401(k) · DOL Form 5500 · 2022

Excella Wealth Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$181K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$90,588
Avg per participant Below avg balance/head
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Official DOL plan name: Excella Wealth Properties, Inc. 401(k) Plan · Sponsored by Excella Wealth Properties, Inc. · Florida · Finance & Insurance

$181K in assets, 2 participants

Excella Wealth Properties, Inc.'s Excella Wealth Properties, Inc. 401(k) Plan reported $181K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #572 in Finance & Insurance (9,261 peers)

Excella Wealth Properties, Inc. multi-year trail

Excella Wealth Properties, Inc.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Excella Wealth Properties, Inc. 401(k) Plan at $181K / 2 participants.

#572
in Finance & Insurance (9,261 peers)
-49.2%
assets change YoY

The plan reported a net loss of $176K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excella Wealth Properties, Inc. 401(k) Plan among the smaller filed plans by assets

Excella Wealth Properties, Inc. 401(k) Plan vs every filed plan by assets

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

$181,176 10th percentile higher than 10% 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

Excella Wealth Properties, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excella Wealth Properties, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 842755255 · Excella Wealth Properties, Inc. PY 2022 · 401(k)

Excella Wealth Properties, Inc. 401(k) Plan · $181K · 2 · 10th

  • EIN $181K
  • RANK 2
  • PHOTO 10th
  • IND 401(k)
  • EOY near Barraco Backyard Birds, Inc. 401(k) Plan
  • 5500 ind #572

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 Finance & Insurance retirement plans → · Plans in Florida →

Excella Wealth Properties, Inc. 401(k) Plan in the asset neighbourhood

Excella Wealth Properties, Inc. 401(k) PlanExcella Wealth Properties, I…$181KBarraco Backyard Birds, Inc. 401(k) PlanBarraco Backyard Birds, Inc.…$181KAmerica's Healthcare Employee Retirement PepAmerica's Healthcare Employe…$181KSolo De Gloria Corp. 401(k) Profit Sharing PlanSolo De Gloria Corp. 401(k) …$181KSierra Gold Hardware, Incorporated 401(k) PlanSierra Gold Hardware, Incorp…$181K
End-of-year total assets ($M) among Excella Wealth Properties, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Excella Wealth Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Excella Wealth Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$233K 28.35585287234512% vs 2022
2024 filing year
$0.16M$0.18M$0.2M$0.22M$0.24M 202220232024 $0.18M $0.23M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 2 $181K
2023 1 2 $210K
2024 1 1 $233K

Excella Wealth Properties, Inc. filing trail (2022)

Total Assets (Beginning of Year)$357K
Net Assets (End of Year)$181K
Net Income-$176K
Employer EIN842755255
Plan Effective Date2019-08-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Excella Wealth Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Excella Wealth Properties, Inc. 401(k) Plan, Total assets ($B): 0.000181176 · Participants: 2Excella Wealth Properties, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Excella Wealth Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Excella Wealth Properties, Inc. 401(k) Plan side-by-side with 3 peers →

Excella Wealth Properties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Barraco Backyard Birds, Inc. 401(k) Plan in MI ($181K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Excella Wealth Properties, Inc. 401(k) Plan assets move in 2022? ▼
Excella Wealth Properties, Inc. 401(k) Plan contracted severely - down 49.2% during 2022, from $357K to $181K. Reported net income was -$176K.
How have Excella Wealth Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excella Wealth Properties, Inc.'s sponsor-wide assets grew 28.4%, from $181K to $233K.
Where does Excella Wealth Properties, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Excella Wealth Properties, Inc. 401(k) Plan ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Excella Wealth Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barraco Backyard Birds, Inc. 401(k) Plan in MI ($181K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Excella Wealth Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 842755255.

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.