401(k) · DOL Form 5500 · 2024

The Expo Group, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
290
Participants Below avg headcount
61st
Percentile by assets National rank
$43,117
Avg per participant Low balance/head
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Official DOL plan name: The Expo Group, LLC Employer 401(k) Plan · Sponsored by The Expo Group, LLC · Texas · Professional & Technical Services

$13M in assets, 290 participants

The Expo Group, LLC's The Expo Group, LLC Employer 401(k) Plan reported $13M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,948 in Professional & Technical Services (20,173 peers)

Coverage in Texas

The Expo Group, LLC Employer 401(k) Plan covers 290 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#11,948
in Professional & Technical Services (20,173 peers)
+24.0%
assets growth YoY

The Expo Group, LLC Employer 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Expo Group, LLC Employer 401(k) Plan vs every filed plan by assets

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

$12,503,897 Top 39% higher than 61% 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

The Expo Group, LLC Employer 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 Expo Group, LLC Employer 401(k) Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Expo Group, LLC Employer 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • The Expo Group, LLC Employer 401(k) Plan reported participants rose from 251 in the plan year 2023 filing to 290 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752364585 · The Expo Group, LLC PY 2024 · 401(k)

The Expo Group, LLC Employer 401(k) Plan · $13M · 290 · 61st

  • TYPE $13M
  • TYPE 290
  • TYPE 61st
  • TYPE 401(k)
  • TYPE near Eagle Beverage Company Employee Retirement Savings Plan
  • TYPE ind #11948

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 Professional & Technical Services retirement plans → · Plans in Texas →

The Expo Group, LLC Employer 401(k) Plan in the asset neighbourhood

The Expo Group, LLC Employer 401(k) PlanThe Expo Group, LLC Employer…$13MEagle Beverage Company Employee Retirement Savings PlanEagle Beverage Company Emplo…$13MTalentburst, Inc. 401(k) Plan$13MAurora Parts & Accessories 401(k) PlanAurora Parts & Accessories 4…$13MThe Collateral Family of Companies 401(k) PlanThe Collateral Family of Com…$13M
End-of-year total assets ($M) among The Expo Group, LLC Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN752364585
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Expo Group, LLC)

Sponsor-wide plan assets over time

All The Expo Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 61.739717465394605% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.73M $12.5M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 220 $8M
2023 1 251 $10M
2024 1 290 $13M

Nearby 401(k) Plans in Texas

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

The Expo Group, LLC Employer 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Expo Group, LLC Employer 401(k) Plan, Total assets ($B): 0.012503897 · Participants: 290The Expo Group, LLC Employer 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The Expo Group, LLC Employer 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

The Expo Group, LLC Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Eagle Beverage Company Employee Retirement Savings Plan in NY ($13M); by covered participants it is Bcinsourcing, LLC 401(k) Plan in KS (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.

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 Expo Group, LLC Employer 401(k) Plan assets move in 2024?
The Expo Group, LLC Employer 401(k) Plan grew sharply - up 24.0% during 2024, from $10M to $13M. Reported net income was $2M.
How have The Expo Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Expo Group, LLC's sponsor-wide assets grew 61.7%, from $8M to $13M.
Which 401(k) plans are similar in size to The Expo Group, LLC Employer 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Eagle Beverage Company Employee Retirement Savings Plan in NY ($13M, 107 participants).
Which 401(k) plans cover a similar participant headcount to The Expo Group, LLC Employer 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Bcinsourcing, LLC 401(k) Plan in KS (290 participants, $16M in assets).