ESOP · DOL Form 5500 · 2022

Experitec, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
172
Participants Small participant base
76th
Percentile by assets National rank
$109,302
Avg per participant Below avg balance/head
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Official DOL plan name: Experitec, Inc. Employee Stock Ownership Plan · Sponsored by Experitec, Inc. · Missouri · Wholesale Trade

$19M in assets, 172 participants

Experitec, Inc.'s Experitec, Inc. Employee Stock Ownership Plan reported $19M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,026 in Wholesale Trade (6,843 peers)

Coverage in Missouri

Experitec, Inc. Employee Stock Ownership Plan covers 172 participants in Missouri, about 23% of the average Missouri filer (state average ~737 per filing). Assets: $19M.

#5,026
in Wholesale Trade (6,843 peers)
+54.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Experitec, Inc. Employee Stock Ownership Plan's outsized position by total assets

Experitec, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,800,000 Top 24% higher than 76% 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

Experitec, Inc. Employee Stock Ownership 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. Experitec, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (172 participants).

DOL schedule card

Filing strip 431043152 · Experitec, Inc. PY 2022 · ESOP

Experitec, Inc. Employee Stock Ownership Plan · $19M · 172 · 76th

  • EIN $19M
  • RANK 172
  • PHOTO 76th
  • IND ESOP
  • EOY near Exporters & Traders Compress & Warehouse Co. ESOP
  • 5500 ind #5026

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 What is an ESOP? → · Plans in Missouri →

Experitec, Inc. Employee Stock Ownership Plan in the asset neighbourhood

R & B Wagner, Inc. Employee Stock Ownership PlanR & B Wagner, Inc. Employee …$19MExperitec, Inc. Employee Stock Ownership PlanExperitec, Inc. Employee Sto…$19MExporters & Traders Compress & Warehouse Co. ESOPExporters & Traders Compress…$19MUnited Laboratories, Inc. Combined Employee Stock Ownership PlanUnited Laboratories, Inc. Co…$19MLoureiro Engineering Associates, Inc. Employee Stock Ownership PlanLoureiro Engineering Associa…$19M
End-of-year total assets ($M) among Experitec, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$4M
Net Income$7M
Employer EIN431043152
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Experitec, Inc.)

Sponsor-wide plan assets over time

All Experitec, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 49.09441503492271% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $70.1M $104M ▲ +49.1%
Year Plans Participants Total Assets
2022 2 374 $70M
2023 2 418 $85M
2024 2 479 $104M

Nearby ESOP Plans in Missouri

Peer ESOP plans, same state, same plan type, ranked by total assets.

Experitec, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants Experitec, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0188 · Participants: 172Experitec, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
Experitec, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants

Experitec, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Exporters & Traders Compress & Warehouse Co. ESOP in TX ($19M); by covered participants it is Moore Engineering, Inc. Employee Stock Ownership Plan and Trust in ND (172 participants). Same-state nearby plans are listed separately above.

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 Experitec, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Experitec, Inc. Employee Stock Ownership Plan surged - up 54.1% during 2022, from $12M to $19M. Reported net income was $7M.
How have Experitec, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Experitec, Inc.'s sponsor-wide assets grew 49.1%, from $70M to $104M.
Where does Experitec, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Experitec, Inc. Employee Stock Ownership Plan ranks in the 76th 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 ESOP plans are similar in size to Experitec, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Exporters & Traders Compress & Warehouse Co. ESOP in TX ($19M, 32 participants).
Which ESOP plans cover a similar participant headcount to Experitec, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Moore Engineering, Inc. Employee Stock Ownership Plan and Trust in ND (172 participants, $34M in assets).