401(k) · DOL Form 5500 · 2022

Xcelligent Cold Storage Retirement Plan

Data updated 2026-05-15

$344K
Total assets
13
Participants
15th
Percentile by assets
$26,448
Avg per participant

Sponsored by Xcelligent Cold Storage, Inc. · Colorado · Transportation & Warehousing

What the 2022 filing shows

Xcelligent Cold Storage Retirement Plan holds $344K for 13 participants - about $26,448 per participant, among the smaller plans by assets on file, down 15.3% over the 2022 plan year.

$344K
total plan assets (2022 EOY)
13
covered participants
15th
percentile by assets (of 139,258 plans)
$26,448
avg assets per participant

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Transportation & Warehousing

401(k) · DOL Form 5500 · 2022

What the Filing Says About Xcelligent Cold Storage Retirement Plan

Xcelligent Cold Storage Retirement Plan is a 401(k) retirement plan sponsored by Xcelligent Cold Storage, Inc., headquartered in Colorado. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $344K in total end-of-year assets and covers 13 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 812056223, and the plan has been effective since 2016-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $406K at the beginning of 2022 to $344K at year-end - down 15.3%. Net assets (after liabilities) closed the year at $344K, with reported net income of -$62K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Xcelligent Cold Storage Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)$406K
Total Assets (End of Year)$344K
Net Assets (End of Year)$344K
Net Income-$62K
Plan Type401(k)
Employer EIN812056223
Plan Effective Date2016-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Frequently Asked Questions

How much money is in the Xcelligent Cold Storage Retirement Plan?
As of the 2022 Form 5500 filing, Xcelligent Cold Storage Retirement Plan holds $344K in total assets with 13 participants. It is sponsored by Xcelligent Cold Storage, Inc..
What type of plan is Xcelligent Cold Storage Retirement Plan?
Xcelligent Cold Storage Retirement Plan is a 401(k) plan. It has been effective since 2016-04-01. The plan is filed with the U.S. Department of Labor under EIN 812056223.
Who sponsors the Xcelligent Cold Storage Retirement Plan?
Xcelligent Cold Storage Retirement Plan is sponsored by Xcelligent Cold Storage, Inc., located in Colorado. The sponsor's EIN is 812056223 and the plan operates in the Transportation & Warehousing industry.
How did Xcelligent Cold Storage Retirement Plan perform in 2022?
Xcelligent Cold Storage Retirement Plan declined sharply - down 15.3% during 2022, moving from $406K to $344K in total assets. Net income was -$62K.

What this filing means

Ways to act on Xcelligent Cold Storage Retirement Plan's numbers.

  • By total assets, Xcelligent Cold Storage Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Colorado. Compare plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 812056223.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.