401(k) · DOL Form 5500 · 2023

Expanse Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$98K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$97,524
Avg per participant Below avg balance/head
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Official DOL plan name: Expanse Financial Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Expanse Financial Group, Inc. · Texas · Real Estate

$98K in assets, 1 participants

Expanse Financial Group, Inc.'s Expanse Financial Group, Inc. 401(k) Profit Sharing Plan reported $98K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #412 in Real Estate (4,727 peers)

Expanse Financial Group, Inc. multi-year trail

Expanse Financial Group, Inc.'s plans moved -16.0% in assets from 2022 to 2024; this filing shows Expanse Financial Group, Inc. 401(k) Profit Sharing Plan at $98K / 1 participant.

#412
in Real Estate (4,727 peers)
-13.0%
assets change YoY

The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Expanse Financial Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Expanse Financial Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$97,524 6th percentile higher than 6% of 127,068 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 2023

Expanse Financial Group, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Expanse Financial Group, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Expanse Financial Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$33K in the plan year 2022 filing to -$15K in the plan year 2023 filing.
  • Expanse Financial Group, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $112K in the plan year 2022 filing to $98K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 824499782 · Expanse Financial Group, Inc. PY 2023 · 401(k)

Expanse Financial Group, Inc. 401(k) Profit Sharing Plan · $98K · 1 · 6th

  • TYPE $98K
  • NET 1
  • BOOK 6th
  • VS-ST 401(k)
  • BOY near Jakfc Inc 401(k) Plan
  • SCH ind #412

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 Real Estate retirement plans → · Plans in Texas →

Expanse Financial Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Expanse Financial Group, Inc. 401(k) Profit Sharing PlanExpanse Financial Group, Inc…$98KJakfc Inc 401(k) Plan$98KGrass Creek Investments, Inc. 401(k) Profit Sharing PlanGrass Creek Investments, Inc…$97KHaijie & Mike Company 401(k) PlanHaijie & Mike Company 401(k)…$97KBoucher Pest Control Inc. 401(k) PlanBoucher Pest Control Inc. 40…$97K
End-of-year total assets ($M) among Expanse Financial Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Expanse Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Expanse Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94K 15.989290495314593% vs 2022
2024 filing year
$0.08M$0.09M$0.1M$0.11M$0.12M 202220232024 $0.11M $0.09M ▼ -18.2%
Year Plans Participants Total Assets
2022 1 1 $112K
2023 1 1 $98K
2024 1 1 $94K

Expanse Financial Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$112K
Net Assets (End of Year)$98K
Net Income-$15K
Employer EIN824499782
Plan Effective Date2018-02-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Expanse Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Expanse Financial Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000097524 · Participants: 1Expanse Financial Group, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Expanse Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Expanse Financial Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Expanse Financial Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jakfc Inc 401(k) Plan in CA ($98K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Expanse Financial Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Expanse Financial Group, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.0% during 2023, from $112K to $98K. Reported net income was -$15K.
How have Expanse Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expanse Financial Group, Inc.'s sponsor-wide assets declined 16.0%, from $112K to $94K.
Where does Expanse Financial Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Expanse Financial Group, Inc. 401(k) Profit Sharing Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Expanse Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jakfc Inc 401(k) Plan in CA ($98K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Expanse Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 824499782.

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.