401(k) · DOL Form 5500 · 2024

Total Expert, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
393
Participants Below avg headcount
68th
Percentile by assets National rank
$45,720
Avg per participant Low balance/head
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Official DOL plan name: Total Expert, Inc. 401(k) Plan · Sponsored by Total Expert, Inc. · Minnesota · Professional & Technical Services

$18M in assets, 393 participants

Total Expert, Inc.'s Total Expert, Inc. 401(k) Plan reported $18M in total assets and 393 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,596 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Total Expert, Inc. 401(k) Plan covers 393 participants in Minnesota, about 35% of the average Minnesota filer (state average ~1,126 per filing). Assets: $18M.

#13,596
in Professional & Technical Services (20,173 peers)
+20.5%
assets growth YoY

Total Expert, Inc. 401(k) Plan's outsized position by total assets

Total Expert, Inc. 401(k) Plan vs every filed plan by assets

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

$17,967,968 Top 32% higher than 68% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Total Expert, Inc. 401(k) Plan 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. Total Expert, Inc. 401(k) Plan sits mid-pack in the medium band (393 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Total Expert, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Total Expert, Inc. 401(k) Plan reported participants rose from 304 in the plan year 2023 filing to 393 in the plan year 2024 filing.
  • Total Expert, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 812229221 · Total Expert, Inc. PY 2024 · 401(k)

Total Expert, Inc. 401(k) Plan · $18M · 393 · 68th

  • SCH $18M
  • EBSA 393
  • PART 68th
  • TYPE 401(k)
  • NET near Imperial Distributors, Inc. 401(k) Retirement Savings Plan
  • BOOK ind #13596

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 Minnesota →

Total Expert, Inc. 401(k) Plan in the asset neighbourhood

Total Expert, Inc. 401(k) PlanTotal Expert, Inc. 401(k) Pl…$18MImperial Distributors, Inc. 401(k) Retirement Savings PlanImperial Distributors, Inc. …$18MWellnest 401(k) Plan$18MThe Cei Group 401(k) Profit Sharing PlanThe Cei Group 401(k) Profit …$18MGarafalo Markets, LLC 401(k) Profit Sharing PlanGarafalo Markets, LLC 401(k)…$18M
End-of-year total assets ($M) among Total Expert, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN812229221
Plan Effective Date2014-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Total Expert, Inc.)

Sponsor-wide plan assets over time

All Total Expert, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 86.63436706396134% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.63M $18M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 266 $10M
2023 1 304 $15M
2024 1 393 $18M

Nearby 401(k) Plans in Minnesota

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

Total Expert, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Total Expert, Inc. 401(k) Plan, Total assets ($B): 0.017967968 · Participants: 393Total Expert, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Total Expert, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Total Expert, Inc. 401(k) Plan side-by-side with 3 peers →

Total Expert, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Imperial Distributors, Inc. 401(k) Retirement Savings Plan in MA ($18M); by covered participants it is Allied Printing Services, Incorporated 401(k) Retirement Savings Plan in CT (393 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (393 participants); asset peers above are excluded.

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 Total Expert, Inc. 401(k) Plan assets move in 2024? ▼
Total Expert, Inc. 401(k) Plan grew sharply - up 20.5% during 2024, from $15M to $18M. Reported net income was $3M.
How have Total Expert, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Total Expert, Inc.'s sponsor-wide assets grew 86.6%, from $10M to $18M.
Which 401(k) plans are similar in size to Total Expert, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imperial Distributors, Inc. 401(k) Retirement Savings Plan in MA ($18M, 572 participants).
Which 401(k) plans cover a similar participant headcount to Total Expert, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Printing Services, Incorporated 401(k) Retirement Savings Plan in CT (393 participants, $41M 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 812229221.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.