Profit Sharing · DOL Form 5500 · 2022

Excelsior Wellness Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
182
Participants Below avg headcount
41st
Percentile by assets National rank
$16,540
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excelsior Wellness 403(b) Plan · Sponsored by Excelsior Wellness · Washington · Healthcare & Social Assistance

$3M in assets, 182 participants

Excelsior Wellness's Excelsior Wellness 403(b) Plan reported $3M in total assets and 182 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.

  • #8,834 in Healthcare & Social Assistance (20,060 peers)

Coverage in Washington

Excelsior Wellness 403(b) Plan covers 182 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $3M.

#8,834
in Healthcare & Social Assistance (20,060 peers)
+2.7%
assets growth YoY

Excelsior Wellness 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Excelsior Wellness 403(b) Plan vs every filed plan by assets

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

$3,010,274 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

Excelsior Wellness 403(b) 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. Excelsior Wellness 403(b) Plan sits mid-pack in the medium band (182 participants).

Published 5500 schedule card

Filing strip 911189908 · Excelsior Wellness PY 2022 · Profit Sharing

Excelsior Wellness 403(b) Plan · $3M · 182 · 41st

  • BOY $3M
  • BOY 182
  • BOY 41st
  • BOY Profit Sharing
  • BOY near Doug Bradley Trucking Inc Employee Profit Sharing Plan
  • BOY ind #8834

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Excelsior Wellness 403(b) Plan in the asset neighbourhood

Excelsior Wellness 403(b) PlanExcelsior Wellness 403(b) Pl…$3MDoug Bradley Trucking Inc Employee Profit Sharing PlanDoug Bradley Trucking Inc Em…$3MGalloway & Jensen, a Professional Corporation Profit Sharing PlanGalloway & Jensen, a Profess…$3MA - V Equipment Rentals, Inc. Profit Sharing PlanA - V Equipment Rentals, Inc…$3MJinichi Tokeshi, M.D., Inc. Profit Sharing Plan (002)Jinichi Tokeshi, M.D., Inc. …$3M
End-of-year total assets ($M) among Excelsior Wellness 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$78K
Employer EIN911189908
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Wellness)

Sponsor-wide plan assets over time

All Excelsior Wellness plans reported in each filing year

Latest sponsor-wide plan assets
$5M 68.5008407872506% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.01M $5.07M ▲ +68.4%
Year Plans Participants Total Assets
2022 1 182 $3M
2023 1 197 $4M
2024 1 151 $5M

Nearby Profit Sharing Plans in Washington

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

Excelsior Wellness 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600 Total assets ($M) Participants Excelsior Wellness 403(b) Plan, Total assets ($M): 3.010274 · Participants: 182Excelsior Wellness 403(b) PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 493.753919 · Participants: 2596Itron, Inc. Incentive Savings PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 468.18651 · Participants: 1613Bill & Melinda Gates Foundation Sharing Retirement PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 284.097962 · Participants: 73362SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 245.51852 · Participants: 1639Western Washington Painters Defined Contribution Pension PlanPeacehealth Southwest Medical Center Employer Contribution Plan, Total assets ($M): 173.025444 · Participants: 3089Peacehealth Southwest Medical Center Employer Contribution Plan
Excelsior Wellness 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Excelsior Wellness 403(b) Plan side-by-side with 3 peers →

Excelsior Wellness 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Doug Bradley Trucking Inc Employee Profit Sharing Plan in KS ($3M); by covered participants it is The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan in PR (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Excelsior Wellness 403(b) Plan assets move in 2022? ▼
Excelsior Wellness 403(b) Plan edged up modestly - up 2.7% during 2022, from $3M to $3M. Reported net income was $78K.
How have Excelsior Wellness plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Wellness's sponsor-wide assets grew 68.5%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Excelsior Wellness 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Doug Bradley Trucking Inc Employee Profit Sharing Plan in KS ($3M, 119 participants).
Which Profit Sharing plans cover a similar participant headcount to Excelsior Wellness 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Aspen Surgical Puerto Rico Corp. 1165(e) Savings Plan in PR (182 participants, $3M 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 911189908.

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.