401(k) · DOL Form 5500 · 2023

The Arbor Experts, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 252
Participants Below avg headcount: 32nd
Percentile by assets National rank: $8,974
Avg per participant Low balance/head

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Official DOL plan name: The Arbor Experts 401(k) Plan · Sponsored by The Arbor Experts, LLC · Texas · Administrative & Support Services

$2M in assets, 252 participants

The Arbor Experts, LLC's The Arbor Experts 401(k) Plan reported $2M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

#2,420 in Administrative & Support Services (4,372 peers)

Coverage in Texas

The Arbor Experts 401(k) Plan covers 252 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#2,420
in Administrative & Support Services (4,372 peers): +67.5%
assets growth YoY

The Arbor Experts 401(k) Plan among the smaller filed plans by assets

The Arbor Experts 401(k) Plan vs every filed plan by assets

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

$2,261,351 32nd percentile higher than 32% 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

The Arbor Experts 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. The Arbor Experts 401(k) Plan sits mid-pack in the medium band (252 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Arbor Experts 401(k) Plan reported net income rose from $243K in the plan year 2022 filing to $911K in the plan year 2023 filing.
The Arbor Experts 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
The Arbor Experts 401(k) Plan reported participants rose from 197 in the plan year 2022 filing to 252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471775914 · The Arbor Experts, LLC PY 2023 · 401(k)

The Arbor Experts 401(k) Plan · $2M · 252 · 32nd

EOY $2M
5500 252
ASSETS 32nd
PCT 401(k)
EIN near Monakey & Company Retirement Plan
RANK ind #2420

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 Administrative & Support Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among The Arbor Experts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$911K
Employer EIN	471775914
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Arbor Experts, LLC)

Latest sponsor-wide plan assets: $3M 132.26248489871864% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	197	$1M
2023	1	252	$2M
2024	1	289	$3M

Nearby 401(k) Plans in Texas

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

The Arbor Experts 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare The Arbor Experts 401(k) Plan side-by-side with 3 peers →

The Arbor Experts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Monakey & Company Retirement Plan in FL ($2M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Monakey & Company Retirement Plan (FL) $2M · 3
Cxm 401(k) Plan (IL) $2M · 62
Pioneer Transport 401(k) Profit Sharing Plan (PA) $2M · 22
Denise M. Kenna, M.D. 401(k) Profit Sharing Plan (PA) $2M · 4

Similar participant headcount

Nearest other-state filings by covered participants (252 participants); asset peers above are excluded.

Tonoga, Inc. Profit Sharing/401(k) Plan (NY) 252 · 0 off
Artesian 401(k) Retirement Plan (DE) 252 · 0 off
Herman R Ewell Inc Profit Sharing & Savings Plan (PA) 252 · 0 off
The National Football League Capital Accumulation Plan (CA) 252 · 0 off

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 The Arbor Experts 401(k) Plan assets move in 2023? ▼

The Arbor Experts 401(k) Plan surged - up 67.5% during 2023, from $1M to $2M. Reported net income was $911K.

How have The Arbor Experts, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Arbor Experts, LLC's sponsor-wide assets grew 132.3%, from $1M to $3M.

Which 401(k) plans are similar in size to The Arbor Experts 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Monakey & Company Retirement Plan in FL ($2M, 3 participants).

Which 401(k) plans cover a similar participant headcount to The Arbor Experts 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants, $29M 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 471775914.