401(k) · DOL Form 5500 · 2023

Exceptional Persons, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
224
Participants Below avg headcount
69th
Percentile by assets National rank
$72,843
Avg per participant Below avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Exceptional Persons, Inc. · Sponsored by Exceptional Persons, Inc. · Iowa · Healthcare & Social Assistance

$16M in assets, 224 participants

Exceptional Persons, Inc.'s Retirement Plan for Employees of Exceptional Persons, Inc. reported $16M in total assets and 224 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.

  • #13,043 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Retirement Plan for Employees of Exceptional Persons, Inc. covers 224 participants in Iowa, about 37% of the average Iowa filer (state average ~609 per filing). Assets: $16M.

#13,043
in Healthcare & Social Assistance (17,684 peers)
+12.5%
assets growth YoY

Retirement Plan for Employees of Exceptional Persons, Inc.'s outsized position by total assets

Retirement Plan for Employees of Exceptional Persons, Inc. vs every filed plan by assets

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

$16,316,852 Top 31% higher than 69% 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

Retirement Plan for Employees of Exceptional Persons, Inc. 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. Retirement Plan for Employees of Exceptional Persons, Inc. sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Exceptional Persons, Inc. reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Plan for Employees of Exceptional Persons, Inc. end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Retirement Plan for Employees of Exceptional Persons, Inc. reported participants fell from 244 in the plan year 2022 filing to 224 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420794846 · Exceptional Persons, Inc. PY 2023 · 401(k)

Retirement Plan for Employees of Exceptional Persons, Inc. · $16M · 224 · 69th

  • SCH $16M
  • SCH 224
  • SCH 69th
  • SCH 401(k)
  • SCH near Esi Inc. of Tennessee 401(k) Profit Sharing Plan
  • SCH ind #13043

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 Iowa →

Retirement Plan for Employees of Exceptional Persons, Inc. in the asset neighbourhood

Retirement Plan for Employees of Exceptional Persons, Inc.Retirement Plan for Employee…$16MEsi Inc. of Tennessee 401(k) Profit Sharing PlanEsi Inc. of Tennessee 401(k)…$16MAvance 401(k) Plan$16MInterstate Truck Center, LLC 401(k) Profit Sharing PlanInterstate Truck Center, LLC…$16MProject Resources Group, Inc. Profit Sharing PlanProject Resources Group, Inc…$16M
End-of-year total assets ($M) among Retirement Plan for Employees of Exceptional Persons, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN420794846
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exceptional Persons, Inc.)

Sponsor-wide plan assets over time

All Exceptional Persons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 18.22477424527826% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.5M $17.2M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 244 $15M
2023 1 224 $16M
2024 1 237 $17M

Nearby 401(k) Plans in Iowa

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

Retirement Plan for Employees of Exceptional Persons, Inc. vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Retirement Plan for Employees of Exceptional Persons, Inc., Total assets ($B): 0.016316852 · Participants: 224Retirement Plan for Employees of Exceptional Persons, Inc.The Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Retirement Plan for Employees of Exceptional Persons, Inc. vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Retirement Plan for Employees of Exceptional Persons, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of Exceptional Persons, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Esi Inc. of Tennessee 401(k) Profit Sharing Plan in GA ($16M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Retirement Plan for Employees of Exceptional Persons, Inc. assets move in 2023? ▼
Retirement Plan for Employees of Exceptional Persons, Inc. grew at a solid clip - up 12.5% during 2023, from $15M to $16M. Reported net income was $2M.
How have Exceptional Persons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exceptional Persons, Inc.'s sponsor-wide assets grew 18.2%, from $15M to $17M.
Which 401(k) plans are similar in size to Retirement Plan for Employees of Exceptional Persons, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Esi Inc. of Tennessee 401(k) Profit Sharing Plan in GA ($16M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Plan for Employees of Exceptional Persons, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Egomotion Corp. 401(k) Plan in CA (224 participants, $4M 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 420794846.

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.