Other · DOL Form 5500 · 2022

Excelth, Incorporated Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
106
Participants Small participant base
32nd
Percentile by assets National rank
$16,368
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Excelth, Incorporated · Sponsored by Excelth, Incorporated · Louisiana · Other Services

$2M in assets, 106 participants

Excelth, Incorporated's 403(b) Thrift Plan of Excelth, Incorporated reported $2M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,631 in Other Services (8,398 peers)

Coverage in Louisiana

403(b) Thrift Plan of Excelth, Incorporated covers 106 participants in Louisiana, about 21% of the average Louisiana filer (state average ~495 per filing). Assets: $2M.

#4,631
in Other Services (8,398 peers)
-3.2%
assets change YoY

The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Excelth, Incorporated among the smaller filed plans by assets

403(b) Thrift Plan of Excelth, Incorporated vs every filed plan by assets

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

$1,734,965 32nd percentile higher than 32% 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

403(b) Thrift Plan of Excelth, Incorporated 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. 403(b) Thrift Plan of Excelth, Incorporated sits mid-pack in the medium band (106 participants).

Plan-year Form 5500 strip

Filing strip 721193463 · Excelth, Incorporated PY 2022 · Other

403(b) Thrift Plan of Excelth, Incorporated · $2M · 106 · 32nd

  • ASSETS $2M
  • ASSETS 106
  • ASSETS 32nd
  • ASSETS Other
  • ASSETS near Boys & Girls Clubs of the Valley, Inc. 403(b) Plan
  • ASSETS ind #4631

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 Other Services retirement plans → · Plans in Louisiana →

403(b) Thrift Plan of Excelth, Incorporated in the asset neighbourhood

403(b) Thrift Plan of Excelth, Incorporated403(b) Thrift Plan of Excelt…$2MBoys & Girls Clubs of the Valley, Inc. 403(b) PlanBoys & Girls Clubs of the Va…$2MGood Shepherd Home 403b Savings Retirement PlanGood Shepherd Home 403b Savi…$2M403b Thrift Plan for Child Care of Southwest Florida Inc.403b Thrift Plan for Child C…$2MTri-County Community Council, Inc 403(b) PlanTri-County Community Council…$2M
End-of-year total assets ($M) among 403(b) Thrift Plan of Excelth, Incorporated and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$57K
Employer EIN721193463
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelth, Incorporated)

Sponsor-wide plan assets over time

All Excelth, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.972472067159856% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.73M $2.84M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 106 $2M
2023 1 117 $2M
2024 1 109 $3M

Nearby Other Plans in Louisiana

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Excelth, Incorporated vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants 403(b) Thrift Plan of Excelth, Incorporated, Total assets ($M): 1.734965 · Participants: 106403(b) Thrift Plan of Excelth, IncorporatedTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 672.607791 · Participants: 3246Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 467.386097 · Participants: 3343Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 398.684054 · Participants: 24876Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 261.053356 · Participants: 3481Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 188.542297 · Participants: 672Loyola University Retirement Plan
403(b) Thrift Plan of Excelth, Incorporated vs. nearby Other plans in Louisiana, assets vs. participants
Compare 403(b) Thrift Plan of Excelth, Incorporated side-by-side with 3 peers →

403(b) Thrift Plan of Excelth, Incorporated's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Boys & Girls Clubs of the Valley, Inc. 403(b) Plan in AZ ($2M); by covered participants it is Northpointe Christian School 403(b) Plan in MI (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 403(b) Thrift Plan of Excelth, Incorporated assets move in 2022? ▼
403(b) Thrift Plan of Excelth, Incorporated edged down modestly - down 3.2% during 2022, from $2M to $2M. Reported net income was -$57K.
How have Excelth, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelth, Incorporated's sponsor-wide assets grew 64.0%, from $2M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan of Excelth, Incorporated? ▼
Among Other plans in other states, the closest by assets is Boys & Girls Clubs of the Valley, Inc. 403(b) Plan in AZ ($2M, 387 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Excelth, Incorporated? ▼
Among Other plans in other states, the closest by covered participants is Northpointe Christian School 403(b) Plan in MI (106 participants, $1M 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 721193463.

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.