401(k) · DOL Form 5500 · 2024
Xpert Design & Construction LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $77,832
- Avg per participant Below avg balance/head
Official DOL plan name: Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T · Sponsored by Xpert Design & Construction LLC · Kentucky · Construction
$15M in assets, 193 participants
Xpert Design & Construction LLC's Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T reported $15M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #5,683 in Construction (9,039 peers)
Coverage in Kentucky
Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T covers 193 participants in Kentucky, about 30% of the average Kentucky filer (state average ~647 per filing). Assets: $15M.
- #5,683
- in Construction (9,039 peers)
- +34.9%
- assets growth YoY
Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T's mid-pack asset rank among Construction and all filers
Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,021,517 Top 36% higher than 64% 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
Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T 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. Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 200744335 · Xpert Design & Construction LLC PY 2024 · 401(k)
Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T · $15M · 193 · 64th
- IND $15M
- EOY 193
- 5500 64th
- ASSETS 401(k)
- PCT near Arona Corporation 401(k) Plan
- EIN ind #5683
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 Construction retirement plans → · Plans in Kentucky →
Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 200744335 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Xpert Design & Construction LLC)
Sponsor-wide plan assets over time
All Xpert Design & Construction LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 100.43107008307976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $7M |
| 2023 | 1 | 194 | $11M |
| 2024 | 1 | 193 | $15M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Xpert Design & Construction Ll 401(k) Profit Sharing Plan and T's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Arona Corporation 401(k) Plan in IA ($15M); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Arona Corporation 401(k) Plan (IA) $15M · 493
- Dave White Chevrolet Savings and Retirement Plan (OH) $15M · 114
- Aks Industries 401(k) Retirement Plan & Trust (WA) $15M · 318
- Cb Flooring, LLC 401(k) Plan (MD) $15M · 134
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Spartan Race, Inc. 401(k) Plan (MA) 193 · 0 off
- Glenstone Foundation 401(k) Plan (MD) 193 · 0 off
- Security Risk Advisors Intl, LLC 401(k) Profit Sharing Plan (PA) 193 · 0 off
- Royal Plywood Co., LLC Profit Sharing Plan (CA) 193 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.