401(k) · DOL Form 5500 · 2022

Excel Services, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
145
Participants Small participant base
41st
Percentile by assets National rank
$21,111
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excel Services 401(k) Plan · Sponsored by Excel Services, Inc. · Kentucky · Construction

$3M in assets, 145 participants

Excel Services, Inc.'s Excel Services 401(k) Plan reported $3M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,878 in Construction (9,927 peers)

Coverage in Kentucky

Excel Services 401(k) Plan covers 145 participants in Kentucky, about 22% of the average Kentucky filer (state average ~647 per filing). Assets: $3M.

#3,878
in Construction (9,927 peers)
-6.4%
assets change YoY

The plan reported a net loss of $209K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excel Services 401(k) Plan's mid-pack asset rank among Construction and all filers

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

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

$3,061,116 41st percentile higher than 41% 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 Services 401(k) 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 Services 401(k) Plan sits mid-pack in the medium band (145 participants).

DOL schedule card

Filing strip 204339280 · Excel Services, Inc. PY 2022 · 401(k)

Excel Services 401(k) Plan · $3M · 145 · 41st

  • 5500 $3M
  • ASSETS 145
  • PCT 41st
  • EIN 401(k)
  • RANK near Colwick Travel 401(k) Plan
  • PHOTO ind #3878

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 Kentucky →

Excel Services 401(k) Plan in the asset neighbourhood

Excel Services 401(k) Plan$3MColwick Travel 401(k) Plan$3MRich Logistics 401(k) Plan$3MOhashi & Horn, LLP 401(k) Profit Sharing PlanOhashi & Horn, LLP 401(k) Pr…$3MSoft Gel Technologies, Inc. 401(k) PlanSoft Gel Technologies, Inc. …$3M
End-of-year total assets ($M) among Excel Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$209K
Employer EIN204339280
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Services, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 67.87714023251651% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.06M $5.14M ▲ +68.0%
Year Plans Participants Total Assets
2022 1 145 $3M
2023 1 171 $4M
2024 1 222 $5M

Nearby 401(k) Plans in Kentucky

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

Excel Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Excel Services 401(k) Plan, Total assets ($B): 0.003061116 · Participants: 145Excel Services 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Excel Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Excel Services 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Colwick Travel 401(k) Plan in TX ($3M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Services 401(k) Plan assets move in 2022? ▼
Excel Services 401(k) Plan pulled back noticeably - down 6.4% during 2022, from $3M to $3M. Reported net income was -$209K.
How have Excel Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Services, Inc.'s sponsor-wide assets grew 67.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Excel Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colwick Travel 401(k) Plan in TX ($3M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Excel Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 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 204339280.

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.