401(k) · DOL Form 5500 · 2023

Expel, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
486
Participants Below avg headcount
79th
Percentile by assets National rank
$60,701
Avg per participant Low balance/head
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Official DOL plan name: Expel, Inc. 401(k) Plan · Sponsored by Expel, Inc. · Virginia · Professional & Technical Services

$30M in assets, 486 participants

Expel, Inc.'s Expel, Inc. 401(k) Plan reported $30M in total assets and 486 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,151 in Professional & Technical Services (20,321 peers)

Where Expel, Inc. 401(k) Plan sits by assets

Expel, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 486 participants (~$60,701/participant), up 57.5% in 2023.

#16,151
in Professional & Technical Services (20,321 peers)
+57.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Expel, Inc. 401(k) Plan's outsized position by total assets

Expel, Inc. 401(k) Plan vs every filed plan by assets

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

$29,500,682 Top 21% higher than 79% 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

Expel, Inc. 401(k) 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. Expel, Inc. 401(k) Plan sits mid-pack in the medium band (486 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Expel, Inc. 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Expel, Inc. 401(k) Plan reported participants rose from 304 in the plan year 2022 filing to 486 in the plan year 2023 filing.
  • Expel, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813563342 · Expel, Inc. PY 2023 · 401(k)

Expel, Inc. 401(k) Plan · $30M · 486 · 79th

  • EBSA $30M
  • PART 486
  • TYPE 79th
  • NET 401(k)
  • BOOK near Ebaa Iron Inc. 401(k) Plan
  • VS-ST ind #16151

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 Virginia →

Expel, Inc. 401(k) Plan in the asset neighbourhood

Expel, Inc. 401(k) Plan$30MEbaa Iron Inc. 401(k) Plan$29MTiax LLC 401(k) Plan$30MF.G. Downing Development, Inc. 401(k) PlanF.G. Downing Development, In…$30MNetwork Funding, L.P. Safe Harbor 401(k) PlanNetwork Funding, L.P. Safe H…$29M
End-of-year total assets ($M) among Expel, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$30M
Net Income$11M
Employer EIN813563342
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Expel, Inc.)

Sponsor-wide plan assets over time

All Expel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 107.9432909713004% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.7M $39M ▲ +108.0%
Year Plans Participants Total Assets
2022 1 304 $19M
2023 1 486 $30M
2024 1 461 $39M

Nearby 401(k) Plans in Virginia

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

Expel, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Expel, Inc. 401(k) Plan, Total assets ($B): 0.029500682 · Participants: 486Expel, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Expel, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Expel, Inc. 401(k) Plan side-by-side with 3 peers →

Expel, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Ebaa Iron Inc. 401(k) Plan in TX ($29M); by covered participants it is Sbera 401(k) Plan as Adopted by Middlesex Savings Bank in MA (486 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (486 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 Expel, Inc. 401(k) Plan assets move in 2023? ▼
Expel, Inc. 401(k) Plan surged - up 57.5% during 2023, from $19M to $30M. Reported net income was $11M.
How have Expel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expel, Inc.'s sponsor-wide assets grew 107.9%, from $19M to $39M.
Where does Expel, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Expel, Inc. 401(k) Plan ranks in the 79th 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 Expel, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ebaa Iron Inc. 401(k) Plan in TX ($29M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Expel, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Middlesex Savings Bank in MA (486 participants, $94M 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 813563342.

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.