401(k) · DOL Form 5500 · 2022
Exceeding Expectations, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $48,789
- Avg per participant Low balance/head
Official DOL plan name: Exceeding Expectations 401(k) Plan · Sponsored by Exceeding Expectations, Inc. · New York · Food Services & Accommodation
$4M in assets, 85 participants
Exceeding Expectations, Inc.'s Exceeding Expectations 401(k) Plan reported $4M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #3,673 in Food Services & Accommodation (4,592 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Exceeding Expectations 401(k) Plan ranks #3,673 of 4,592 2022 filers by assets (472% of the sector average)-$4M for 85 participants.
- #3,673
- in Food Services & Accommodation (4,592 peers)
- -16.9%
- assets change YoY
The plan reported a net loss of $842K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Exceeding Expectations 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Exceeding Expectations 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,147,033 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Exceeding Expectations 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exceeding Expectations 401(k) Plan is a small filing (85 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 141789602 · Exceeding Expectations, Inc. PY 2022 · 401(k)
Exceeding Expectations 401(k) Plan · $4M · 85 · 47th
- BOY $4M
- BOY 85
- BOY 47th
- BOY 401(k)
- BOY near Atech Logistics 401(k) Plan
- BOY ind #3673
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 Food Services & Accommodation retirement plans → · Plans in New York →
Exceeding Expectations 401(k) Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$842K |
| Employer EIN | 141789602 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Exceeding Expectations 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Atech Logistics 401(k) Plan in CA ($4M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Atech Logistics 401(k) Plan (CA) $4M · 202
- Support, Inc. 401(k) Plan (NC) $4M · 117
- Professional Airline Services, Inc. 401(k) Plan (FL) $4M · 1,078
- Cpo Services, Inc. 401(k) Profit Sharing Plan and Trust (IL) $4M · 96
Similar participant headcount
Nearest other-state filings by covered participants (85 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.