401(k) · DOL Form 5500 · 2024

EXOS 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size: 2,422
Participants Above avg headcount: 84th
Percentile by assets National rank: $20,440
Avg per participant Low balance/head

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Official DOL plan name: Exos Retirement Plan · Sponsored by EXOS · Arizona · Professional & Technical Services

$50M in assets, 2,422 participants

EXOS's Exos Retirement Plan reported $50M in total assets and 2,422 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

#17,111 in Professional & Technical Services (20,173 peers)

Coverage in Arizona

Exos Retirement Plan covers 2,422 participants in Arizona, 4.3x the typical Arizona plan (state average ~564 per filing). Assets: $50M.

#17,111
in Professional & Technical Services (20,173 peers): +15.6%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Exos Retirement Plan's outsized position by total assets

Exos Retirement Plan vs every filed plan by assets

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

$49,505,391 Top 16% higher than 84% 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

Exos Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exos Retirement Plan lands in the large band (2,422 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%)

Exos Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Exos Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $50M in the plan year 2024 filing.
Exos Retirement Plan reported participants rose from 2,221 in the plan year 2023 filing to 2,422 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 562590587 · EXOS PY 2024 · 401(k)

Exos Retirement Plan · $50M · 2,422 · 84th

BOY $50M
SCH 2,422
EBSA 84th
PART 401(k)
TYPE near Guttmacher Institute Retirement Plan
NET ind #17111

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 Arizona →

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

Arizona filing particulars

Total Assets (Beginning of Year)	$43M
Net Assets (End of Year)	$50M
Net Income	$7M
Employer EIN	562590587
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (EXOS)

Latest sponsor-wide plan assets: $50M 47.011632431831444% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2,913	$34M
2023	1	2,221	$43M
2024	1	2,422	$50M

Nearby 401(k) Plans in Arizona

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

Exos Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Exos Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Guttmacher Institute Retirement Plan in NY ($50M); by covered participants it is Morgan Properties 401(k) Plan in PA (2,422 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Guttmacher Institute Retirement Plan (NY) $50M · 133
Fmc Practice Services, LLC 401(k) Savings Plan (MA) $50M · 334
Coles Salon, Inc. 401(k) Plan (MN) $50M · 394
Research Innovations Inc. Retirement Plan (VA) $50M · 324

Similar participant headcount

Nearest other-state filings by covered participants (2,422 participants); asset peers above are excluded.

Morgan Properties 401(k) Plan (PA) 2,422 · 0 off
Gusto 401(k) Plan (CA) 2,422 · 0 off
Renasant Bank 401(k) Plan (MS) 2,423 · 1 off
Prevea Clinic, Inc. 401(k) and Retirement Plan (WI) 2,423 · 1 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 Exos Retirement Plan assets move in 2024? ▼

Exos Retirement Plan grew sharply - up 15.6% during 2024, from $43M to $50M. Reported net income was $7M.

How have EXOS plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), EXOS's sponsor-wide assets grew 47.0%, from $34M to $50M.

Where does Exos Retirement Plan rank by assets among Form 5500 filers? ▼

Exos Retirement Plan ranks in the 84th 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 Exos Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Guttmacher Institute Retirement Plan in NY ($50M, 133 participants).

Which 401(k) plans cover a similar participant headcount to Exos Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Morgan Properties 401(k) Plan in PA (2,422 participants, $78M 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 562590587.