401(k) · DOL Form 5500 · 2022

Advisors Excel, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
803
Participants Near avg headcount
87th
Percentile by assets National rank
$56,866
Avg per participant Low balance/head
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Official DOL plan name: Advisors Excel, LLC 401(k) P/S Plan · Sponsored by Advisors Excel, LLC · Kansas · Finance & Insurance

$46M in assets, 803 participants

Advisors Excel, LLC's Advisors Excel, LLC 401(k) P/S Plan reported $46M in total assets and 803 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.

  • #7,367 in Finance & Insurance (9,261 peers)

Coverage in Kansas

Advisors Excel, LLC 401(k) P/S Plan covers 803 participants in Kansas, 2.2x the typical Kansas plan (state average ~360 per filing). Assets: $46M.

#7,367
in Finance & Insurance (9,261 peers)
-8.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advisors Excel, LLC 401(k) P/S Plan's outsized position by total assets

Advisors Excel, LLC 401(k) P/S Plan vs every filed plan by assets

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

$45,663,089 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

Advisors Excel, LLC 401(k) P/S 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. Advisors Excel, LLC 401(k) P/S Plan sits mid-pack in the medium band (803 participants).

Published 5500 schedule card

Filing strip 202111111 · Advisors Excel, LLC PY 2022 · 401(k)

Advisors Excel, LLC 401(k) P/S Plan · $46M · 803 · 87th

  • SCH $46M
  • EBSA 803
  • PART 87th
  • TYPE 401(k)
  • NET near City Facilities Management (US) LLC 401(k) Plan
  • BOOK ind #7367

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 Finance & Insurance retirement plans → · Plans in Kansas →

Advisors Excel, LLC 401(k) P/S Plan in the asset neighbourhood

Consolidated Retirement Plan$46MAnesthesia & Analgesia Medical Group, Inc. 401(k) Profit Sharing PlanAnesthesia & Analgesia Medic…$46MAdvisors Excel, LLC 401(k) P/S PlanAdvisors Excel, LLC 401(k) P…$46MCity Facilities Management (US) LLC 401(k) PlanCity Facilities Management (…$46MNumber 1 Cochran Retirement PlanNumber 1 Cochran Retirement …$46M
End-of-year total assets ($M) among Advisors Excel, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kansas filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$46M
Net Income-$4M
Employer EIN202111111
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisors Excel, LLC)

Sponsor-wide plan assets over time

All Advisors Excel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 61.718281914743% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.7M $73.9M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 803 $46M
2023 1 872 $60M
2024 1 931 $74M

Nearby 401(k) Plans in Kansas

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

Advisors Excel, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Advisors Excel, LLC 401(k) P/S Plan, Total assets ($B): 0.045663089 · Participants: 803Advisors Excel, LLC 401(k) P/S PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Advisors Excel, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Advisors Excel, LLC 401(k) P/S Plan side-by-side with 3 peers →

Advisors Excel, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is City Facilities Management (US) LLC 401(k) Plan in FL ($46M); by covered participants it is Tully Group Employee Savings and Protection Plan in NY (803 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (803 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 Advisors Excel, LLC 401(k) P/S Plan assets move in 2022? ▼
Advisors Excel, LLC 401(k) P/S Plan pulled back noticeably - down 8.9% during 2022, from $50M to $46M. Reported net income was -$4M.
How have Advisors Excel, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisors Excel, LLC's sponsor-wide assets grew 61.7%, from $46M to $74M.
Where does Advisors Excel, LLC 401(k) P/S Plan rank by assets among Form 5500 filers? ▼
Advisors Excel, LLC 401(k) P/S 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 Advisors Excel, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is City Facilities Management (US) LLC 401(k) Plan in FL ($46M, 1,924 participants).
Which 401(k) plans cover a similar participant headcount to Advisors Excel, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tully Group Employee Savings and Protection Plan in NY (803 participants, $39M 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 202111111.

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.