401(k) · DOL Form 5500 · 2022

The Arbor Experts, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
197
Participants Below avg headcount
28th
Percentile by assets National rank
$6,853
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Arbor Experts 401(k) Plan · Sponsored by The Arbor Experts, LLC · Texas · Administrative & Support Services

$1M in assets, 197 participants

The Arbor Experts, LLC's The Arbor Experts 401(k) Plan reported $1M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,533 in Administrative & Support Services (4,927 peers)

Coverage in Texas

The Arbor Experts 401(k) Plan covers 197 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $1M.

#2,533
in Administrative & Support Services (4,927 peers)
+21.9%
assets growth YoY

The Arbor Experts 401(k) Plan among the smaller filed plans by assets

The Arbor Experts 401(k) Plan vs every filed plan by assets

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

$1,350,051 28th percentile higher than 28% 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

The Arbor Experts 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. The Arbor Experts 401(k) Plan sits mid-pack in the medium band (197 participants).

Form 5500 schedule snapshot

Filing strip 471775914 · The Arbor Experts, LLC PY 2022 · 401(k)

The Arbor Experts 401(k) Plan · $1M · 197 · 28th

  • EBSA $1M
  • PART 197
  • TYPE 28th
  • NET 401(k)
  • BOOK near Integrated Capital Management, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2533

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 Administrative & Support Services retirement plans → · Plans in Texas →

The Arbor Experts 401(k) Plan in the asset neighbourhood

The Arbor Experts 401(k) Plan$1MIntegrated Capital Management, Inc. 401(k) Profit Sharing PlanIntegrated Capital Managemen…$1MNorthstar Communications, Inc. 401(k) Profit Sharing Plan and TrustNorthstar Communications, In…$1MCity Optical Company, Inc. & Related Companies 401(k) Retirement Savings PlanCity Optical Company, Inc. &…$1MMichael J. Hanes, Cpa, a Professional Corporation 401(k) Profit Sharing PlanMichael J. Hanes, Cpa, a Pro…$1M
End-of-year total assets ($M) among The Arbor Experts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$243K
Employer EIN471775914
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Arbor Experts, LLC)

Sponsor-wide plan assets over time

All The Arbor Experts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 132.26248489871864% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.35M $3.14M ▲ +132.6%
Year Plans Participants Total Assets
2022 1 197 $1M
2023 1 252 $2M
2024 1 289 $3M

Nearby 401(k) Plans in Texas

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

The Arbor Experts 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants The Arbor Experts 401(k) Plan, Total assets ($B): 0.001350051 · Participants: 197The Arbor Experts 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
The Arbor Experts 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Arbor Experts 401(k) Plan side-by-side with 3 peers →

The Arbor Experts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Integrated Capital Management, Inc. 401(k) Profit Sharing Plan in PA ($1M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 The Arbor Experts 401(k) Plan assets move in 2022? ▼
The Arbor Experts 401(k) Plan grew sharply - up 21.9% during 2022, from $1M to $1M. Reported net income was $243K.
How have The Arbor Experts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Arbor Experts, LLC's sponsor-wide assets grew 132.3%, from $1M to $3M.
Which 401(k) plans are similar in size to The Arbor Experts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrated Capital Management, Inc. 401(k) Profit Sharing Plan in PA ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to The Arbor Experts 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M 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 471775914.

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.