401(k) · DOL Form 5500 · 2023

Express, LLC 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
5,278
Participants Above avg headcount
93rd
Percentile by assets National rank
$26,149
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Express Savings and Retirement Plan · Sponsored by Express, LLC · Ohio · Retail Trade

$138M in assets, 5,278 participants

Express, LLC's Express Savings and Retirement Plan reported $138M in total assets and 5,278 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,083 in Retail Trade (8,414 peers)

Coverage in Ohio

Express Savings and Retirement Plan covers 5,278 participants in Ohio, 6.9x the typical Ohio plan (state average ~765 per filing). Assets: $138M.

#8,083
in Retail Trade (8,414 peers)
+4.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Express Savings and Retirement Plan's outsized position by total assets

Express Savings and Retirement Plan vs every filed plan by assets

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

$138,011,974 Top 7% higher than 93% 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

Express Savings and Retirement 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. Express Savings and Retirement Plan lands in the large band (5,278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Express Savings and Retirement Plan reported net income rose from -$24M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Express Savings and Retirement Plan end-of-year assets rose from $132M in the plan year 2022 filing to $138M in the plan year 2023 filing.
  • Express Savings and Retirement Plan reported participants rose from 5,069 in the plan year 2022 filing to 5,278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 542170160 · Express, LLC PY 2023 · 401(k)

Express Savings and Retirement Plan · $138M · 5,278 · 93rd

  • VS-ST $138M
  • BOY 5,278
  • SCH 93rd
  • EBSA 401(k)
  • PART near Bge, Inc. 401(k) Plan
  • TYPE ind #8083

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 Retail Trade retirement plans → · Plans in Ohio →

Express Savings and Retirement Plan in the asset neighbourhood

Waste Isolation Pilot Plant Savings PlanWaste Isolation Pilot Plant …$138MVersiti, Inc. 401(k) Retirement PlanVersiti, Inc. 401(k) Retirem…$138MTransdev North America, Inc. 401(k) Plan for Collectively Bargained EmployeesTransdev North America, Inc.…$138MExpress Savings and Retirement PlanExpress Savings and Retireme…$138MBge, Inc. 401(k) Plan$138M
End-of-year total assets ($M) among Express Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$138M
Net Income$6M
Employer EIN542170160
Plan Effective Date2007-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Express, LLC)

Sponsor-wide plan assets over time

All Express, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$138M 4.8804855666765246% vs 2022
2023 filing year
$130M$132M$134M$136M$138M$140M 20222023 $132M $138M ▲ +4.9%
Year Plans Participants Total Assets
2022 1 5,069 $132M
2023 1 5,278 $138M

Nearby 401(k) Plans in Ohio

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

Express Savings and Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Express Savings and Retirement Plan, Total assets ($B): 0.138011974 · Participants: 5278Express Savings and Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Express Savings and Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Express Savings and Retirement Plan side-by-side with 3 peers →

Express Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bge, Inc. 401(k) Plan in TX ($138M); by covered participants it is 10 Roads Express 401(k) Plan in IA (5,275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,278 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 Express Savings and Retirement Plan assets move in 2023? ▼
Express Savings and Retirement Plan edged up modestly - up 4.9% during 2023, from $132M to $138M. Reported net income was $6M.
How have Express, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Express, LLC's sponsor-wide assets grew 4.9%, from $132M to $138M.
Where does Express Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Express Savings and Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Express Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bge, Inc. 401(k) Plan in TX ($138M, 990 participants).
Which 401(k) plans cover a similar participant headcount to Express Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 10 Roads Express 401(k) Plan in IA (5,275 participants, $62M 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 542170160.

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.