401(k) · DOL Form 5500 · 2023

Exfo America Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
119
Participants Small participant base
77th
Percentile by assets National rank
$223,341
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Exfo USA 401(k) Plan · Sponsored by Exfo America Inc. · Texas · Manufacturing

$27M in assets, 119 participants

Exfo America Inc.'s Exfo USA 401(k) Plan reported $27M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,849 in Manufacturing (18,722 peers)

Coverage in Texas

Exfo USA 401(k) Plan covers 119 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $27M.

#12,849
in Manufacturing (18,722 peers)
+7.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Exfo USA 401(k) Plan's outsized position by total assets

Exfo USA 401(k) Plan vs every filed plan by assets

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

$26,577,597 Top 23% higher than 77% 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

Exfo USA 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. Exfo USA 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exfo USA 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Exfo USA 401(k) Plan reported participants rose from 101 in the plan year 2022 filing to 119 in the plan year 2023 filing.
  • Exfo USA 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752456766 · Exfo America Inc. PY 2023 · 401(k)

Exfo USA 401(k) Plan · $27M · 119 · 77th

  • TYPE $27M
  • TYPE 119
  • TYPE 77th
  • TYPE 401(k)
  • TYPE near The Employees Retirement and Section 401(k) Plan and Trust
  • TYPE ind #12849

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 Manufacturing retirement plans → · Plans in Texas →

Exfo USA 401(k) Plan in the asset neighbourhood

Exfo USA 401(k) Plan$27MThe Employees Retirement and Section 401(k) Plan and TrustThe Employees Retirement and…$27MShipley Energy 401(k) Retirement PlanShipley Energy 401(k) Retire…$27MSouthern First Bank 401(k) PlanSouthern First Bank 401(k) P…$27MBcci 401(k) Profit Sharing PlanBcci 401(k) Profit Sharing P…$27M
End-of-year total assets ($M) among Exfo USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN752456766
Plan Effective Date1973-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exfo America Inc.)

Sponsor-wide plan assets over time

All Exfo America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 13.699382892019765% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.8M $28.2M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 101 $25M
2023 1 119 $27M
2024 1 110 $28M

Nearby 401(k) Plans in Texas

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

Exfo USA 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Exfo USA 401(k) Plan, Total assets ($B): 0.026577597 · Participants: 119Exfo USA 401(k) 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
Exfo USA 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Exfo USA 401(k) Plan side-by-side with 3 peers →

Exfo USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Employees Retirement and Section 401(k) Plan and Trust in MD ($27M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Exfo USA 401(k) Plan assets move in 2023? ▼
Exfo USA 401(k) Plan grew at a solid clip - up 7.1% during 2023, from $25M to $27M. Reported net income was $2M.
How have Exfo America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exfo America Inc.'s sponsor-wide assets grew 13.7%, from $25M to $28M.
Where does Exfo USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Exfo USA 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Exfo USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Employees Retirement and Section 401(k) Plan and Trust in MD ($27M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Exfo USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 752456766.

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.