
  • VS-ST 33rd
  • VS-ST 401(k)
  • VS-ST near Saber Building Services, Inc. 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #6713

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Exceptional Family Resources 401(k) Plan in the asset neighbourhood

Exceptional Family Resources 401(k) PlanExceptional Family Resources…$2MSaber Building Services, Inc. 401(k) Profit Sharing Plan and TrustSaber Building Services, Inc…$2MMilwaukee Broach Company Inc 401(k) Profit Sharing Plan and TrustMilwaukee Broach Company Inc…$2MRight at Home 401(k) Plan$2MBig Al's 401(k) Profit Sharing Plan and TrustBig Al's 401(k) Profit Shari…$2M
End-of-year total assets ($M) among Exceptional Family Resources 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$85K
Employer EIN161098311
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exceptional Family Resources, Inc.)

Sponsor-wide plan assets over time

All Exceptional Family Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.5626067897202% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.89M $3.33M ▲ +76.2%
Year Plans Participants Total Assets
2022 1 253 $2M
2023 1 382 $3M
2024 1 361 $3M

Nearby 401(k) Plans in New York

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

Exceptional Family Resources 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Exceptional Family Resources 401(k) Plan, Total assets ($B): 0.001887471 · Participants: 253Exceptional Family Resources 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Exceptional Family Resources 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Exceptional Family Resources 401(k) Plan side-by-side with 3 peers →

Exceptional Family Resources 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Saber Building Services, Inc. 401(k) Profit Sharing Plan and Trust in MI ($2M); by covered participants it is Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Exceptional Family Resources 401(k) Plan assets move in 2022? ▼
Exceptional Family Resources 401(k) Plan edged down modestly - down 4.3% during 2022, from $2M to $2M. Reported net income was -$85K.
How have Exceptional Family Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exceptional Family Resources, Inc.'s sponsor-wide assets grew 76.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Exceptional Family Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saber Building Services, Inc. 401(k) Profit Sharing Plan and Trust in MI ($2M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Exceptional Family Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 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 161098311.

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.