Profit Sharing · DOL Form 5500 · 2023

Exp Group LLC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
126
Participants Small participant base
37th
Percentile by assets National rank
$26,218
Avg per participant Low balance/head
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Official DOL plan name: Exp Group LLC Profit Sharing Plan · Sponsored by Exp Group LLC · New Jersey · Wholesale Trade

$3M in assets, 126 participants

Exp Group LLC's Exp Group LLC Profit Sharing Plan reported $3M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,652 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Exp Group LLC Profit Sharing Plan covers 126 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $3M.

#1,652
in Wholesale Trade (6,309 peers)
+45.8%
assets growth YoY

Exp Group LLC Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Exp Group LLC Profit Sharing Plan vs every filed plan by assets

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

$3,303,454 37th percentile higher than 37% 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 Group LLC Profit Sharing 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. Exp Group LLC Profit Sharing Plan sits mid-pack in the medium band (126 participants).

Plan-year Form 5500 strip

Filing strip 203511628 · Exp Group LLC PY 2023 · Profit Sharing

Exp Group LLC Profit Sharing Plan · $3M · 126 · 37th

  • EOY $3M
  • EOY 126
  • EOY 37th
  • EOY Profit Sharing
  • EOY near First Citizens Bank of Butte Profit Sharing Trust
  • EOY ind #1652

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Exp Group LLC Profit Sharing Plan in the asset neighbourhood

First Citizens Bank of Butte Profit Sharing TrustFirst Citizens Bank of Butte…$3MIch, Inc. Profit Sharing Plan$3MVenture Together, Inc. Retirement PlanVenture Together, Inc. Retir…$3MExp Group LLC Profit Sharing PlanExp Group LLC Profit Sharing…$3MSpecialty Products & Manufacturing, LLC Profit Sharing PlanSpecialty Products & Manufac…$3M
End-of-year total assets ($M) among Exp Group LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN203511628
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exp Group LLC)

Sponsor-wide plan assets over time

All Exp Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.9823902745452733% vs 2023
2024 filing year
$5.95M$6M$6.05M$6.1M$6.15M 20232024 $5.98M $6.1M ▲ +2.0%
Year Plans Participants Total Assets
2023 2 252 $6M
2024 2 266 $6M

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Exp Group LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Exp Group LLC Profit Sharing Plan, Total assets ($B): 0.003303454 · Participants: 126Exp Group LLC Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Exp Group LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Exp Group LLC Profit Sharing Plan side-by-side with 3 peers →

Exp Group LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is First Citizens Bank of Butte Profit Sharing Trust in MT ($3M); by covered participants it is Edesia Inc. Retirement Savings Plan in RI (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Group LLC Profit Sharing Plan assets move in 2023? ▼
Exp Group LLC Profit Sharing Plan surged - up 45.8% during 2023, from $2M to $3M. Reported net income was $1M.
How have Exp Group LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Exp Group LLC's sponsor-wide assets grew 2.0%, from $6M to $6M.
Which Profit Sharing plans are similar in size to Exp Group LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is First Citizens Bank of Butte Profit Sharing Trust in MT ($3M, 21 participants).
Which Profit Sharing plans cover a similar participant headcount to Exp Group LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Edesia Inc. Retirement Savings Plan in RI (126 participants, $7M 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 203511628.

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.