Profit Sharing · DOL Form 5500 · 2022

Xcel Fitness Spa, Inc Profit Sharing Plan

Data updated 2026-08-25

$398K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$199,087
Avg per participant Above avg balance/head
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Official DOL plan name: Xcel Fitness Spa, Inc. Retirement Plan · Sponsored by Xcel Fitness Spa, Inc · Florida · Arts, Entertainment & Recreation

$398K in assets, 2 participants

Xcel Fitness Spa, Inc's Xcel Fitness Spa, Inc. Retirement Plan reported $398K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,108 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Xcel Fitness Spa, Inc. Retirement Plan ranks #1,108 of 3,077 2022 filers by assets (6974% of the sector average)-$398K for 2 participants.

#1,108
in Arts, Entertainment & Recreation (3,077 peers)
-27.9%
assets change YoY

The plan reported a net loss of $154K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Xcel Fitness Spa, Inc. Retirement Plan among the smaller filed plans by assets

Xcel Fitness Spa, Inc. Retirement Plan vs every filed plan by assets

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

$398,173 16th percentile higher than 16% 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

Xcel Fitness Spa, Inc. Retirement 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. Xcel Fitness Spa, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 455633687 · Xcel Fitness Spa, Inc PY 2022 · Profit Sharing

Xcel Fitness Spa, Inc. Retirement Plan · $398K · 2 · 16th

  • ASSETS $398K
  • PCT 2
  • EIN 16th
  • RANK Profit Sharing
  • PHOTO near Sunnyside Inc. Retirement Plan
  • IND ind #1108

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Xcel Fitness Spa, Inc. Retirement Plan in the asset neighbourhood

Xcel Fitness Spa, Inc. Retirement PlanXcel Fitness Spa, Inc. Retir…$398KSunnyside Inc. Retirement PlanSunnyside Inc. Retirement Pl…$398KAdvantage Training Solutions, Inc. Profit Sharing PlanAdvantage Training Solutions…$398KGreen Engineering Group, P.S.C. Retirement PlanGreen Engineering Group, P.S…$398KAlphabetzee Inc. Retirement PlanAlphabetzee Inc. Retirement …$398K
End-of-year total assets ($M) among Xcel Fitness Spa, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$552K
Net Assets (End of Year)$398K
Net Income-$154K
Employer EIN455633687
Plan Effective Date2013-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Xcel Fitness Spa, Inc)

Sponsor-wide plan assets over time

All Xcel Fitness Spa, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$687K 72.60914225726005% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.4M $0.69M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 2 $398K
2023 1 2 $473K
2024 1 3 $687K

Nearby Profit Sharing Plans in Florida

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

Xcel Fitness Spa, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Xcel Fitness Spa, Inc. Retirement Plan, Total assets ($B): 0.000398173 · Participants: 2Xcel Fitness Spa, Inc. Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Xcel Fitness Spa, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Xcel Fitness Spa, Inc. Retirement Plan side-by-side with 3 peers →

Xcel Fitness Spa, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Sunnyside Inc. Retirement Plan in AL ($398K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Xcel Fitness Spa, Inc. Retirement Plan assets move in 2022? ▼
Xcel Fitness Spa, Inc. Retirement Plan declined sharply - down 27.9% during 2022, from $552K to $398K. Reported net income was -$154K.
How have Xcel Fitness Spa, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xcel Fitness Spa, Inc's sponsor-wide assets grew 72.6%, from $398K to $687K.
Where does Xcel Fitness Spa, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Xcel Fitness Spa, Inc. Retirement Plan ranks in the 16th 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 Profit Sharing plans are similar in size to Xcel Fitness Spa, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sunnyside Inc. Retirement Plan in AL ($398K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Xcel Fitness Spa, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 455633687.

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.