401(k) · DOL Form 5500 · 2024

Exeter Finance LLC 401(k) Plan

Data updated 2026-08-11

$86M
Total assets
1,726
Participants
89th
Percentile by assets
$49,995
Avg per participant
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Official DOL plan name: Exeter Finance LLC 401(k) Profit Sharing Plan · Sponsored by Exeter Finance LLC · Texas · Finance & Insurance

$86M in assets, 1,726 participants

Exeter Finance LLC's Exeter Finance LLC 401(k) Profit Sharing Plan reported $86M in total assets and 1,726 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #7,132 in Finance & Insurance (8,549 peers)

Coverage in Texas

Exeter Finance LLC 401(k) Profit Sharing Plan covers 1,726 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $86M.

$86M
total plan assets (2024 EOY)
1,726
covered participants
89th
percentile by assets (of 123,622 plans)
$49,995
avg assets per participant

Where Exeter Finance LLC 401(k) Profit Sharing Plan sits by total assets

Exeter Finance LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$86,290,540 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exeter Finance LLC 401(k) Profit Sharing Plan end-of-year assets rose from $66M in the plan year 2023 filing to $86M in the plan year 2024 filing.
  • Exeter Finance LLC 401(k) Profit Sharing Plan reported net income rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Exeter Finance LLC 401(k) Profit Sharing Plan reported participants rose from 1,593 in the plan year 2023 filing to 1,726 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Exeter Finance LLC 401(k) Profit Sharing Plan reports 1,726 participants - 2.5x that state average ($86M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$86M
Net Income$20M
Employer EIN113779713
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exeter Finance LLC)

$40M$60M$80M$100M 202220232024 $49.7M $86.3M ▲ +73.5%
Total plan assets by year, all Exeter Finance LLC plans on file
Year Plans Participants Total Assets
2022 1 1,445 $50M
2023 1 1,593 $66M
2024 1 1,726 $86M

Nearby 401(k) Plans in Texas

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

Exeter Finance LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Exeter Finance LLC 4…, Total assets ($B): 0.08629054 · Participants: 1726Exeter Finance LLC 4…AT&T Retirement Savi…, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings P…Chevron Employee Sav…, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Sav…Caterpillar 401(k) S…, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) S…Southwest Airlines C…, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines C…
Exeter Finance LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Exeter Finance LLC 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Exeter Finance LLC 401(k) Profit Sharing Plan assets move in 2024?
Exeter Finance LLC 401(k) Profit Sharing Plan grew sharply - up 29.8% during 2024, from $66M to $86M. Reported net income was $20M.
How have Exeter Finance LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Exeter Finance LLC's sponsor-wide assets grew 73.5%, from $50M to $86M.
Where does Exeter Finance LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Exeter Finance LLC 401(k) Profit Sharing Plan ranks in the 89th 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 Exeter Finance LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Datalogic 401(k) Plan in OR ($86M, 445 participants).

Next read for Exeter Finance LLC 401(k) Profit Sharing…

Filing takeaways

Ways to act on Exeter Finance LLC 401(k) Profit Sharing Plan's numbers.