401(k) · DOL Form 5500 · 2023

EXOS 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
2,221
Participants Above avg headcount
84th
Percentile by assets National rank
$19,275
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Exos Retirement Plan · Sponsored by EXOS · Arizona · Professional & Technical Services

$43M in assets, 2,221 participants

EXOS's Exos Retirement Plan reported $43M in total assets and 2,221 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,242 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Exos Retirement Plan covers 2,221 participants in Arizona, 3.9x the typical Arizona plan (state average ~564 per filing). Assets: $43M.

#17,242
in Professional & Technical Services (20,321 peers)
+27.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Exos Retirement Plan's outsized position by total assets

Exos Retirement Plan vs every filed plan by assets

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

$42,810,855 Top 16% higher than 84% 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

Exos 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. Exos Retirement Plan lands in the large band (2,221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exos Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Exos Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Exos Retirement Plan reported participants fell from 2,913 in the plan year 2022 filing to 2,221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 562590587 · EXOS PY 2023 · 401(k)

Exos Retirement Plan · $43M · 2,221 · 84th

  • ASSETS $43M
  • PCT 2,221
  • EIN 84th
  • RANK 401(k)
  • PHOTO near Voestalpine Roll Forming Corporation 401(k) Savings Plan
  • IND ind #17242

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Exos Retirement Plan in the asset neighbourhood

The R & R Retirement Plan$43MExos Retirement Plan$43MVoestalpine Roll Forming Corporation 401(k) Savings PlanVoestalpine Roll Forming Cor…$43MValcor Engineering Corporation 401(k) Thrift Savings PlanValcor Engineering Corporati…$43MAvera Heart Hospital of South Dakota 401(k) PlanAvera Heart Hospital of Sout…$43M
End-of-year total assets ($M) among Exos Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$43M
Net Income$9M
Employer EIN562590587
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EXOS)

Sponsor-wide plan assets over time

All EXOS plans reported in each filing year

Latest sponsor-wide plan assets
$50M 47.011632431831444% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.7M $49.5M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 2,913 $34M
2023 1 2,221 $43M
2024 1 2,422 $50M

Nearby 401(k) Plans in Arizona

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

Exos Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Exos Retirement Plan, Total assets ($B): 0.042810855 · Participants: 2221Exos Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Exos Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Exos Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Voestalpine Roll Forming Corporation 401(k) Savings Plan in KY ($43M); by covered participants it is Alta Resources Corp 401(k) Savings & Retirement Plan in WI (2,221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,221 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 Exos Retirement Plan assets move in 2023? ▼
Exos Retirement Plan grew sharply - up 27.1% during 2023, from $34M to $43M. Reported net income was $9M.
How have EXOS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), EXOS's sponsor-wide assets grew 47.0%, from $34M to $50M.
Where does Exos Retirement Plan rank by assets among Form 5500 filers? ▼
Exos Retirement Plan ranks in the 84th 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 Exos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voestalpine Roll Forming Corporation 401(k) Savings Plan in KY ($43M, 1,021 participants).
Which 401(k) plans cover a similar participant headcount to Exos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alta Resources Corp 401(k) Savings & Retirement Plan in WI (2,221 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 562590587.

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.