401(k) · DOL Form 5500 · 2024

The Arbor Experts, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 289
Participants Below avg headcount: 35th
Percentile by assets National rank: $10,850
Avg per participant Low balance/head

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Official DOL plan name: The Arbor Experts 401(k) Plan · Sponsored by The Arbor Experts, LLC · Texas · Administrative & Support Services

$3M in assets, 289 participants

The Arbor Experts, LLC's The Arbor Experts 401(k) Plan reported $3M in total assets and 289 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

#2,527 in Administrative & Support Services (4,368 peers)

Coverage in Texas

The Arbor Experts 401(k) Plan covers 289 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#2,527
in Administrative & Support Services (4,368 peers): +38.7%
assets growth YoY

The Arbor Experts 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

The Arbor Experts 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,135,662 35th percentile higher than 35% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Arbor Experts 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Arbor Experts 401(k) Plan sits mid-pack in the medium band (289 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

The Arbor Experts 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
The Arbor Experts 401(k) Plan reported participants rose from 252 in the plan year 2023 filing to 289 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 471775914 · The Arbor Experts, LLC PY 2024 · 401(k)

The Arbor Experts 401(k) Plan · $3M · 289 · 35th

EIN $3M
EIN 289
EIN 35th
EIN 401(k)
EIN near Bcc Builders, Inc. Profit Sharing Plan
EIN ind #2527

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 Administrative & Support Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among The Arbor Experts 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$874K
Employer EIN	471775914
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Arbor Experts, LLC)

Latest sponsor-wide plan assets: $3M 132.26248489871864% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	197	$1M
2023	1	252	$2M
2024	1	289	$3M

Nearby 401(k) Plans in Texas

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

The Arbor Experts 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare The Arbor Experts 401(k) Plan side-by-side with 3 peers →

The Arbor Experts 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bcc Builders, Inc. Profit Sharing Plan in CO ($3M); by covered participants it is Comply Technologies, Inc. 401(k) Plan in NY (289 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Bcc Builders, Inc. Profit Sharing Plan (CO) $3M · 4
Gage Construction Company 401(k) Plan (MA) $3M · 25
Preferred Real Estate Investments, Inc. 401(k) Plan (OH) $3M · 60
Best Upon Request Corporate, Inc. 401(k) Profit Sharing Plan (OH) $3M · 108

Similar participant headcount

Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.

Comply Technologies, Inc. 401(k) Plan (NY) 289 · 0 off
Recharge Inc. 401(k) Plan (CA) 289 · 0 off
E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) 289 · 0 off
Benicia Arsenal 401(k) Plan (CA) 289 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Arbor Experts 401(k) Plan assets move in 2024? ▼

The Arbor Experts 401(k) Plan surged - up 38.7% during 2024, from $2M to $3M. Reported net income was $874K.

How have The Arbor Experts, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Arbor Experts, LLC's sponsor-wide assets grew 132.3%, from $1M to $3M.

Which 401(k) plans are similar in size to The Arbor Experts 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bcc Builders, Inc. Profit Sharing Plan in CO ($3M, 4 participants).

Which 401(k) plans cover a similar participant headcount to The Arbor Experts 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Comply Technologies, Inc. 401(k) Plan in NY (289 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471775914.