401(k) · DOL Form 5500 · 2022

Exegy Incorporated 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
163
Participants Small participant base
75th
Percentile by assets National rank
$103,938
Avg per participant Below avg balance/head
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Official DOL plan name: Exegy Incorporated 401(k) Plan · Sponsored by Exegy Incorporated · Missouri · Professional & Technical Services

$17M in assets, 163 participants

Exegy Incorporated's Exegy Incorporated 401(k) Plan reported $17M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,064 in Professional & Technical Services (21,562 peers)

Coverage in Missouri

Exegy Incorporated 401(k) Plan covers 163 participants in Missouri, about 22% of the average Missouri filer (state average ~737 per filing). Assets: $17M.

#16,064
in Professional & Technical Services (21,562 peers)
-22.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Exegy Incorporated 401(k) Plan's outsized position by total assets

Exegy Incorporated 401(k) Plan vs every filed plan by assets

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

$16,941,922 Top 25% higher than 75% 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

Exegy Incorporated 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. Exegy Incorporated 401(k) Plan sits mid-pack in the medium band (163 participants).

Plan-year Form 5500 strip

Filing strip 861056004 · Exegy Incorporated PY 2022 · 401(k)

Exegy Incorporated 401(k) Plan · $17M · 163 · 75th

  • NET $17M
  • BOOK 163
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Health Information Associates, Inc. 401(k) Plan
  • EBSA ind #16064

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 Missouri →

Exegy Incorporated 401(k) Plan in the asset neighbourhood

Exegy Incorporated 401(k) PlanExegy Incorporated 401(k) Pl…$17MHealth Information Associates, Inc. 401(k) PlanHealth Information Associate…$17MPowers and Sons, LLC 401(k) PlanPowers and Sons, LLC 401(k) …$17MTower Laboratories 401(k) PlanTower Laboratories 401(k) Pl…$17MGary D. Nelson Associates, Inc. 401(k) Profit Sharing Plan and TrustGary D. Nelson Associates, I…$17M
End-of-year total assets ($M) among Exegy Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$5M
Employer EIN861056004
Plan Effective Date2007-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exegy Incorporated)

Sponsor-wide plan assets over time

All Exegy Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$19M 13.72873750687791% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.9M $19.3M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 163 $17M
2023 1 148 $17M
2024 1 118 $19M

Nearby 401(k) Plans in Missouri

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

Exegy Incorporated 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Exegy Incorporated 401(k) Plan, Total assets ($B): 0.016941922 · Participants: 163Exegy Incorporated 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Exegy Incorporated 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Exegy Incorporated 401(k) Plan side-by-side with 3 peers →

Exegy Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Health Information Associates, Inc. 401(k) Plan in SC ($17M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Exegy Incorporated 401(k) Plan assets move in 2022? ▼
Exegy Incorporated 401(k) Plan declined sharply - down 22.3% during 2022, from $22M to $17M. Reported net income was -$5M.
How have Exegy Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exegy Incorporated's sponsor-wide assets grew 13.7%, from $17M to $19M.
Where does Exegy Incorporated 401(k) Plan rank by assets among Form 5500 filers? ▼
Exegy Incorporated 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Exegy Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Information Associates, Inc. 401(k) Plan in SC ($17M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Exegy Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 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 861056004.

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.