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
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
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.
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 EIN | 113779713 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exeter Finance LLC)
| 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
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.
- 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
Frequently Asked Questions
How did Exeter Finance LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
How have Exeter Finance LLC plan assets changed over time? ▼
Where does Exeter Finance LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Exeter Finance LLC 401(k) Profit Sharing Plan? ▼
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.
- By total assets, Exeter Finance LLC 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Exeter Finance LLC's sponsor-wide assets have grown 73.5% since 2022 across 3 plan years on file. More Finance & Insurance plans