401(k) · DOL Form 5500 · 2023

Exact Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
39th
Percentile by assets National rank
$333,420
Avg per participant High balance/head
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Official DOL plan name: Exact Enterprises, Inc. 401(k) Plan · Sponsored by Exact Enterprises, Inc. · California · Wholesale Trade

$4M in assets, 11 participants

Exact Enterprises, Inc.'s Exact Enterprises, Inc. 401(k) Plan reported $4M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,761 in Wholesale Trade (6,309 peers)

Exact Enterprises, Inc. multi-year trail

Exact Enterprises, Inc.'s plans moved +41.6% in assets from 2022 to 2024; this filing shows Exact Enterprises, Inc. 401(k) Plan at $4M / 11 participants.

#1,761
in Wholesale Trade (6,309 peers)
+20.5%
assets growth YoY

Exact Enterprises, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Exact Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$3,667,621 39th percentile higher than 39% 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

Exact Enterprises, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exact Enterprises, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exact Enterprises, Inc. 401(k) Plan reported net income rose from -$544K in the plan year 2022 filing to $625K in the plan year 2023 filing.
  • Exact Enterprises, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270724681 · Exact Enterprises, Inc. PY 2023 · 401(k)

Exact Enterprises, Inc. 401(k) Plan · $4M · 11 · 39th

  • VS-ST $4M
  • VS-ST 11
  • VS-ST 39th
  • VS-ST 401(k)
  • VS-ST near Blanton & Miller, PA 401(k) Profit Sharing Plan
  • VS-ST ind #1761

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 Wholesale Trade retirement plans → · Plans in California →

Exact Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Exact Enterprises, Inc. 401(k) PlanExact Enterprises, Inc. 401(…$4MBlanton & Miller, PA 401(k) Profit Sharing PlanBlanton & Miller, PA 401(k) …$4M403(b) Thrift Plan for Employees of Partnership for Families, Children and Adults, Inc.403(b) Thrift Plan for Emplo…$4MEngineering Unlimited Retirement Savings PlanEngineering Unlimited Retire…$4MThe Raimondo Law Firm PC 401(k) PlanThe Raimondo Law Firm PC 401…$4M
End-of-year total assets ($M) among Exact Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Exact Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Exact Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.55581583973856% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.04M $4.31M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 11 $3M
2023 1 11 $4M
2024 1 12 $4M

Exact Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$625K
Employer EIN270724681
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Exact Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Exact Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.003667621 · Participants: 11Exact Enterprises, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Exact Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Exact Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Exact Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Blanton & Miller, PA 401(k) Profit Sharing Plan in NC ($4M); by covered participants it is Bg Logistics, Inc. 401(k) Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); 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 Exact Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
Exact Enterprises, Inc. 401(k) Plan grew sharply - up 20.5% during 2023, from $3M to $4M. Reported net income was $625K.
How have Exact Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exact Enterprises, Inc.'s sponsor-wide assets grew 41.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Exact Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blanton & Miller, PA 401(k) Profit Sharing Plan in NC ($4M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Exact Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bg Logistics, Inc. 401(k) Plan in FL (11 participants, $3M 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 270724681.

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.