401(k) · DOL Form 5500 · 2023
Xy Planning Network, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $35,733
- Avg per participant Low balance/head
Official DOL plan name: Xy Planning 401(k) Plan · Sponsored by Xy Planning Network, LLC · Montana · Finance & Insurance
$4M in assets, 98 participants
Xy Planning Network, LLC's Xy Planning 401(k) Plan reported $4M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #2,348 in Finance & Insurance (8,869 peers)
Xy Planning Network, LLC multi-year trail
Xy Planning Network, LLC's plans moved +410.0% in assets from 2022 to 2024; this filing shows Xy Planning 401(k) Plan at $4M / 98 participants.
- #2,348
- in Finance & Insurance (8,869 peers)
- +38.3%
- assets growth YoY
Xy Planning 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Xy Planning 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,501,848 38th percentile higher than 38% 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
Xy Planning 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xy Planning 401(k) Plan is a small filing (98 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 464697129 · Xy Planning Network, LLC PY 2023 · 401(k)
Xy Planning 401(k) Plan · $4M · 98 · 38th
- VS-ST $4M
- VS-ST 98
- VS-ST 38th
- VS-ST 401(k)
- VS-ST near New Jersey Urology, LLC 401(k) Profit Sharing Plan
- VS-ST ind #2348
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 Montana →
Xy Planning 401(k) Plan in the asset neighbourhood
Xy Planning Network, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Xy Planning Network, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 410.0420516906306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $1M |
| 2023 | 1 | 98 | $4M |
| 2024 | 1 | 88 | $5M |
Xy Planning Network, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $969K |
| Employer EIN | 464697129 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Xy Planning 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is New Jersey Urology, LLC 401(k) Profit Sharing Plan in NJ ($4M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 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.