ESOP · DOL Form 5500 · 2024

Experitec, Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
223
Participants Below avg headcount
79th
Percentile by assets National rank
$155,157
Avg per participant Above avg balance/head
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Official DOL plan name: Experitec, Inc. Employee Stock Ownership Plan · Sponsored by Experitec, Inc. · Missouri · Wholesale Trade

$35M in assets, 223 participants

Experitec, Inc.'s Experitec, Inc. Employee Stock Ownership Plan reported $35M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,795 in Wholesale Trade (6,080 peers)

Coverage in Missouri

Experitec, Inc. Employee Stock Ownership Plan covers 223 participants in Missouri, about 30% of the average Missouri filer (state average ~737 per filing). Assets: $35M.

#4,795
in Wholesale Trade (6,080 peers)
+57.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Experitec, Inc. Employee Stock Ownership Plan's outsized position by total assets

Experitec, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$34,600,000 Top 21% higher than 79% 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

Experitec, Inc. Employee Stock Ownership 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. Experitec, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Experitec, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Experitec, Inc. Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Experitec, Inc. Employee Stock Ownership Plan reported participants rose from 183 in the plan year 2023 filing to 223 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 431043152 · Experitec, Inc. PY 2024 · ESOP

Experitec, Inc. Employee Stock Ownership Plan · $35M · 223 · 79th

  • EOY $35M
  • EOY 223
  • EOY 79th
  • EOY ESOP
  • EOY near World Variety Produce, Inc. Employee Stock Ownership Plan
  • EOY ind #4795

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 What is an ESOP? → · Plans in Missouri →

Experitec, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The American National Bank of Texas Employee Stock Ownership PlanThe American National Bank o…$35MExperitec, Inc. Employee Stock Ownership PlanExperitec, Inc. Employee Sto…$35MWorld Variety Produce, Inc. Employee Stock Ownership PlanWorld Variety Produce, Inc. …$35MBadger Pallets Holdco Employee Stock Ownership PlanBadger Pallets Holdco Employ…$35MElectric Plus Employee Stock Ownership PlanElectric Plus Employee Stock…$35M
End-of-year total assets ($M) among Experitec, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income$13M
Employer EIN431043152
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Experitec, Inc.)

Sponsor-wide plan assets over time

All Experitec, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 49.09441503492271% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $70.1M $104M ▲ +49.1%
Year Plans Participants Total Assets
2022 2 374 $70M
2023 2 418 $85M
2024 2 479 $104M

Nearby ESOP Plans in Missouri

Peer ESOP plans, same state, same plan type, ranked by total assets.

Experitec, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Experitec, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0346 · Participants: 223Experitec, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Experitec, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Experitec, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Experitec, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is World Variety Produce, Inc. Employee Stock Ownership Plan in CA ($35M); by covered participants it is Pan-Pacific Holdings Corporation Employee Stock Ownership Plan in CA (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Experitec, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Experitec, Inc. Employee Stock Ownership Plan surged - up 57.3% during 2024, from $22M to $35M. Reported net income was $13M.
How have Experitec, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Experitec, Inc.'s sponsor-wide assets grew 49.1%, from $70M to $104M.
Where does Experitec, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Experitec, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Experitec, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is World Variety Produce, Inc. Employee Stock Ownership Plan in CA ($35M, 438 participants).
Which ESOP plans cover a similar participant headcount to Experitec, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pan-Pacific Holdings Corporation Employee Stock Ownership Plan in CA (223 participants, $92M 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 431043152.

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.