401(k) · DOL Form 5500 · 2023

Expansion Therapeutics, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
27
Participants Small participant base
32nd
Percentile by assets National rank
$82,688
Avg per participant Below avg balance/head
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Official DOL plan name: Expansion Therapeutics, Inc. 401(k) Plan · Sponsored by Expansion Therapeutics, Inc. · Massachusetts · Professional & Technical Services

$2M in assets, 27 participants

Expansion Therapeutics, Inc.'s Expansion Therapeutics, Inc. 401(k) Plan reported $2M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,672 in Professional & Technical Services (20,321 peers)

Expansion Therapeutics, Inc. multi-year trail

Expansion Therapeutics, Inc.'s plans moved +25.1% in assets from 2023 to 2024; this filing shows Expansion Therapeutics, Inc. 401(k) Plan at $2M / 27 participants.

#5,672
in Professional & Technical Services (20,321 peers)
+32.3%
assets growth YoY

Expansion Therapeutics, Inc. 401(k) Plan among the smaller filed plans by assets

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

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

$2,232,565 32nd percentile higher than 32% 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

Expansion Therapeutics, Inc. 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. Expansion Therapeutics, Inc. 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

DOL schedule card

Filing strip 814414709 · Expansion Therapeutics, Inc. PY 2023 · 401(k)

Expansion Therapeutics, Inc. 401(k) Plan · $2M · 27 · 32nd

  • BOY $2M
  • SCH 27
  • EBSA 32nd
  • PART 401(k)
  • TYPE near Weddings on the Water, Inc. Retirement Plan
  • NET ind #5672

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 Massachusetts →

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

Expansion Therapeutics, Inc. 401(k) PlanExpansion Therapeutics, Inc.…$2MWeddings on the Water, Inc. Retirement PlanWeddings on the Water, Inc. …$2MPerio, PLLC 401(k) Plan$2MStone Soup Cooperative Group PlanStone Soup Cooperative Group…$2MBay Area Tumor Institute 401(k) Profit Sharing Plan & TrustBay Area Tumor Institute 401…$2M
End-of-year total assets ($M) among Expansion Therapeutics, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Expansion Therapeutics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Expansion Therapeutics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.058396955967687% vs 2023
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 20232024 $2.23M $2.79M ▲ +25.1%
Year Plans Participants Total Assets
2023 1 27 $2M
2024 1 28 $3M

Expansion Therapeutics, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$544K
Employer EIN814414709
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Expansion Therapeutics, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Expansion Therapeutics, Inc. 401(k) Plan, Total assets ($B): 0.002232565 · Participants: 27Expansion Therapeutics, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Expansion Therapeutics, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Expansion Therapeutics, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Weddings on the Water, Inc. Retirement Plan in PA ($2M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Expansion Therapeutics, Inc. 401(k) Plan assets move in 2023? ▼
Expansion Therapeutics, Inc. 401(k) Plan surged - up 32.3% during 2023, from $2M to $2M. Reported net income was $544K.
How have Expansion Therapeutics, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Expansion Therapeutics, Inc.'s sponsor-wide assets grew 25.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Expansion Therapeutics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weddings on the Water, Inc. Retirement Plan in PA ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Expansion Therapeutics, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 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 814414709.

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.