401(k) · DOL Form 5500 · 2023

Exp World Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,607
Participants Near avg headcount
83rd
Percentile by assets National rank
$24,797
Avg per participant Low balance/head
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Official DOL plan name: Exp 401(k) Plan · Sponsored by Exp World Holdings, Inc. · Washington · Real Estate

$40M in assets, 1,607 participants

Exp World Holdings, Inc.'s Exp 401(k) Plan reported $40M in total assets and 1,607 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,393 in Real Estate (4,727 peers)

Where Exp 401(k) Plan sits by assets

Exp 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 1,607 participants (~$24,797/participant), up 57.2% in 2023.

#4,393
in Real Estate (4,727 peers)
+57.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Exp 401(k) Plan's outsized position by total assets

Exp 401(k) Plan vs every filed plan by assets

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

$39,847,987 Top 17% higher than 83% 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

Exp 401(k) 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. Exp 401(k) Plan lands in the large band (1,607 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exp 401(k) Plan reported net income rose from $7M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Exp 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Exp 401(k) Plan reported participants rose from 1,524 in the plan year 2022 filing to 1,607 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 980681092 · Exp World Holdings, Inc. PY 2023 · 401(k)

Exp 401(k) Plan · $40M · 1,607 · 83rd

  • NET $40M
  • BOOK 1,607
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near Princeton Consultants, Inc. 401(k) Plan
  • EBSA ind #4393

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 Real Estate retirement plans → · Plans in Washington →

Exp 401(k) Plan in the asset neighbourhood

Exp 401(k) Plan$40MPrinceton Consultants, Inc. 401(k) PlanPrinceton Consultants, Inc. …$40MFirst State Bancorp, Inc. Combined Retirement Benefit PlanFirst State Bancorp, Inc. Co…$40MMarnell Companies, LLC Profit Sharing and 401(k) PlanMarnell Companies, LLC Profi…$40MFour Seasons Orthopedic Center, PA 401(k) PlanFour Seasons Orthopedic Cent…$40M
End-of-year total assets ($M) among Exp 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)$25M
Net Assets (End of Year)$40M
Net Income$14M
Employer EIN980681092
Plan Effective Date2018-06-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Exp World Holdings, Inc.)

Sponsor-wide plan assets over time

All Exp World Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 104.33327830970572% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $25.4M $51.8M ▲ +104.3%
Year Plans Participants Total Assets
2022 1 1,524 $25M
2023 1 1,607 $40M
2024 1 1,563 $52M

Nearby 401(k) Plans in Washington

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

Exp 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Exp 401(k) Plan, Total assets ($B): 0.039847987 · Participants: 1607Exp 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Exp 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Exp 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Princeton Consultants, Inc. 401(k) Plan in NJ ($40M); by covered participants it is Major League Baseball 401(k) Plan and Trust in NY (1,607 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,607 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 Exp 401(k) Plan assets move in 2023? ▼
Exp 401(k) Plan surged - up 57.2% during 2023, from $25M to $40M. Reported net income was $14M.
How have Exp World Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exp World Holdings, Inc.'s sponsor-wide assets grew 104.3%, from $25M to $52M.
Where does Exp 401(k) Plan rank by assets among Form 5500 filers? ▼
Exp 401(k) Plan ranks in the 83rd 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 Exp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Princeton Consultants, Inc. 401(k) Plan in NJ ($40M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Exp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Major League Baseball 401(k) Plan and Trust in NY (1,607 participants, $317M 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 980681092.

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.