401(k) · DOL Form 5500 · 2023

Exegy Incorporated 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
148
Participants Small participant base
70th
Percentile by assets National rank
$115,813
Avg per participant Below avg balance/head
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Official DOL plan name: Exegy Incorporated 401(k) Plan · Sponsored by Exegy Incorporated · Missouri · Professional & Technical Services

$17M in assets, 148 participants

Exegy Incorporated's Exegy Incorporated 401(k) Plan reported $17M in total assets and 148 participants in its 2023 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.

  • #14,071 in Professional & Technical Services (20,321 peers)

Coverage in Missouri

Exegy Incorporated 401(k) Plan covers 148 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $17M.

#14,071
in Professional & Technical Services (20,321 peers)
+1.2%
assets growth YoY

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

Exegy Incorporated 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,140,298 Top 30% higher than 70% of 127,068 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 2023

Exegy Incorporated 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exegy Incorporated 401(k) Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exegy Incorporated 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $198K in the plan year 2023 filing.
  • Exegy Incorporated 401(k) Plan reported participants fell from 163 in the plan year 2022 filing to 148 in the plan year 2023 filing.
  • Exegy Incorporated 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 861056004 · Exegy Incorporated PY 2023 · 401(k)

Exegy Incorporated 401(k) Plan · $17M · 148 · 70th

  • PHOTO $17M
  • IND 148
  • EOY 70th
  • 5500 401(k)
  • ASSETS near Vanguard Industries East 401(k) Plan
  • PCT ind #14071

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 Missouri →

Exegy Incorporated 401(k) Plan in the asset neighbourhood

Exegy Incorporated 401(k) PlanExegy Incorporated 401(k) Pl…$17MVanguard Industries East 401(k) PlanVanguard Industries East 401…$17MRainfocus, LLC 401(k) Plan$17MRobert B. Our Co., Inc. 401(k) Profit Sharing PlanRobert B. Our Co., Inc. 401(…$17MBliffert Lumber & Fuel Company Inc. Profit Sharing PlanBliffert Lumber & Fuel Compa…$17M
End-of-year total assets ($M) among Exegy Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$198K
Employer EIN861056004
Plan Effective Date2007-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exegy Incorporated)

Sponsor-wide plan assets over time

All Exegy Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$19M 13.72873750687791% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.9M $19.3M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 163 $17M
2023 1 148 $17M
2024 1 118 $19M

Nearby 401(k) Plans in Missouri

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

Exegy Incorporated 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Exegy Incorporated 401(k) Plan, Total assets ($B): 0.017140298 · Participants: 148Exegy Incorporated 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Exegy Incorporated 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Exegy Incorporated 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Vanguard Industries East 401(k) Plan in VA ($17M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Exegy Incorporated 401(k) Plan assets move in 2023? ▼
Exegy Incorporated 401(k) Plan edged up modestly - up 1.2% during 2023, from $17M to $17M. Reported net income was $198K.
How have Exegy Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exegy Incorporated's sponsor-wide assets grew 13.7%, from $17M to $19M.
Which 401(k) plans are similar in size to Exegy Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vanguard Industries East 401(k) Plan in VA ($17M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Exegy Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861056004.

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.