401(k) · DOL Form 5500 · 2022

Excelsior Defense, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
428
Participants Below avg headcount
28th
Percentile by assets National rank
$3,191
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excelsior Defense Inc Retirement Plan · Sponsored by Excelsior Defense, Inc. · Florida · Administrative & Support Services

$1M in assets, 428 participants

Excelsior Defense, Inc.'s Excelsior Defense Inc Retirement Plan reported $1M in total assets and 428 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,541 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Excelsior Defense Inc Retirement Plan ranks #2,541 of 4,927 2022 filers by assets (2113% of the sector average)-$1M for 428 participants.

#2,541
in Administrative & Support Services (4,927 peers)
-26.0%
assets change YoY

The plan reported a net loss of $481K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excelsior Defense Inc Retirement Plan among the smaller filed plans by assets

Excelsior Defense Inc Retirement Plan vs every filed plan by assets

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

$1,365,775 28th percentile higher than 28% 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

Excelsior Defense Inc Retirement 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. Excelsior Defense Inc Retirement Plan sits mid-pack in the medium band (428 participants).

Form 5500 schedule snapshot

Filing strip 593541210 · Excelsior Defense, Inc. PY 2022 · 401(k)

Excelsior Defense Inc Retirement Plan · $1M · 428 · 28th

  • EOY $1M
  • EOY 428
  • EOY 28th
  • EOY 401(k)
  • EOY near Road Ranger, LLC 401(k) Plan
  • EOY ind #2541

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 Administrative & Support Services retirement plans → · Plans in Florida →

Excelsior Defense Inc Retirement Plan in the asset neighbourhood

Excelsior Defense Inc Retirement PlanExcelsior Defense Inc Retire…$1MRoad Ranger, LLC 401(k) Plan$1MF & G Properties Retirement PlanF & G Properties Retirement …$1MCollins, Boike & Moore, P.a. 401(k) Profit ShareCollins, Boike & Moore, P.a.…$1MDiesel Laptops Employee Retirement PlanDiesel Laptops Employee Reti…$1M
End-of-year total assets ($M) among Excelsior Defense Inc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$481K
Employer EIN593541210
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Defense, Inc.)

Sponsor-wide plan assets over time

All Excelsior Defense, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.324815580897294% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.37M $1.66M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 428 $1M
2023 1 379 $2M
2024 1 306 $2M

Nearby 401(k) Plans in Florida

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

Excelsior Defense Inc Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Excelsior Defense Inc Retirement Plan, Total assets ($B): 0.001365775 · Participants: 428Excelsior Defense Inc Retirement 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
Excelsior Defense Inc Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Excelsior Defense Inc Retirement Plan side-by-side with 3 peers →

Excelsior Defense Inc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Road Ranger, LLC 401(k) Plan in IL ($1M); by covered participants it is US Radiology Specialists 401(k) Retirement Plan in NC (428 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (428 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 Excelsior Defense Inc Retirement Plan assets move in 2022? ▼
Excelsior Defense Inc Retirement Plan declined sharply - down 26.0% during 2022, from $2M to $1M. Reported net income was -$481K.
How have Excelsior Defense, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Defense, Inc.'s sponsor-wide assets grew 21.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Excelsior Defense Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Road Ranger, LLC 401(k) Plan in IL ($1M, 685 participants).
Which 401(k) plans cover a similar participant headcount to Excelsior Defense Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is US Radiology Specialists 401(k) Retirement Plan in NC (428 participants, $167M 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 593541210.

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.