401(k) · DOL Form 5500 · 2023

Exeter Finance LLC 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
1,593
Participants Near avg headcount
88th
Percentile by assets National rank
$41,731
Avg per participant Low balance/head
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Official DOL plan name: Exeter Finance LLC 401(k) Profit Sharing Plan · Sponsored by Exeter Finance LLC · Texas · Finance & Insurance

$66M in assets, 1,593 participants

Exeter Finance LLC's Exeter Finance LLC 401(k) Profit Sharing Plan reported $66M in total assets and 1,593 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,262 in Finance & Insurance (8,869 peers)

Coverage in Texas

Exeter Finance LLC 401(k) Profit Sharing Plan covers 1,593 participants in Texas, 2.3x the typical Texas plan (state average ~688 per filing). Assets: $66M.

#7,262
in Finance & Insurance (8,869 peers)
+33.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Exeter Finance LLC 401(k) Profit Sharing Plan's outsized position by total assets

Exeter Finance LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$66,477,984 Top 12% higher than 88% 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

Exeter Finance LLC 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exeter Finance LLC 401(k) Profit Sharing Plan lands in the large band (1,593 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exeter Finance LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Exeter Finance LLC 401(k) Profit Sharing Plan end-of-year assets rose from $50M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Exeter Finance LLC 401(k) Profit Sharing Plan reported participants rose from 1,445 in the plan year 2022 filing to 1,593 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113779713 · Exeter Finance LLC PY 2023 · 401(k)

Exeter Finance LLC 401(k) Profit Sharing Plan · $66M · 1,593 · 88th

  • TYPE $66M
  • TYPE 1,593
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Causeway Capital Management LLC 401(k) and Profit Sharing Plan
  • TYPE ind #7262

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 Texas →

Exeter Finance LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Murphy Employee Profit Sharing and 401(k) PlanMurphy Employee Profit Shari…$67MExeter Finance LLC 401(k) Profit Sharing PlanExeter Finance LLC 401(k) Pr…$66MCauseway Capital Management LLC 401(k) and Profit Sharing PlanCauseway Capital Management …$66MTrustone Financial Credit Union 401(k) PlanTrustone Financial Credit Un…$66MMinnwest Corporation 401(k) PlanMinnwest Corporation 401(k) …$66M
End-of-year total assets ($M) among Exeter Finance LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$66M
Net Income$17M
Employer EIN113779713
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exeter Finance LLC)

Sponsor-wide plan assets over time

All Exeter Finance LLC plans reported in each filing year

Latest sponsor-wide plan assets
$86M 73.52012580562734% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $49.7M $86.3M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 1,445 $50M
2023 1 1,593 $66M
2024 1 1,726 $86M

Nearby 401(k) Plans in Texas

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

Exeter Finance LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Exeter Finance LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.066477984 · Participants: 1593Exeter Finance LLC 401(k) Profit Sharing 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
Exeter Finance LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Exeter Finance LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Exeter Finance LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Causeway Capital Management LLC 401(k) and Profit Sharing Plan in CA ($66M); by covered participants it is Mw Life Sciences Retirement Savings Plan in IN (1,593 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,593 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 Exeter Finance LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Exeter Finance LLC 401(k) Profit Sharing Plan surged - up 33.7% during 2023, from $50M to $66M. Reported net income was $17M.
How have Exeter Finance LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exeter Finance LLC's sponsor-wide assets grew 73.5%, from $50M to $86M.
Where does Exeter Finance LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Exeter Finance LLC 401(k) Profit Sharing Plan ranks in the 88th 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 Exeter Finance LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Causeway Capital Management LLC 401(k) and Profit Sharing Plan in CA ($66M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Exeter Finance LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mw Life Sciences Retirement Savings Plan in IN (1,593 participants, $83M 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 113779713.

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.