401(k) · DOL Form 5500 · 2023

Exponent Partners 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
56
Participants Small participant base
51st
Percentile by assets National rank
$122,552
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Exponent Partners 401(k) Profit Sharing Plan and Trust · Sponsored by Exponent Partners · California · Professional & Technical Services

$7M in assets, 56 participants

Exponent Partners's Exponent Partners 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,956 in Professional & Technical Services (20,321 peers)

Exponent Partners multi-year trail

Exponent Partners's plans moved +31.9% in assets from 2022 to 2024; this filing shows Exponent Partners 401(k) Profit Sharing Plan and Trust at $7M / 56 participants.

#9,956
in Professional & Technical Services (20,321 peers)
+17.9%
assets growth YoY

Exponent Partners 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Exponent Partners 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,862,915 Top 49% higher than 51% 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

Exponent Partners 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exponent Partners 401(k) Profit Sharing Plan and Trust is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exponent Partners 401(k) Profit Sharing Plan and Trust reported net income rose from -$593K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Exponent Partners 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Exponent Partners 401(k) Profit Sharing Plan and Trust reported participants fell from 64 in the plan year 2022 filing to 56 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202515856 · Exponent Partners PY 2023 · 401(k)

Exponent Partners 401(k) Profit Sharing Plan and Trust · $7M · 56 · 51st

  • EBSA $7M
  • PART 56
  • TYPE 51st
  • NET 401(k)
  • BOOK near Infinity Hospice Care 401(k) Plan
  • VS-ST ind #9956

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 Professional & Technical Services retirement plans → · Plans in California →

Exponent Partners 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Exponent Partners 401(k) Profit Sharing Plan and TrustExponent Partners 401(k) Pro…$7MInfinity Hospice Care 401(k) PlanInfinity Hospice Care 401(k)…$7MArtistic Tile Profit Sharing & 401(k) PlanArtistic Tile Profit Sharing…$7MKobussen Buses, Ltd. 401(k) Profit Sharing PlanKobussen Buses, Ltd. 401(k) …$7MAmerican Society of Cataract 401(k) Profit Sharing Plan and TrustAmerican Society of Cataract…$7M
End-of-year total assets ($M) among Exponent Partners 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Exponent Partners multi-year asset trail

Sponsor-wide plan assets over time

All Exponent Partners plans reported in each filing year

Latest sponsor-wide plan assets
$9M 31.888443171642855% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.76M $8.92M ▲ +32.0%
Year Plans Participants Total Assets
2022 2 138 $7M
2023 2 125 $8M
2024 2 97 $9M

Exponent Partners filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN202515856
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Exponent Partners 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Exponent Partners 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006862915 · Participants: 56Exponent Partners 401(k) Profit Sharing Plan and TrustWells 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
Exponent Partners 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Exponent Partners 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Exponent Partners 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Infinity Hospice Care 401(k) Plan in AZ ($7M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Exponent Partners 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Exponent Partners 401(k) Profit Sharing Plan and Trust grew sharply - up 17.9% during 2023, from $6M to $7M. Reported net income was $1M.
How have Exponent Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exponent Partners's sponsor-wide assets grew 31.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Exponent Partners 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Infinity Hospice Care 401(k) Plan in AZ ($7M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Exponent Partners 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Steak Service Retirement Plan in PA (56 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 202515856.

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.