401(k) · DOL Form 5500 · 2022

Excell Marketing, L.C. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
312
Participants Below avg headcount
80th
Percentile by assets National rank
$76,700
Avg per participant Below avg balance/head
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Official DOL plan name: Excell Marketing, L.C. Profit Sharing Plan · Sponsored by Excell Marketing, L.C. · Iowa · Wholesale Trade

$24M in assets, 312 participants

Excell Marketing, L.C.'s Excell Marketing, L.C. Profit Sharing Plan reported $24M in total assets and 312 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,386 in Wholesale Trade (6,843 peers)

Where Excell Marketing, L.C. Profit Sharing Plan sits by assets

Excell Marketing, L.C. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $24M for 312 participants (~$76,700/participant), down 16.6% in 2022.

#5,386
in Wholesale Trade (6,843 peers)
-16.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excell Marketing, L.C. Profit Sharing Plan's outsized position by total assets

Excell Marketing, L.C. Profit Sharing Plan vs every filed plan by assets

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

$23,930,523 Top 20% higher than 80% 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

Excell Marketing, L.C. Profit Sharing 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. Excell Marketing, L.C. Profit Sharing Plan sits mid-pack in the medium band (312 participants).

Form 5500 schedule snapshot

Filing strip 421444611 · Excell Marketing, L.C. PY 2022 · 401(k)

Excell Marketing, L.C. Profit Sharing Plan · $24M · 312 · 80th

  • VS-ST $24M
  • BOY 312
  • SCH 80th
  • EBSA 401(k)
  • PART near Faithlife 401(k) Plan
  • TYPE ind #5386

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 Wholesale Trade retirement plans → · Plans in Iowa →

Excell Marketing, L.C. Profit Sharing Plan in the asset neighbourhood

Ct Spring & Stamping Corporation 401(k) Profit Sharing PlanCt Spring & Stamping Corpora…$24MExcell Marketing, L.C. Profit Sharing PlanExcell Marketing, L.C. Profi…$24MFaithlife 401(k) Plan$24MPeak6 Insurtech Services 401(k) PlanPeak6 Insurtech Services 401…$24MDfs Holding Company, LLC 401(k) PlanDfs Holding Company, LLC 401…$24M
End-of-year total assets ($M) among Excell Marketing, L.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$5M
Employer EIN421444611
Plan Effective Date1975-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excell Marketing, L.C.)

Sponsor-wide plan assets over time

All Excell Marketing, L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 23.62975100878489% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.9M $29.6M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 312 $24M
2023 1 364 $28M
2024 1 438 $30M

Nearby 401(k) Plans in Iowa

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

Excell Marketing, L.C. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Excell Marketing, L.C. Profit Sharing Plan, Total assets ($B): 0.023930523 · Participants: 312Excell Marketing, L.C. Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Excell Marketing, L.C. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Excell Marketing, L.C. Profit Sharing Plan side-by-side with 3 peers →

Excell Marketing, L.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Faithlife 401(k) Plan in WA ($24M); by covered participants it is The Northstar Snf 401(k) Plan in NY (312 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Excell Marketing, L.C. Profit Sharing Plan assets move in 2022? ▼
Excell Marketing, L.C. Profit Sharing Plan declined sharply - down 16.6% during 2022, from $29M to $24M. Reported net income was -$5M.
How have Excell Marketing, L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excell Marketing, L.C.'s sponsor-wide assets grew 23.6%, from $24M to $30M.
Where does Excell Marketing, L.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Excell Marketing, L.C. Profit Sharing Plan ranks in the 80th 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 Excell Marketing, L.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Faithlife 401(k) Plan in WA ($24M, 385 participants).
Which 401(k) plans cover a similar participant headcount to Excell Marketing, L.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Northstar Snf 401(k) Plan in NY (312 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 421444611.

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.