401(k)
2022 plan-year 401(k) DOL Form 5500

XPEDIENT LOGISTICS 401K PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

XPEDIENT MANAGEMENT GROUP LLC

This 401(k) plan holds $387K in total assets and serves 379 participants as of 2022. It is sponsored by XPEDIENT MANAGEMENT GROUP LLC in Texas. The plan reported positive net income of $54K for the year.

Total Assets (2023)
$387K
Participants
379
State
Industry
Transportation & Warehousing

What the Filing Says About XPEDIENT LOGISTICS 401K PLAN

XPEDIENT LOGISTICS 401K PLAN is a 401(k) retirement plan sponsored by XPEDIENT MANAGEMENT GROUP LLC, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $387K in total end-of-year assets and covers 379 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 462386458, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $333K at the beginning of 2022 to $387K at year-end — a gain of 16.3%. Net assets (after liabilities) closed the year at $387K, with reported net income of $54K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$333K
Total Assets (End of Year)$387K
Net Assets (End of Year)$387K
Net Income$54K
Plan Type401(k)
Employer EIN462386458
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the XPEDIENT LOGISTICS 401K PLAN?
As of the 2022 Form 5500 filing, XPEDIENT LOGISTICS 401K PLAN holds $387K in total assets with 379 participants. It is sponsored by XPEDIENT MANAGEMENT GROUP LLC.
What type of plan is XPEDIENT LOGISTICS 401K PLAN?
XPEDIENT LOGISTICS 401K PLAN is a 401(k) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 462386458.
Who sponsors the XPEDIENT LOGISTICS 401K PLAN?
XPEDIENT LOGISTICS 401K PLAN is sponsored by XPEDIENT MANAGEMENT GROUP LLC, located in Texas. The sponsor's EIN is 462386458 and the plan operates in the Transportation & Warehousing industry.
How did XPEDIENT LOGISTICS 401K PLAN perform in 2022?
XPEDIENT LOGISTICS 401K PLAN grew by 16.3% during 2022, moving from $333K to $387K in total assets. Net income was $54K.
Where can I find official filings for XPEDIENT LOGISTICS 401K PLAN?
Official Form 5500 filings for XPEDIENT LOGISTICS 401K PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 462386458 or plan name at efast.dol.gov.
How does XPEDIENT LOGISTICS 401K PLAN compare to other plans?
You can compare XPEDIENT LOGISTICS 401K PLAN against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 462386458.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.