401(k) · DOL Form 5500 · 2023

Xpt Partners LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 294
Participants Below avg headcount: 69th
Percentile by assets National rank: $55,653
Avg per participant Low balance/head

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Official DOL plan name: Xpt Partners 401(k) Plan · Sponsored by Xpt Partners LLC · Connecticut · Finance & Insurance

$16M in assets, 294 participants

Xpt Partners LLC's Xpt Partners 401(k) Plan reported $16M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#4,831 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Xpt Partners 401(k) Plan covers 294 participants in Connecticut, about 41% of the average Connecticut filer (state average ~718 per filing). Assets: $16M.

#4,831
in Finance & Insurance (8,869 peers): +51.9%
assets growth YoY

Xpt Partners 401(k) Plan's outsized position by total assets

Xpt Partners 401(k) Plan vs every filed plan by assets

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

$16,361,898 Top 31% higher than 69% 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

Xpt Partners 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. Xpt Partners 401(k) Plan sits mid-pack in the medium band (294 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%)

Xpt Partners 401(k) Plan reported net income rose from -$349K in the plan year 2022 filing to $5M in the plan year 2023 filing.
Xpt Partners 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Xpt Partners 401(k) Plan reported participants rose from 217 in the plan year 2022 filing to 294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 842849287 · Xpt Partners LLC PY 2023 · 401(k)

Xpt Partners 401(k) Plan · $16M · 294 · 69th

NET $16M
NET 294
NET 69th
NET 401(k)
NET near Lti Technology Solutions 401(k) Profit Sharing Plan & Trust
NET ind #4831

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 Finance & Insurance retirement plans → · Plans in Connecticut →

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

Connecticut filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$16M
Net Income	$5M
Employer EIN	842849287
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Xpt Partners LLC)

Latest sponsor-wide plan assets: $21M 94.95005662189355% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	217	$11M
2023	1	294	$16M
2024	1	347	$21M

Nearby 401(k) Plans in Connecticut

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

Xpt Partners 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Xpt Partners 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Lti Technology Solutions 401(k) Profit Sharing Plan & Trust in NE ($16M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Lti Technology Solutions 401(k) Profit Sharing Plan & Trust (NE) $16M · 127
Lake County Press, Inc. Deferred Compensation Plan (IL) $16M · 153
Inspired Energy Profit Sharing & 401(k) Plan (FL) $16M · 86
Arylessence, Inc. 401(k) Profit Sharing Plan (GA) $16M · 159

Similar participant headcount

Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.

University Cancer & Blood Center, LLC (GA) 294 · 0 off
Greenfield Industries, Inc. 401(k) Plan (SC) 294 · 0 off
Allen Tate Companies Retirement Plan (NC) 294 · 0 off
Philadelphia 76ers 401(k) Plan (NJ) 294 · 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 Xpt Partners 401(k) Plan assets move in 2023? ▼

Xpt Partners 401(k) Plan surged - up 51.9% during 2023, from $11M to $16M. Reported net income was $5M.

How have Xpt Partners LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Xpt Partners LLC's sponsor-wide assets grew 95.0%, from $11M to $21M.

Which 401(k) plans are similar in size to Xpt Partners 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lti Technology Solutions 401(k) Profit Sharing Plan & Trust in NE ($16M, 127 participants).

Which 401(k) plans cover a similar participant headcount to Xpt Partners 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is University Cancer & Blood Center, LLC in GA (294 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 842849287.