401(k) · DOL Form 5500 · 2024

Expertvoice, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
161
Participants Small participant base
70th
Percentile by assets National rank
$123,024
Avg per participant Near avg balance/head
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Official DOL plan name: Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Expertvoice, Inc. · Utah · Professional & Technical Services

$20M in assets, 161 participants

Expertvoice, Inc.'s Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust reported $20M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,988 in Professional & Technical Services (20,173 peers)

Coverage in Utah

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust covers 161 participants in Utah, about 27% of the average Utah filer (state average ~592 per filing). Assets: $20M.

#13,988
in Professional & Technical Services (20,173 peers)
+33.0%
assets growth YoY

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$19,806,933 Top 30% higher than 70% 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

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust 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. Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 168 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 201957244 · Expertvoice, Inc. PY 2024 · 401(k)

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust · $20M · 161 · 70th

  • TYPE $20M
  • TYPE 161
  • TYPE 70th
  • TYPE 401(k)
  • TYPE near Lmb, Inc. 401(k) Plan
  • TYPE ind #13988

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 Utah →

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Expertvoice, Inc. 401(k) Profit Sharing Plan & TrustExpertvoice, Inc. 401(k) Pro…$20MLmb, Inc. 401(k) Plan$20MMudd, Inc. 401(k) Plan$20MApplied Mechanical Systems, Inc. 401(k) Profit Sharing PlanApplied Mechanical Systems, …$20MArizona Community Surgeons, PC Retirement PlanArizona Community Surgeons, …$20M
End-of-year total assets ($M) among Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN201957244
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Expertvoice, Inc.)

Sponsor-wide plan assets over time

All Expertvoice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 58.72683609713856% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.5M $19.8M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 153 $12M
2023 1 168 $15M
2024 1 161 $20M

Nearby 401(k) Plans in Utah

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

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.019806933 · Participants: 161Expertvoice, Inc. 401(k) Profit Sharing Plan & TrustIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Lmb, Inc. 401(k) Plan in TX ($20M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust surged - up 33.0% during 2024, from $15M to $20M. Reported net income was $5M.
How have Expertvoice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expertvoice, Inc.'s sponsor-wide assets grew 58.7%, from $12M to $20M.
Which 401(k) plans are similar in size to Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lmb, Inc. 401(k) Plan in TX ($20M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Expertvoice, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants, $12M 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 201957244.

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.