401(k) · DOL Form 5500 · 2023
Experian, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 6,541
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $228,270
- Avg per participant Above avg balance/head
Official DOL plan name: Experian Personal Investment Plan · Sponsored by Experian, Inc. · California · Finance & Insurance
$1.5B in assets, 6,541 participants
Experian, Inc.'s Experian Personal Investment Plan reported $1.5B in total assets and 6,541 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,709 in Finance & Insurance (8,869 peers)
Coverage in California
Experian Personal Investment Plan covers 6,541 participants in California, 10x the typical California plan (state average ~630 per filing). Assets: $1.5B.
- #8,709
- in Finance & Insurance (8,869 peers)
- +20.7%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
Experian Personal Investment Plan's outsized position by total assets
Experian Personal Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,493,114,083 Top 1% higher than 99% 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
Experian Personal Investment 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. Experian Personal Investment Plan lands in the large band (6,541 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Experian Personal Investment Plan reported net income rose from -$217M in the plan year 2022 filing to $256M in the plan year 2023 filing.
- Experian Personal Investment Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
- Experian Personal Investment Plan reported participants rose from 6,026 in the plan year 2022 filing to 6,541 in the plan year 2023 filing.
DOL schedule card
Filing strip 311343192 · Experian, Inc. PY 2023 · 401(k)
Experian Personal Investment Plan · $1.5B · 6,541 · 99th
- PCT $1.5B
- EIN 6,541
- RANK 99th
- PHOTO 401(k)
- IND near Encompass Health Corporation 401(k) Retirement Plan
- EOY ind #8709
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 California →
Experian Personal Investment Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $256M |
| Employer EIN | 311343192 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Experian, Inc.)
Sponsor-wide plan assets over time
All Experian, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 36.56424199999439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,026 | $1.2B |
| 2023 | 1 | 6,541 | $1.5B |
| 2024 | 1 | 6,456 | $1.7B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Experian Personal Investment Plan
Experian Personal Investment Plan reports $1.5B in end-of-year assets across 6,541 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $228,270 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2023 was $256M.
This plan identity (EIN 311343192, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.7B (+36.6%) while covered participants moved from 6,026 to 6,456 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,026 | $1.2B | Open filing |
| 2023 | 6,541 | $1.5B | This page |
| 2024 · index core | 6,456 | $1.7B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Experian Personal Investment Plan (401(k), $1.7B, 6,456 participants)
Experian Personal Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Encompass Health Corporation 401(k) Retirement Plan in AL ($1.5B); by covered participants it is National Heritage Academies, Inc. Retirement Savings Plan in MI (6,534 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Encompass Health Corporation 401(k) Retirement Plan (AL) $1.5B · 24,565
- Brown & Brown, Inc Employee Savings Plan (FL) $1.5B · 11,978
- Covington & Burling Retirement Savings Plan (DC) $1.5B · 2,056
- Asml US Employees' Savings and Retirement Plan (AZ) $1.5B · 7,369
Similar participant headcount
Nearest other-state filings by covered participants (6,541 participants); asset peers above are excluded.
- National Heritage Academies, Inc. Retirement Savings Plan (MI) 6,534 · 7 off
- The Mohegan Retirement and 401(k) Plan (CT) 6,534 · 7 off
- H&m Hennes & Mauritz 401(k) Plan (NJ) 6,534 · 7 off
- Akima, LLC 401(k) Plan (VA) 6,550 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.