401(k) · DOL Form 5500 · 2023

Expertvoice, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
168
Participants Small participant base
67th
Percentile by assets National rank
$88,630
Avg per participant Below avg balance/head
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Official DOL plan name: Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Expertvoice, Inc. · Utah · Professional & Technical Services

$15M in assets, 168 participants

Expertvoice, Inc.'s Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,487 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust covers 168 participants in Utah, about 28% of the average Utah filer (state average ~592 per filing). Assets: $15M.

#13,487
in Professional & Technical Services (20,321 peers)
+19.3%
assets growth YoY

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$14,889,778 Top 33% higher than 67% 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

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust 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. Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 153 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201957244 · Expertvoice, Inc. PY 2023 · 401(k)

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust · $15M · 168 · 67th

  • PCT $15M
  • EIN 168
  • RANK 67th
  • PHOTO 401(k)
  • IND near Altura Centers for Health 401(k) Plan
  • EOY ind #13487

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 Utah →

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Expertvoice, Inc. 401(k) Profit Sharing Plan & TrustExpertvoice, Inc. 401(k) Pro…$15MAltura Centers for Health 401(k) PlanAltura Centers for Health 40…$15MCentral Restaurant Products 401(k) PlanCentral Restaurant Products …$15MNexstar 401(k) Retirement Savings PlanNexstar 401(k) Retirement Sa…$15MMatrixx Software 401(k) Plan$15M
End-of-year total assets ($M) among Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN201957244
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Expertvoice, Inc.)

Sponsor-wide plan assets over time

All Expertvoice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 58.72683609713856% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.5M $19.8M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 153 $12M
2023 1 168 $15M
2024 1 161 $20M

Nearby 401(k) Plans in Utah

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

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.014889778 · Participants: 168Expertvoice, Inc. 401(k) Profit Sharing Plan & TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Altura Centers for Health 401(k) Plan in CA ($15M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 19.3% during 2023, from $12M to $15M. Reported net income was $2M.
How have Expertvoice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expertvoice, Inc.'s sponsor-wide assets grew 58.7%, from $12M to $20M.
Which 401(k) plans are similar in size to Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Altura Centers for Health 401(k) Plan in CA ($15M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 201957244.

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.