401(k) · DOL Form 5500 · 2022

Excel Contractors, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
1,784
Participants Near avg headcount
87th
Percentile by assets National rank
$25,686
Avg per participant Low balance/head
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Official DOL plan name: Excel Group 401(k) Savings Plan · Sponsored by Excel Contractors, LLC · Louisiana · Construction

$46M in assets, 1,784 participants

Excel Contractors, LLC's Excel Group 401(k) Savings Plan reported $46M in total assets and 1,784 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #8,497 in Construction (9,927 peers)

Coverage in Louisiana

Excel Group 401(k) Savings Plan covers 1,784 participants in Louisiana, 3.6x the typical Louisiana plan (state average ~495 per filing). Assets: $46M.

#8,497
in Construction (9,927 peers)
-19.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excel Group 401(k) Savings Plan's outsized position by total assets

Excel Group 401(k) Savings Plan vs every filed plan by assets

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

$45,823,349 Top 13% higher than 87% 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 Group 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Group 401(k) Savings Plan lands in the large band (1,784 participants).

Plan-year Form 5500 strip

Filing strip 720969587 · Excel Contractors, LLC PY 2022 · 401(k)

Excel Group 401(k) Savings Plan · $46M · 1,784 · 87th

  • EOY $46M
  • 5500 1,784
  • ASSETS 87th
  • PCT 401(k)
  • EIN near Ebix, Inc. Cash Option Profit Sharing Trust
  • RANK ind #8497

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 Construction retirement plans → · Plans in Louisiana →

Excel Group 401(k) Savings Plan in the asset neighbourhood

Ubs Financial Services Inc of Puerto Rico Savings Plus Plan TrustUbs Financial Services Inc o…$46MExcel Group 401(k) Savings PlanExcel Group 401(k) Savings P…$46MEbix, Inc. Cash Option Profit Sharing TrustEbix, Inc. Cash Option Profi…$46MMan Capital Corporation & Affiliated Companies 401(k) Deferred Income Savings PlanMan Capital Corporation & Af…$46MThe Contractors Retirement PlanThe Contractors Retirement P…$46M
End-of-year total assets ($M) among Excel Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$46M
Net Income-$11M
Employer EIN720969587
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Contractors, LLC)

Sponsor-wide plan assets over time

All Excel Contractors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 16.982423087409% vs 2022
2024 filing year
$45M$50M$55M 202220232024 $45.8M $53.6M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 1,784 $46M
2023 1 3,692 $49M
2024 1 5,400 $54M

Nearby 401(k) Plans in Louisiana

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

Excel Group 401(k) Savings Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -101234 Total assets ($B) Participants Excel Group 401(k) Savings Plan, Total assets ($B): 0.045823349 · Participants: 1784Excel Group 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Excel Group 401(k) Savings Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Excel Group 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest 401(k) by assets is Ebix, Inc. Cash Option Profit Sharing Trust in GA ($46M); by covered participants it is Albert Einstein College of Medicine 403(b) Retirement Income Plan in NY (1,784 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,784 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 Group 401(k) Savings Plan assets move in 2022? ▼
Excel Group 401(k) Savings Plan declined sharply - down 19.9% during 2022, from $57M to $46M. Reported net income was -$11M.
How have Excel Contractors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Contractors, LLC's sponsor-wide assets grew 17.0%, from $46M to $54M.
Where does Excel Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Excel Group 401(k) Savings Plan ranks in the 87th 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 Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ebix, Inc. Cash Option Profit Sharing Trust in GA ($46M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Excel Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Albert Einstein College of Medicine 403(b) Retirement Income Plan in NY (1,784 participants, $485M 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 720969587.

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.