401(k) · DOL Form 5500 · 2024
Exeter Finance LLC 401(k) Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 1,726
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $49,995
- Avg per participant Low balance/head
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.
- #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.
- #7,132
- in Finance & Insurance (8,549 peers)
- +29.8%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Exeter Finance LLC 401(k) Profit Sharing Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Exeter Finance LLC 401(k) Profit Sharing 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. Exeter Finance LLC 401(k) Profit Sharing Plan lands in the large band (1,726 participants).
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.
DOL schedule card
Filing strip 113779713 · Exeter Finance LLC PY 2024 · 401(k)
Exeter Finance LLC 401(k) Profit Sharing Plan · $86M · 1,726 · 89th
- TYPE $86M
- NET 1,726
- BOOK 89th
- VS-ST 401(k)
- BOY near Datalogic 401(k) Plan
- SCH ind #7132
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 Finance & Insurance retirement plans → · Plans in Texas →
Exeter Finance LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $20M |
| Employer EIN | 113779713 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exeter Finance LLC)
Sponsor-wide plan assets over time
All Exeter Finance LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 73.52012580562734% vs 2022
- 2024 filing year
| 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.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Exeter Finance LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Datalogic 401(k) Plan in OR ($86M); by covered participants it is Lactalis American Group, Inc. Retirement Plan in NY (1,726 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- Datalogic 401(k) Plan (OR) $86M · 445
- Prospect Hill Radiology Group, P.C. Profit Sharing and Retirement Plan (NY) $86M · 178
- Giorgio Armani 401(k) (NY) $86M · 1,488
- Gis, LLC Compensation Deferral Plan (LA) $86M · 2,335
Similar participant headcount
Nearest other-state filings by covered participants (1,726 participants); asset peers above are excluded.
- Lactalis American Group, Inc. Retirement Plan (NY) 1,726 · 0 off
- Fred Beans Automotive Group 401(k) Plan (PA) 1,726 · 0 off
- Janjer Enterprises, Inc. 401(k) Plan (MD) 1,726 · 0 off
- Fujitsu Group Defined Contribution and 401(k) Plan (CA) 1,725 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.