ESOP · DOL Form 5500 · 2023

Experitec, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
183
Participants Below avg headcount
74th
Percentile by assets National rank
$120,219
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Experitec, Inc. Employee Stock Ownership Plan · Sponsored by Experitec, Inc. · Missouri · Wholesale Trade

$22M in assets, 183 participants

Experitec, Inc.'s Experitec, Inc. Employee Stock Ownership Plan reported $22M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,527 in Wholesale Trade (6,309 peers)

Coverage in Missouri

Experitec, Inc. Employee Stock Ownership Plan covers 183 participants in Missouri, about 25% of the average Missouri filer (state average ~737 per filing). Assets: $22M.

#4,527
in Wholesale Trade (6,309 peers)
+17.0%
assets growth YoY

Experitec, Inc. Employee Stock Ownership Plan's outsized position by total assets

Experitec, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$22,000,000 Top 26% higher than 74% 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

Experitec, Inc. Employee Stock Ownership 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. Experitec, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Experitec, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Experitec, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Experitec, Inc. Employee Stock Ownership Plan reported participants rose from 172 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431043152 · Experitec, Inc. PY 2023 · ESOP

Experitec, Inc. Employee Stock Ownership Plan · $22M · 183 · 74th

  • VS-ST $22M
  • BOY 183
  • SCH 74th
  • EBSA ESOP
  • PART near Sagaya Corporation Employee Stock Ownership Plan
  • TYPE ind #4527

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 What is an ESOP? → · Plans in Missouri →

Experitec, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Experitec, Inc. Employee Stock Ownership PlanExperitec, Inc. Employee Sto…$22MSagaya Corporation Employee Stock Ownership PlanSagaya Corporation Employee …$22MBlue Foundry Bank Employee Stock Ownership PlanBlue Foundry Bank Employee S…$22MFirst Neighborhood Bancshares, Inc. Employee Stock Ownership PlanFirst Neighborhood Bancshare…$22MAllen Agency Employee Stock Ownership PlanAllen Agency Employee Stock …$22M
End-of-year total assets ($M) among Experitec, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$8M
Net Income$4M
Employer EIN431043152
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Experitec, Inc.)

Sponsor-wide plan assets over time

All Experitec, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 49.09441503492271% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $70.1M $104M ▲ +49.1%
Year Plans Participants Total Assets
2022 2 374 $70M
2023 2 418 $85M
2024 2 479 $104M

Nearby ESOP Plans in Missouri

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

Experitec, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Experitec, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.022 · Participants: 183Experitec, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Experitec, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Experitec, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Experitec, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Sagaya Corporation Employee Stock Ownership Plan in AK ($22M); by covered participants it is Allied Exhaust Systems, Inc. Employee Stock Ownership Plan in CA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Experitec, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Experitec, Inc. Employee Stock Ownership Plan grew sharply - up 17.0% during 2023, from $19M to $22M. Reported net income was $4M.
How have Experitec, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Experitec, Inc.'s sponsor-wide assets grew 49.1%, from $70M to $104M.
Which ESOP plans are similar in size to Experitec, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sagaya Corporation Employee Stock Ownership Plan in AK ($22M, 105 participants).
Which ESOP plans cover a similar participant headcount to Experitec, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allied Exhaust Systems, Inc. Employee Stock Ownership Plan in CA (183 participants, $39M 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 431043152.

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.