401(k) · DOL Form 5500 · 2023

Exo, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
156
Participants Small participant base
53rd
Percentile by assets National rank
$49,302
Avg per participant Low balance/head
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Official DOL plan name: Exo, Inc. 401(k) Plan · Sponsored by Exo, Inc. · California · Wholesale Trade

$8M in assets, 156 participants

Exo, Inc.'s Exo, Inc. 401(k) Plan reported $8M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,740 in Wholesale Trade (6,309 peers)

Coverage in California

Exo, Inc. 401(k) Plan covers 156 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $8M.

#2,740
in Wholesale Trade (6,309 peers)
+72.1%
assets growth YoY

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

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

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

$7,691,128 Top 47% higher than 53% 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

Exo, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exo, Inc. 401(k) Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exo, Inc. 401(k) Plan reported net income rose from $996K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Exo, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Exo, Inc. 401(k) Plan reported participants rose from 141 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 813936528 · Exo, Inc. PY 2023 · 401(k)

Exo, Inc. 401(k) Plan · $8M · 156 · 53rd

  • RANK $8M
  • PHOTO 156
  • IND 53rd
  • EOY 401(k)
  • 5500 near Yellowjacket Oilfield Services 401(k) Plan
  • ASSETS ind #2740

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 →

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

Exo, Inc. 401(k) Plan$8MYellowjacket Oilfield Services 401(k) PlanYellowjacket Oilfield Servic…$8MRands Trucking, Inc. 401(k) Profit Sharing PlanRands Trucking, Inc. 401(k) …$8MPresencelearning, Inc. 401(k) PlanPresencelearning, Inc. 401(k…$8MOpen Dental Software 401(k) PlanOpen Dental Software 401(k) …$8M
End-of-year total assets ($M) among Exo, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN813936528
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exo, Inc.)

Sponsor-wide plan assets over time

All Exo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 113.43850883195805% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.47M $9.54M ▲ +113.4%
Year Plans Participants Total Assets
2022 1 141 $4M
2023 1 156 $8M
2024 1 152 $10M

Nearby 401(k) Plans in California

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

Exo, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Exo, Inc. 401(k) Plan, Total assets ($B): 0.007691128 · Participants: 156Exo, 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
Exo, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Exo, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Yellowjacket Oilfield Services 401(k) Plan in TX ($8M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Exo, Inc. 401(k) Plan assets move in 2023? ▼
Exo, Inc. 401(k) Plan surged - up 72.1% during 2023, from $4M to $8M. Reported net income was $3M.
How have Exo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exo, Inc.'s sponsor-wide assets grew 113.4%, from $4M to $10M.
Which 401(k) plans are similar in size to Exo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yellowjacket Oilfield Services 401(k) Plan in TX ($8M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Exo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 813936528.

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.