401(k) · DOL Form 5500 · 2022
Experity, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 599
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $51,772
- Avg per participant Low balance/head
Official DOL plan name: Experity 401(k) Plan · Sponsored by Experity, Inc. · Illinois · Healthcare & Social Assistance
$31M in assets, 599 participants
Experity, Inc.'s Experity 401(k) Plan reported $31M in total assets and 599 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #17,218 in Healthcare & Social Assistance (20,060 peers)
Where Experity 401(k) Plan sits by assets
Experity 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 599 participants (~$51,772/participant), down 5.9% in 2022.
- #17,218
- in Healthcare & Social Assistance (20,060 peers)
- -5.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Experity 401(k) Plan's outsized position by total assets
Experity 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,011,493 Top 17% higher than 83% 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
Experity 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. Experity 401(k) Plan sits mid-pack in the medium band (599 participants).
DOL schedule card
Filing strip 412016532 · Experity, Inc. PY 2022 · 401(k)
Experity 401(k) Plan · $31M · 599 · 83rd
- ASSETS $31M
- PCT 599
- EIN 83rd
- RANK 401(k)
- PHOTO near Petrobras America Inc. 401(k) Retirement Savings Plan
- IND ind #17218
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Experity 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$2M |
| Employer EIN | 412016532 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Experity, Inc.)
Sponsor-wide plan assets over time
All Experity, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 53.03555040062082% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 599 | $31M |
| 2023 | 1 | 644 | $41M |
| 2024 | 1 | 606 | $47M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Experity 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Petrobras America Inc. 401(k) Retirement Savings Plan in TX ($31M); by covered participants it is National Underground Group 401(k) Savings Plan in CA (599 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (599 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.