401(k) · DOL Form 5500 · 2022

Excel Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
274
Participants Below avg headcount
88th
Percentile by assets National rank
$184,310
Avg per participant Above avg balance/head
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Official DOL plan name: Excel Engineering, Inc. 401(k) Retirement Savings Plan · Sponsored by Excel Engineering, Inc. · Wisconsin · Professional & Technical Services

$51M in assets, 274 participants

Excel Engineering, Inc.'s Excel Engineering, Inc. 401(k) Retirement Savings Plan reported $51M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,218 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Excel Engineering, Inc. 401(k) Retirement Savings Plan covers 274 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $51M.

#19,218
in Professional & Technical Services (21,562 peers)
-10.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excel Engineering, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Excel Engineering, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$50,500,824 Top 12% higher than 88% 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 Engineering, Inc. 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Engineering, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (274 participants).

Plan-year Form 5500 strip

Filing strip 391689347 · Excel Engineering, Inc. PY 2022 · 401(k)

Excel Engineering, Inc. 401(k) Retirement Savings Plan · $51M · 274 · 88th

  • TYPE $51M
  • NET 274
  • BOOK 88th
  • VS-ST 401(k)
  • BOY near Tfc, Inc. 401(k) Plan
  • SCH ind #19218

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Excel Engineering, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Credence Management Solutions 401(k) Profit Sharing PlanCredence Management Solution…$51MExcel Engineering, Inc. 401(k) Retirement Savings PlanExcel Engineering, Inc. 401(…$51MTfc, Inc. 401(k) Plan$50MPointclickcare Technologies USA Corp. 401(k) PlanPointclickcare Technologies …$50MUnify Financial Federal Credit Union 401(k) PlanUnify Financial Federal Cred…$50M
End-of-year total assets ($M) among Excel Engineering, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$51M
Net Income-$6M
Employer EIN391689347
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Engineering, Inc.)

Sponsor-wide plan assets over time

All Excel Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 59.33478827989025% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $50.5M $80.5M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 274 $51M
2023 1 310 $66M
2024 1 328 $80M

Nearby 401(k) Plans in Wisconsin

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

Excel Engineering, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Excel Engineering, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.050500824 · Participants: 274Excel Engineering, Inc. 401(k) Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Excel Engineering, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Excel Engineering, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Excel Engineering, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tfc, Inc. 401(k) Plan in ND ($50M); by covered participants it is Second Samuel Transport Inc 401(k) Plan in MI (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Engineering, Inc. 401(k) Retirement Savings Plan assets move in 2022? ▼
Excel Engineering, Inc. 401(k) Retirement Savings Plan pulled back noticeably - down 10.7% during 2022, from $57M to $51M. Reported net income was -$6M.
How have Excel Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Engineering, Inc.'s sponsor-wide assets grew 59.3%, from $51M to $80M.
Where does Excel Engineering, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Excel Engineering, Inc. 401(k) Retirement Savings Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Excel Engineering, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tfc, Inc. 401(k) Plan in ND ($50M, 572 participants).
Which 401(k) plans cover a similar participant headcount to Excel Engineering, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Second Samuel Transport Inc 401(k) Plan in MI (274 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 391689347.

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.