401(k) · DOL Form 5500 · 2022

Total Expert, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
266
Participants Below avg headcount
64th
Percentile by assets National rank
$36,193
Avg per participant Low balance/head
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Official DOL plan name: Total Expert, Inc. 401(k) Plan · Sponsored by Total Expert, Inc. · Minnesota · Professional & Technical Services

$10M in assets, 266 participants

Total Expert, Inc.'s Total Expert, Inc. 401(k) Plan reported $10M in total assets and 266 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,549 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Total Expert, Inc. 401(k) Plan covers 266 participants in Minnesota, about 24% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#13,549
in Professional & Technical Services (21,562 peers)
+24.9%
assets growth YoY

Total Expert, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Total Expert, Inc. 401(k) Plan vs every filed plan by assets

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

$9,627,363 Top 36% higher than 64% 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

Total Expert, Inc. 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. Total Expert, Inc. 401(k) Plan sits mid-pack in the medium band (266 participants).

Published 5500 schedule card

Filing strip 812229221 · Total Expert, Inc. PY 2022 · 401(k)

Total Expert, Inc. 401(k) Plan · $10M · 266 · 64th

  • SCH $10M
  • SCH 266
  • SCH 64th
  • SCH 401(k)
  • SCH near Van Ausdall & Farrar Inc. Employee Retirement Plan
  • SCH ind #13549

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 Minnesota →

Total Expert, Inc. 401(k) Plan in the asset neighbourhood

Total Expert, Inc. 401(k) PlanTotal Expert, Inc. 401(k) Pl…$10MVan Ausdall & Farrar Inc. Employee Retirement PlanVan Ausdall & Farrar Inc. Em…$10MBig Sandy Superstores 401(k) PlanBig Sandy Superstores 401(k)…$10MWhite 401(k) Plan$10MJim Burke Automotive, Inc. 401(k) Savings PlanJim Burke Automotive, Inc. 4…$10M
End-of-year total assets ($M) among Total Expert, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN812229221
Plan Effective Date2014-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Total Expert, Inc.)

Sponsor-wide plan assets over time

All Total Expert, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 86.63436706396134% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.63M $18M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 266 $10M
2023 1 304 $15M
2024 1 393 $18M

Nearby 401(k) Plans in Minnesota

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

Total Expert, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Total Expert, Inc. 401(k) Plan, Total assets ($B): 0.009627363 · Participants: 266Total Expert, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Total Expert, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Total Expert, Inc. 401(k) Plan side-by-side with 3 peers →

Total Expert, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Van Ausdall & Farrar Inc. Employee Retirement Plan in IN ($10M); by covered participants it is Pioneer Circuits, Inc. Profit Sharing and 401(k) Plan in CA (266 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Total Expert, Inc. 401(k) Plan assets move in 2022? ▼
Total Expert, Inc. 401(k) Plan grew sharply - up 24.9% during 2022, from $8M to $10M. Reported net income was $2M.
How have Total Expert, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Total Expert, Inc.'s sponsor-wide assets grew 86.6%, from $10M to $18M.
Which 401(k) plans are similar in size to Total Expert, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Van Ausdall & Farrar Inc. Employee Retirement Plan in IN ($10M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Total Expert, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Circuits, Inc. Profit Sharing and 401(k) Plan in CA (266 participants, $3M 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 812229221.

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.