401(k) · DOL Form 5500 · 2024

Exegy Incorporated 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
118
Participants Small participant base
70th
Percentile by assets National rank
$163,287
Avg per participant Above avg balance/head
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Official DOL plan name: Exegy Incorporated 401(k) Plan · Sponsored by Exegy Incorporated · Missouri · Professional & Technical Services

$19M in assets, 118 participants

Exegy Incorporated's Exegy Incorporated 401(k) Plan reported $19M in total assets and 118 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.

  • #13,863 in Professional & Technical Services (20,173 peers)

Coverage in Missouri

Exegy Incorporated 401(k) Plan covers 118 participants in Missouri, about 16% of the average Missouri filer (state average ~737 per filing). Assets: $19M.

#13,863
in Professional & Technical Services (20,173 peers)
+12.4%
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 2024 · DOL Form 5500

$19,267,834 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

Exegy Incorporated 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. Exegy Incorporated 401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exegy Incorporated 401(k) Plan reported net income rose from $198K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Exegy Incorporated 401(k) Plan reported participants fell from 148 in the plan year 2023 filing to 118 in the plan year 2024 filing.
  • Exegy Incorporated 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 861056004 · Exegy Incorporated PY 2024 · 401(k)

Exegy Incorporated 401(k) Plan · $19M · 118 · 70th

  • EOY $19M
  • 5500 118
  • ASSETS 70th
  • PCT 401(k)
  • EIN near Logistics Plus 401(k) Profit Sharing Plan
  • RANK ind #13863

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…$19MLogistics Plus 401(k) Profit Sharing PlanLogistics Plus 401(k) Profit…$19MU. S. Digital Corp. Profit Sharing Retirement PlanU. S. Digital Corp. Profit S…$19MStaffing Partners Holdings 401(k) PlanStaffing Partners Holdings 4…$19MBlackburn, Childers & Steagall 401(k) Profit Sharing PlanBlackburn, Childers & Steaga…$19M
End-of-year total assets ($M) among Exegy Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
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): 0.019267834 · Participants: 118Exegy Incorporated 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement 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 Logistics Plus 401(k) Profit Sharing Plan in PA ($19M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Exegy Incorporated 401(k) Plan assets move in 2024? ▼
Exegy Incorporated 401(k) Plan grew at a solid clip - up 12.4% during 2024, from $17M to $19M. Reported net income was $2M.
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 Logistics Plus 401(k) Profit Sharing Plan in PA ($19M, 530 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 Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 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.