401(k) · DOL Form 5500 · 2023

Experity, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
644
Participants Below avg headcount
83rd
Percentile by assets National rank
$63,943
Avg per participant Low balance/head
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Official DOL plan name: Experity 401(k) Plan · Sponsored by Experity, Inc. · Illinois · Healthcare & Social Assistance

$41M in assets, 644 participants

Experity, Inc.'s Experity 401(k) Plan reported $41M in total assets and 644 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.

  • #15,187 in Healthcare & Social Assistance (17,684 peers)

Where Experity 401(k) Plan sits by assets

Experity 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 644 participants (~$63,943/participant), up 32.8% in 2023.

#15,187
in Healthcare & Social Assistance (17,684 peers)
+32.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$41,179,185 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

Experity 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. Experity 401(k) Plan sits mid-pack in the medium band (644 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Experity 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Experity 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Experity 401(k) Plan reported participants rose from 599 in the plan year 2022 filing to 644 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 412016532 · Experity, Inc. PY 2023 · 401(k)

Experity 401(k) Plan · $41M · 644 · 83rd

  • VS-ST $41M
  • BOY 644
  • SCH 83rd
  • EBSA 401(k)
  • PART near Unitedhealth Group Ventures 401(k) Retirement Plan
  • TYPE ind #15187

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Experity 401(k) Plan in the asset neighbourhood

Experity 401(k) Plan$41MUnitedhealth Group Ventures 401(k) Retirement PlanUnitedhealth Group Ventures …$41MVentera Corporation 401(k) PlanVentera Corporation 401(k) P…$41MDelaware Park & Affiliates 401(k) PlanDelaware Park & Affiliates 4…$41MThe Aleut Corporation 401(k) Retirement PlanThe Aleut Corporation 401(k)…$41M
End-of-year total assets ($M) among Experity 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)$31M
Net Assets (End of Year)$41M
Net Income$10M
Employer EIN412016532
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Experity, Inc.)

Sponsor-wide plan assets over time

All Experity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 53.03555040062082% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31M $47.5M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 599 $31M
2023 1 644 $41M
2024 1 606 $47M

Nearby 401(k) Plans in Illinois

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

Experity 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Experity 401(k) Plan, Total assets ($B): 0.041179185 · Participants: 644Experity 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Experity 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Experity 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Unitedhealth Group Ventures 401(k) Retirement Plan in MN ($41M); by covered participants it is Patriot Group Global Retirement Plan in NH (644 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (644 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 Experity 401(k) Plan assets move in 2023? ▼
Experity 401(k) Plan surged - up 32.8% during 2023, from $31M to $41M. Reported net income was $10M.
How have Experity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Experity, Inc.'s sponsor-wide assets grew 53.0%, from $31M to $47M.
Where does Experity 401(k) Plan rank by assets among Form 5500 filers? ▼
Experity 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 Experity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unitedhealth Group Ventures 401(k) Retirement Plan in MN ($41M, 1,291 participants).
Which 401(k) plans cover a similar participant headcount to Experity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patriot Group Global Retirement Plan in NH (644 participants, N/A 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 412016532.

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.