401(k) · DOL Form 5500 · 2023
Exodus Management and Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $98K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $32,656
- Avg per participant Low balance/head
Official DOL plan name: Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Exodus Management and Investments, Inc. · Wisconsin · Other Services
$98K in assets, 3 participants
Exodus Management and Investments, Inc.'s Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan reported $98K in total assets and 3 participants 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.
- #1,032 in Other Services (7,857 peers)
Exodus Management and Investments, Inc. multi-year trail
Exodus Management and Investments, Inc.'s plans moved +59.7% in assets from 2022 to 2024; this filing shows Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan at $98K / 3 participants.
- #1,032
- in Other Services (7,857 peers)
- +78.4%
- assets growth YoY
Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$97,967 6th percentile higher than 6% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Exodus Management and Investments, 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. Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan reported net income rose from -$18K in the plan year 2022 filing to $43K in the plan year 2023 filing.
- Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $55K in the plan year 2022 filing to $98K in the plan year 2023 filing.
- Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 471971404 · Exodus Management and Investments, Inc. PY 2023 · 401(k)
Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan · $98K · 3 · 6th
- 5500 $98K
- ASSETS 3
- PCT 6th
- EIN 401(k)
- RANK near Mpt of Vb, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #1032
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 Other Services retirement plans → · Plans in Wisconsin →
Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Exodus Management and Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Exodus Management and Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $88K 59.68431975823335% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $55K |
| 2023 | 1 | 3 | $98K |
| 2024 | 1 | 3 | $88K |
Exodus Management and Investments, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $55K |
|---|---|
| Net Assets (End of Year) | $98K |
| Net Income | $43K |
| Employer EIN | 471971404 |
| Plan Effective Date | 2014-09-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Exodus Management and Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Mpt of Vb, Inc. 401(k) Profit Sharing Plan in VA ($98K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98K here).
- Mpt of Vb, Inc. 401(k) Profit Sharing Plan (VA) $98K · 1
- Zahyoh 401(k) Plan (NY) $98K · 142
- Claddagh Solutions Retirement Plan (TX) $98K · 2
- Begin 2 Live Inc. 401(k) Plan (OR) $98K · 1
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.