ESOP · DOL Form 5500 · 2024

Exponent Partners ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
55
Participants Small participant base
24th
Percentile by assets National rank
$19,810
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Exponent Partners Employee Stock Ownership Plan · Sponsored by Exponent Partners · California · Professional & Technical Services

$1M in assets, 55 participants

Exponent Partners's Exponent Partners Employee Stock Ownership Plan reported $1M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,809 in Professional & Technical Services (20,173 peers)

Exponent Partners multi-year trail

Exponent Partners's plans moved +31.9% in assets from 2022 to 2024; this filing shows Exponent Partners Employee Stock Ownership Plan at $1M / 55 participants.

#3,809
in Professional & Technical Services (20,173 peers)
+14.6%
assets growth YoY

Exponent Partners Employee Stock Ownership Plan among the smaller filed plans by assets

Exponent Partners Employee Stock Ownership Plan vs every filed plan by assets

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

$1,089,573 24th percentile higher than 24% of 123,620 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 2024

Exponent Partners Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exponent Partners Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exponent Partners Employee Stock Ownership Plan reported net income rose from $10K in the plan year 2023 filing to $139K in the plan year 2024 filing.
  • Exponent Partners Employee Stock Ownership Plan reported participants fell from 69 in the plan year 2023 filing to 55 in the plan year 2024 filing.
  • Exponent Partners Employee Stock Ownership Plan end-of-year assets rose from $951K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 202515856 · Exponent Partners PY 2024 · ESOP

Exponent Partners Employee Stock Ownership Plan · $1M · 55 · 24th

  • RANK $1M
  • PHOTO 55
  • IND 24th
  • EOY ESOP
  • 5500 near R.F. Carlson Company Employee Stock Ownership Plan
  • ASSETS ind #3809

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 California →

Exponent Partners Employee Stock Ownership Plan in the asset neighbourhood

Exponent Partners Employee Stock Ownership PlanExponent Partners Employee S…$1MR.F. Carlson Company Employee Stock Ownership PlanR.F. Carlson Company Employe…$1MCrisis Preparation and Recovery, Inc. Employee Stock Ownership PlanCrisis Preparation and Recov…$1MTechnology Management Company Employees' Stock Ownership Plan and TrustTechnology Management Compan…$1MSinor Emergency Medical Service, Inc Employee Stock Ownership PlanSinor Emergency Medical Serv…$1M
End-of-year total assets ($M) among Exponent Partners Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Exponent Partners multi-year asset trail

Sponsor-wide plan assets over time

All Exponent Partners plans reported in each filing year

Latest sponsor-wide plan assets
$9M 31.888443171642855% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.76M $8.92M ▲ +32.0%
Year Plans Participants Total Assets
2022 2 138 $7M
2023 2 125 $8M
2024 2 97 $9M

Exponent Partners filing trail (2024)

Total Assets (Beginning of Year)$951K
Net Assets (End of Year)$1M
Net Income$139K
Employer EIN202515856
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Exponent Partners Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Exponent Partners Employee Stock Ownership Plan, Total assets ($B): 0.001089573 · Participants: 55Exponent Partners Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Exponent Partners Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Exponent Partners Employee Stock Ownership Plan side-by-side with 3 peers →

Exponent Partners Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is R.F. Carlson Company Employee Stock Ownership Plan in FL ($1M); by covered participants it is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants). Same-state nearby plans are listed separately above.

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 Exponent Partners Employee Stock Ownership Plan assets move in 2024? ▼
Exponent Partners Employee Stock Ownership Plan grew at a solid clip - up 14.6% during 2024, from $951K to $1M. Reported net income was $139K.
How have Exponent Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exponent Partners's sponsor-wide assets grew 31.9%, from $7M to $9M.
Where does Exponent Partners Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Exponent Partners Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Exponent Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R.F. Carlson Company Employee Stock Ownership Plan in FL ($1M, 18 participants).
Which ESOP plans cover a similar participant headcount to Exponent Partners Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants, $5M 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 202515856.

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.