401(k) · DOL Form 5500 · 2022

Excel Machinery, Ltd. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
94
Participants Small participant base
53rd
Percentile by assets National rank
$59,123
Avg per participant Low balance/head
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Official DOL plan name: Excel Machinery, Ltd. 401(k) Profit Sharing Plan · Sponsored by Excel Machinery, Ltd. · Texas · Manufacturing

$6M in assets, 94 participants

Excel Machinery, Ltd.'s Excel Machinery, Ltd. 401(k) Profit Sharing Plan reported $6M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #7,594 in Manufacturing (20,602 peers)

Excel Machinery, Ltd. multi-year trail

Excel Machinery, Ltd.'s plans moved +31.0% in assets from 2022 to 2024; this filing shows Excel Machinery, Ltd. 401(k) Profit Sharing Plan at $6M / 94 participants.

#7,594
in Manufacturing (20,602 peers)
-10.8%
assets change YoY

The plan reported a net loss of $672K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excel Machinery, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Excel Machinery, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,557,541 Top 47% higher than 53% of 139,123 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 2022

Excel Machinery, Ltd. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Machinery, Ltd. 401(k) Profit Sharing Plan is a small filing (94 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 752682704 · Excel Machinery, Ltd. PY 2022 · 401(k)

Excel Machinery, Ltd. 401(k) Profit Sharing Plan · $6M · 94 · 53rd

  • BOY $6M
  • SCH 94
  • EBSA 53rd
  • PART 401(k)
  • TYPE near Miva, Inc. 401(k) Profit Sharing Plan
  • NET ind #7594

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 Manufacturing retirement plans → · Plans in Texas →

Excel Machinery, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Excel Machinery, Ltd. 401(k) Profit Sharing PlanExcel Machinery, Ltd. 401(k)…$6MMiva, Inc. 401(k) Profit Sharing PlanMiva, Inc. 401(k) Profit Sha…$6MPacific Hotel Management, LLC 401(k) PlanPacific Hotel Management, LL…$6MBig Panda, Inc 401(k) Plan$6MGlasswerks La Inc, Avalon Glass & Mirror and Northwestern Industries Arizona, Inc. 401(k) Plan & TrustGlasswerks La Inc, Avalon Gl…$6M
End-of-year total assets ($M) among Excel Machinery, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Excel Machinery, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Excel Machinery, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.002164446470122% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.56M $7.28M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 94 $6M
2023 1 112 $7M
2024 1 110 $7M

Excel Machinery, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$672K
Employer EIN752682704
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Excel Machinery, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Excel Machinery, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.005557541 · Participants: 94Excel Machinery, Ltd. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Excel Machinery, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Excel Machinery, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Excel Machinery, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Miva, Inc. 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Excel Machinery, Ltd. 401(k) Profit Sharing Plan assets move in 2022? ▼
Excel Machinery, Ltd. 401(k) Profit Sharing Plan pulled back noticeably - down 10.8% during 2022, from $6M to $6M. Reported net income was -$672K.
How have Excel Machinery, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Machinery, Ltd.'s sponsor-wide assets grew 31.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Excel Machinery, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miva, Inc. 401(k) Profit Sharing Plan in CA ($6M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Excel Machinery, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752682704.

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.