401(k) · DOL Form 5500 · 2022

Excel Bottling Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
29
Participants Small participant base
34th
Percentile by assets National rank
$71,328
Avg per participant Below avg balance/head
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Official DOL plan name: Excel Bottling Company 401(k) Plan · Sponsored by Excel Bottling Company · Illinois · Manufacturing

$2M in assets, 29 participants

Excel Bottling Company's Excel Bottling Company 401(k) Plan reported $2M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,717 in Manufacturing (20,602 peers)

Excel Bottling Company multi-year trail

Excel Bottling Company's plans moved +38.5% in assets from 2022 to 2024; this filing shows Excel Bottling Company 401(k) Plan at $2M / 29 participants.

#3,717
in Manufacturing (20,602 peers)
-9.5%
assets change YoY

The plan reported a net loss of $218K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excel Bottling Company 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Excel Bottling Company 401(k) Plan vs every filed plan by assets

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

$2,068,519 34th percentile higher than 34% 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 Bottling Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Bottling Company 401(k) Plan is a small filing (29 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 370960892 · Excel Bottling Company PY 2022 · 401(k)

Excel Bottling Company 401(k) Plan · $2M · 29 · 34th

  • PART $2M
  • PART 29
  • PART 34th
  • PART 401(k)
  • PART near Ramos Financial Corporation Profit Sharing/401(k) Plan
  • PART ind #3717

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 Manufacturing retirement plans → · Plans in Illinois →

Excel Bottling Company 401(k) Plan in the asset neighbourhood

Excel Bottling Company 401(k) PlanExcel Bottling Company 401(k…$2MRamos Financial Corporation Profit Sharing/401(k) PlanRamos Financial Corporation …$2MMark a. Dawkins M.D. Savings Incentive PlanMark a. Dawkins M.D. Savings…$2MColonial Federal Savings Bank Employee Stock Ownership PlanColonial Federal Savings Ban…$2MNorthern Lights Energy Companies Inc 401(k) Profit Sharing PlanNorthern Lights Energy Compa…$2M
End-of-year total assets ($M) among Excel Bottling Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Excel Bottling Company multi-year asset trail

Sponsor-wide plan assets over time

All Excel Bottling Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.46162399281805% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.07M $2.86M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 29 $2M
2023 1 29 $2M
2024 1 32 $3M

Excel Bottling Company filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$218K
Employer EIN370960892
Plan Effective Date2007-01-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Excel Bottling Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Excel Bottling Company 401(k) Plan, Total assets ($B): 0.002068519 · Participants: 29Excel Bottling Company 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Excel Bottling Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Excel Bottling Company 401(k) Plan side-by-side with 3 peers →

Excel Bottling Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ramos Financial Corporation Profit Sharing/401(k) Plan in CA ($2M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Bottling Company 401(k) Plan assets move in 2022? ▼
Excel Bottling Company 401(k) Plan pulled back noticeably - down 9.5% during 2022, from $2M to $2M. Reported net income was -$218K.
How have Excel Bottling Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Bottling Company's sponsor-wide assets grew 38.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Excel Bottling Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ramos Financial Corporation Profit Sharing/401(k) Plan in CA ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Excel Bottling Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M 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 370960892.

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.