401(k) · DOL Form 5500 · 2023

Exoduspoint Capital Management LP 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
349
Participants Below avg headcount
85th
Percentile by assets National rank
$134,795
Avg per participant Near avg balance/head
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Official DOL plan name: Exoduspoint Capital Management LP 401(k) Plan · Sponsored by Exoduspoint Capital Management LP · New York · Finance & Insurance

$47M in assets, 349 participants

Exoduspoint Capital Management LP's Exoduspoint Capital Management LP 401(k) Plan reported $47M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,823 in Finance & Insurance (8,869 peers)

Coverage in New York

Exoduspoint Capital Management LP 401(k) Plan covers 349 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $47M.

#6,823
in Finance & Insurance (8,869 peers)
+33.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Exoduspoint Capital Management LP 401(k) Plan's outsized position by total assets

Exoduspoint Capital Management LP 401(k) Plan vs every filed plan by assets

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

$47,043,539 Top 15% higher than 85% 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

Exoduspoint Capital Management LP 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. Exoduspoint Capital Management LP 401(k) Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exoduspoint Capital Management LP 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Exoduspoint Capital Management LP 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Exoduspoint Capital Management LP 401(k) Plan reported participants fell from 383 in the plan year 2022 filing to 349 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371875900 · Exoduspoint Capital Management LP PY 2023 · 401(k)

Exoduspoint Capital Management LP 401(k) Plan · $47M · 349 · 85th

  • EOY $47M
  • EOY 349
  • EOY 85th
  • EOY 401(k)
  • EOY near Andrews Mcmeel Universal Profit Sharing and 401(k) Plan
  • EOY ind #6823

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 Finance & Insurance retirement plans → · Plans in New York →

Exoduspoint Capital Management LP 401(k) Plan in the asset neighbourhood

Cole, Scott & Kissane, PA 401(k) PlanCole, Scott & Kissane, PA 40…$47MFox Communities Credit Union Capital Accumulation PlanFox Communities Credit Union…$47MExoduspoint Capital Management LP 401(k) PlanExoduspoint Capital Manageme…$47MAndrews Mcmeel Universal Profit Sharing and 401(k) PlanAndrews Mcmeel Universal Pro…$47MGranicus, LLC 401(k)$47M
End-of-year total assets ($M) among Exoduspoint Capital Management LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$47M
Net Income$12M
Employer EIN371875900
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exoduspoint Capital Management LP)

Sponsor-wide plan assets over time

All Exoduspoint Capital Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$61M 73.31451733182652% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $35.1M $60.9M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 383 $35M
2023 1 349 $47M
2024 1 357 $61M

Nearby 401(k) Plans in New York

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

Exoduspoint Capital Management LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Exoduspoint Capital Management LP 401(k) Plan, Total assets ($B): 0.047043539 · Participants: 349Exoduspoint Capital Management LP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Exoduspoint Capital Management LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Exoduspoint Capital Management LP 401(k) Plan side-by-side with 3 peers →

Exoduspoint Capital Management LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Andrews Mcmeel Universal Profit Sharing and 401(k) Plan in MO ($47M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Exoduspoint Capital Management LP 401(k) Plan assets move in 2023? ▼
Exoduspoint Capital Management LP 401(k) Plan surged - up 33.9% during 2023, from $35M to $47M. Reported net income was $12M.
How have Exoduspoint Capital Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exoduspoint Capital Management LP's sponsor-wide assets grew 73.3%, from $35M to $61M.
Where does Exoduspoint Capital Management LP 401(k) Plan rank by assets among Form 5500 filers? ▼
Exoduspoint Capital Management LP 401(k) Plan ranks in the 85th 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 Exoduspoint Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Andrews Mcmeel Universal Profit Sharing and 401(k) Plan in MO ($47M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Exoduspoint Capital Management LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Csc Investments, LLC 401(k) Plan in TN (349 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 371875900.

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.