401(k) · DOL Form 5500 · 2024

Exceptional Family Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
361
Participants Below avg headcount
35th
Percentile by assets National rank
$9,231
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Exceptional Family Resources 401(k) Plan · Sponsored by Exceptional Family Resources, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 361 participants

Exceptional Family Resources, Inc.'s Exceptional Family Resources 401(k) Plan reported $3M in total assets and 361 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,111 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Exceptional Family Resources 401(k) Plan covers 361 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $3M.

#6,111
in Healthcare & Social Assistance (16,916 peers)
+18.5%
assets growth YoY

Exceptional Family Resources 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Exceptional Family Resources 401(k) Plan vs every filed plan by assets

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

$3,332,568 35th percentile higher than 35% 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

Exceptional Family Resources 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. Exceptional Family Resources 401(k) Plan sits mid-pack in the medium band (361 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exceptional Family Resources 401(k) Plan reported net income fell from $924K in the plan year 2023 filing to $521K in the plan year 2024 filing.
  • Exceptional Family Resources 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Exceptional Family Resources 401(k) Plan reported participants fell from 382 in the plan year 2023 filing to 361 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161098311 · Exceptional Family Resources, Inc. PY 2024 · 401(k)

Exceptional Family Resources 401(k) Plan · $3M · 361 · 35th

  • BOOK $3M
  • VS-ST 361
  • BOY 35th
  • SCH 401(k)
  • EBSA near Evans Grain 401(k) Profit Sharing
  • PART ind #6111

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 New York →

Exceptional Family Resources 401(k) Plan in the asset neighbourhood

Exceptional Family Resources 401(k) PlanExceptional Family Resources…$3MEvans Grain 401(k) Profit SharingEvans Grain 401(k) Profit Sh…$3MMountain Trade Supply Inc Profit Sharing PlanMountain Trade Supply Inc Pr…$3MThe Retirement Benefits Plan$3MArt Metalcraft Plating Co., Inc. 401(k) Profit Sharing PlanArt Metalcraft Plating Co., …$3M
End-of-year total assets ($M) among Exceptional Family Resources 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$521K
Employer EIN161098311
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exceptional Family Resources, Inc.)

Sponsor-wide plan assets over time

All Exceptional Family Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 76.5626067897202% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.89M $3.33M ▲ +76.2%
Year Plans Participants Total Assets
2022 1 253 $2M
2023 1 382 $3M
2024 1 361 $3M

Nearby 401(k) Plans in New York

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

Exceptional Family Resources 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Exceptional Family Resources 401(k) Plan, Total assets ($B): 0.003332568 · Participants: 361Exceptional Family Resources 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Exceptional Family Resources 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Exceptional Family Resources 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Evans Grain 401(k) Profit Sharing in UT ($3M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Exceptional Family Resources 401(k) Plan assets move in 2024? ▼
Exceptional Family Resources 401(k) Plan grew sharply - up 18.5% during 2024, from $3M to $3M. Reported net income was $521K.
How have Exceptional Family Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exceptional Family Resources, Inc.'s sponsor-wide assets grew 76.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Exceptional Family Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evans Grain 401(k) Profit Sharing in UT ($3M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Exceptional Family Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (361 participants, $8M 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 161098311.

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.