401(k) · DOL Form 5500 · 2024

Experity, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
606
Participants Below avg headcount
84th
Percentile by assets National rank
$78,315
Avg per participant Below avg balance/head
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Official DOL plan name: Experity 401(k) Plan · Sponsored by Experity, Inc. · Illinois · Healthcare & Social Assistance

$47M in assets, 606 participants

Experity, Inc.'s Experity 401(k) Plan reported $47M in total assets and 606 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,525 in Healthcare & Social Assistance (16,916 peers)

Where Experity 401(k) Plan sits by assets

Experity 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 606 participants (~$78,315/participant), up 15.2% in 2024.

#14,525
in Healthcare & Social Assistance (16,916 peers)
+15.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Experity 401(k) Plan's outsized position by total assets

Experity 401(k) Plan vs every filed plan by assets

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

$47,458,609 Top 16% higher than 84% 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

Experity 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. Experity 401(k) Plan sits mid-pack in the medium band (606 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Experity 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Experity 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Experity 401(k) Plan reported participants fell from 644 in the plan year 2023 filing to 606 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 412016532 · Experity, Inc. PY 2024 · 401(k)

Experity 401(k) Plan · $47M · 606 · 84th

  • VS-ST $47M
  • VS-ST 606
  • VS-ST 84th
  • VS-ST 401(k)
  • VS-ST near Valco Instruments Restated Profit Sharing Plan Trust
  • VS-ST ind #14525

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Experity 401(k) Plan in the asset neighbourhood

Bms Intermediaries, Inc. 401(k) PlanBms Intermediaries, Inc. 401…$47MRidgewood Energy Corp 401(k) Profit Sharing Plan and TrustRidgewood Energy Corp 401(k)…$47MExperity 401(k) Plan$47MValco Instruments Restated Profit Sharing Plan TrustValco Instruments Restated P…$47MJonah Energy 401(k) Plan$47M
End-of-year total assets ($M) among Experity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$47M
Net Income$6M
Employer EIN412016532
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Experity, Inc.)

Sponsor-wide plan assets over time

All Experity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 53.03555040062082% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $31M $47.5M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 599 $31M
2023 1 644 $41M
2024 1 606 $47M

Nearby 401(k) Plans in Illinois

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

Experity 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Experity 401(k) Plan, Total assets ($B): 0.047458609 · Participants: 606Experity 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Experity 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Experity 401(k) Plan side-by-side with 3 peers →

Experity 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Valco Instruments Restated Profit Sharing Plan Trust in TX ($47M); by covered participants it is New Pig Corporation Profit Sharing 401(k) Plan in PA (606 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (606 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 Experity 401(k) Plan assets move in 2024? ▼
Experity 401(k) Plan grew sharply - up 15.2% during 2024, from $41M to $47M. Reported net income was $6M.
How have Experity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Experity, Inc.'s sponsor-wide assets grew 53.0%, from $31M to $47M.
Where does Experity 401(k) Plan rank by assets among Form 5500 filers? ▼
Experity 401(k) Plan ranks in the 84th 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 Experity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valco Instruments Restated Profit Sharing Plan Trust in TX ($47M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Experity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Pig Corporation Profit Sharing 401(k) Plan in PA (606 participants, $98M 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 412016532.

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.