401(k) · DOL Form 5500 · 2024

Exfo America Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
110
Participants Small participant base
76th
Percentile by assets National rank
$256,493
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Exfo USA 401(k) Plan · Sponsored by Exfo America Inc. · Texas · Manufacturing

$28M in assets, 110 participants

Exfo America Inc.'s Exfo USA 401(k) Plan reported $28M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,994 in Manufacturing (17,777 peers)

Coverage in Texas

Exfo USA 401(k) Plan covers 110 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#11,994
in Manufacturing (17,777 peers)
+6.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Exfo USA 401(k) Plan's outsized position by total assets

Exfo USA 401(k) Plan vs every filed plan by assets

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

$28,214,254 Top 24% higher than 76% 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

Exfo USA 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. Exfo USA 401(k) Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exfo USA 401(k) Plan reported participants fell from 119 in the plan year 2023 filing to 110 in the plan year 2024 filing.
  • Exfo USA 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Exfo USA 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752456766 · Exfo America Inc. PY 2024 · 401(k)

Exfo USA 401(k) Plan · $28M · 110 · 76th

  • PCT $28M
  • EIN 110
  • RANK 76th
  • PHOTO 401(k)
  • IND near Lagunitas Brewing Co. 401(k) & Profit Sharing Plan
  • EOY ind #11994

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 Manufacturing retirement plans → · Plans in Texas →

Exfo USA 401(k) Plan in the asset neighbourhood

Rhodes International, Inc. Employee Savings & Investment PlanRhodes International, Inc. E…$28MExfo USA 401(k) Plan$28MLagunitas Brewing Co. 401(k) & Profit Sharing PlanLagunitas Brewing Co. 401(k)…$28MThe Egg Retirement Plan$28MThe Gem Gravure Company, Inc. 401(k) PlanThe Gem Gravure Company, Inc…$28M
End-of-year total assets ($M) among Exfo USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN752456766
Plan Effective Date1973-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exfo America Inc.)

Sponsor-wide plan assets over time

All Exfo America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 13.699382892019765% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.8M $28.2M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 101 $25M
2023 1 119 $27M
2024 1 110 $28M

Nearby 401(k) Plans in Texas

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

Exfo USA 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Exfo USA 401(k) Plan, Total assets ($B): 0.028214254 · Participants: 110Exfo USA 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
Exfo USA 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Exfo USA 401(k) Plan side-by-side with 3 peers →

Exfo USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lagunitas Brewing Co. 401(k) & Profit Sharing Plan in CA ($28M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Exfo USA 401(k) Plan assets move in 2024? ▼
Exfo USA 401(k) Plan grew at a solid clip - up 6.2% during 2024, from $27M to $28M. Reported net income was $2M.
How have Exfo America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exfo America Inc.'s sponsor-wide assets grew 13.7%, from $25M to $28M.
Where does Exfo USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Exfo USA 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Exfo USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lagunitas Brewing Co. 401(k) & Profit Sharing Plan in CA ($28M, 427 participants).
Which 401(k) plans cover a similar participant headcount to Exfo USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A 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 752456766.

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.