401(k) · DOL Form 5500 · 2022

Expertvoice, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
153
Participants Small participant base
69th
Percentile by assets National rank
$81,560
Avg per participant Below avg balance/head
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Official DOL plan name: Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Expertvoice, Inc. · Utah · Professional & Technical Services

$12M in assets, 153 participants

Expertvoice, Inc.'s Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,785 in Professional & Technical Services (21,562 peers)

Coverage in Utah

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust covers 153 participants in Utah, about 26% of the average Utah filer (state average ~592 per filing). Assets: $12M.

#14,785
in Professional & Technical Services (21,562 peers)
-9.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$12,478,629 Top 31% higher than 69% 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

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust 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. Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (153 participants).

Published 5500 schedule card

Filing strip 201957244 · Expertvoice, Inc. PY 2022 · 401(k)

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust · $12M · 153 · 69th

  • PHOTO $12M
  • IND 153
  • EOY 69th
  • 5500 401(k)
  • ASSETS near Volition Capital LLC Profit Sharing/401(k) Plan
  • PCT ind #14785

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 Utah →

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Expertvoice, Inc. 401(k) Profit Sharing Plan & TrustExpertvoice, Inc. 401(k) Pro…$12MVolition Capital LLC Profit Sharing/401(k) PlanVolition Capital LLC Profit …$12MLaufer Group International Ltd 401(k) Profit Sharing Plan and TrustLaufer Group International L…$12MV. Sattui Winery 401(k) Profit Sharing PlanV. Sattui Winery 401(k) Prof…$12MMarkley Lowell LLC 401(k) Profit Sharing Plan & TrustMarkley Lowell LLC 401(k) Pr…$12M
End-of-year total assets ($M) among Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN201957244
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Expertvoice, Inc.)

Sponsor-wide plan assets over time

All Expertvoice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 58.72683609713856% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.5M $19.8M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 153 $12M
2023 1 168 $15M
2024 1 161 $20M

Nearby 401(k) Plans in Utah

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

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.012478629 · Participants: 153Expertvoice, Inc. 401(k) Profit Sharing Plan & TrustDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Volition Capital LLC Profit Sharing/401(k) Plan in MA ($12M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 9.9% during 2022, from $14M to $12M. Reported net income was -$1M.
How have Expertvoice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expertvoice, Inc.'s sponsor-wide assets grew 58.7%, from $12M to $20M.
Which 401(k) plans are similar in size to Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Volition Capital LLC Profit Sharing/401(k) Plan in MA ($12M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 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 201957244.

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.