401(k) · DOL Form 5500 · 2023

Exer Holding Company LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
535
Participants Below avg headcount
41st
Percentile by assets National rank
$7,675
Avg per participant Low balance/head
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Official DOL plan name: Exer Holding Company LLC 401(k) & Profit Sharing Plan · Sponsored by Exer Holding Company LLC · California · Healthcare & Social Assistance

$4M in assets, 535 participants

Exer Holding Company LLC's Exer Holding Company LLC 401(k) & Profit Sharing Plan reported $4M in total assets and 535 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,710 in Healthcare & Social Assistance (17,684 peers)

Exer Holding Company LLC multi-year trail

Exer Holding Company LLC's plans moved +94.6% in assets from 2022 to 2024; this filing shows Exer Holding Company LLC 401(k) & Profit Sharing Plan at $4M / 535 participants.

#7,710
in Healthcare & Social Assistance (17,684 peers)
+34.7%
assets growth YoY

Exer Holding Company LLC 401(k) & Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Exer Holding Company LLC 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$4,106,105 41st percentile higher than 41% 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

Exer Holding Company LLC 401(k) & Profit Sharing 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. Exer Holding Company LLC 401(k) & Profit Sharing Plan sits mid-pack in the medium band (535 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exer Holding Company LLC 401(k) & Profit Sharing Plan reported net income rose from $466K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Exer Holding Company LLC 401(k) & Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Exer Holding Company LLC 401(k) & Profit Sharing Plan reported participants rose from 452 in the plan year 2022 filing to 535 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 461239193 · Exer Holding Company LLC PY 2023 · 401(k)

Exer Holding Company LLC 401(k) & Profit Sharing Plan · $4M · 535 · 41st

  • NET $4M
  • BOOK 535
  • VS-ST 41st
  • BOY 401(k)
  • SCH near Urenco, Inc. 401(k) Savings Plan
  • EBSA ind #7710

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Exer Holding Company LLC 401(k) & Profit Sharing Plan in the asset neighbourhood

Exer Holding Company LLC 401(k) & Profit Sharing PlanExer Holding Company LLC 401…$4MUrenco, Inc. 401(k) Savings PlanUrenco, Inc. 401(k) Savings …$4MGarland Eye Associates, P.a. 401(k) PlanGarland Eye Associates, P.a.…$4MGardner-Fox Associates, Inc. 401(k) & Profit Sharing PlanGardner-Fox Associates, Inc.…$4MOneta Company Profit Sharing PlanOneta Company Profit Sharing…$4M
End-of-year total assets ($M) among Exer Holding Company LLC 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Exer Holding Company LLC multi-year asset trail

Sponsor-wide plan assets over time

All Exer Holding Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 94.63661379007443% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $3.05M $5.93M ▲ +94.4%
Year Plans Participants Total Assets
2022 1 452 $3M
2023 1 535 $4M
2024 1 575 $6M

Exer Holding Company LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN461239193
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Exer Holding Company LLC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Exer Holding Company LLC 401(k) & Profit Sharing Plan, Total assets ($B): 0.004106105 · Participants: 535Exer Holding Company LLC 401(k) & Profit Sharing PlanWells 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
Exer Holding Company LLC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Exer Holding Company LLC 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Exer Holding Company LLC 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Urenco, Inc. 401(k) Savings Plan in VA ($4M); by covered participants it is Madera Residential 401(k) Plan in TX (535 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (535 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 Exer Holding Company LLC 401(k) & Profit Sharing Plan assets move in 2023? ▼
Exer Holding Company LLC 401(k) & Profit Sharing Plan surged - up 34.7% during 2023, from $3M to $4M. Reported net income was $1M.
How have Exer Holding Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exer Holding Company LLC's sponsor-wide assets grew 94.6%, from $3M to $6M.
Which 401(k) plans are similar in size to Exer Holding Company LLC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Urenco, Inc. 401(k) Savings Plan in VA ($4M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Exer Holding Company LLC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Madera Residential 401(k) Plan in TX (535 participants, $5M 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 461239193.

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.