Defined Benefit (Pension) · DOL Form 5500 · 2024

Exp Group LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
133
Participants Small participant base
28th
Percentile by assets National rank
$12,949
Avg per participant Low balance/head
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Official DOL plan name: Exp Group LLC Cash Balance Plan · Sponsored by Exp Group LLC · New Jersey · Wholesale Trade

$2M in assets, 133 participants

Exp Group LLC's Exp Group LLC Cash Balance Plan reported $2M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,033 in Wholesale Trade (6,080 peers)

Coverage in New Jersey

Exp Group LLC Cash Balance Plan covers 133 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $2M.

#1,033
in Wholesale Trade (6,080 peers)
-35.6%
assets change YoY

The plan reported a net loss of $953K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Exp Group LLC Cash Balance Plan among the smaller filed plans by assets

Exp Group LLC Cash Balance Plan vs every filed plan by assets

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

$1,722,272 28th percentile higher than 28% 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

Exp Group LLC Cash Balance 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. Exp Group LLC Cash Balance Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exp Group LLC Cash Balance Plan reported net income fell from $598K in the plan year 2023 filing to -$953K in the plan year 2024 filing.
  • Exp Group LLC Cash Balance Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Exp Group LLC Cash Balance Plan reported participants rose from 126 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 203511628 · Exp Group LLC PY 2024 · Defined Benefit (Pension)

Exp Group LLC Cash Balance Plan · $2M · 133 · 28th

  • ASSETS $2M
  • PCT 133
  • EIN 28th
  • RANK Defined Benefit (Pension)
  • PHOTO near Rwk Tool, Inc. Cash Balance Pension Plan
  • IND ind #1033

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Exp Group LLC Cash Balance Plan in the asset neighbourhood

Rwk Tool, Inc. Cash Balance Pension PlanRwk Tool, Inc. Cash Balance …$2MEpoch Productions Inc Defined Benefit Pension PlanEpoch Productions Inc Define…$2MExp Group LLC Cash Balance PlanExp Group LLC Cash Balance P…$2MEmployees Retirement Plan of Roofers Local 8Employees Retirement Plan of…$2MRoute Brokers, Inc. Cash Balance PlanRoute Brokers, Inc. Cash Bal…$2M
End-of-year total assets ($M) among Exp Group LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$953K
Employer EIN203511628
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exp Group LLC)

Sponsor-wide plan assets over time

All Exp Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 1.9823902745452733% vs 2023
2024 filing year
$5.95M$6M$6.05M$6.1M$6.15M 20232024 $5.98M $6.1M ▲ +2.0%
Year Plans Participants Total Assets
2023 2 252 $6M
2024 2 266 $6M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Exp Group LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Exp Group LLC Cash Balance Plan, Total assets ($B): 0.001722272 · Participants: 133Exp Group LLC Cash Balance PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Exp Group LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Exp Group LLC Cash Balance Plan side-by-side with 3 peers →

Exp Group LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Rwk Tool, Inc. Cash Balance Pension Plan in CT ($2M); by covered participants it is El Paso Pain Center Defined Benefit Plan & Trust in TX (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Exp Group LLC Cash Balance Plan assets move in 2024? ▼
Exp Group LLC Cash Balance Plan contracted severely - down 35.6% during 2024, from $3M to $2M. Reported net income was -$953K.
How have Exp Group LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Exp Group LLC's sponsor-wide assets grew 2.0%, from $6M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Exp Group LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rwk Tool, Inc. Cash Balance Pension Plan in CT ($2M, 25 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Exp Group LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is El Paso Pain Center Defined Benefit Plan & Trust in TX (133 participants, N/A 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 203511628.

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.