Defined Benefit (Pension) · DOL Form 5500 · 2022

Excel Building Systems, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
21
Participants Small participant base
28th
Percentile by assets National rank
$64,702
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excel Building Systems, Inc. Defined Benefit Plan and Trust · Sponsored by Excel Building Systems, Inc. · Massachusetts · Construction

$1M in assets, 21 participants

Excel Building Systems, Inc.'s Excel Building Systems, Inc. Defined Benefit Plan and Trust reported $1M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,547 in Construction (9,927 peers)

Excel Building Systems, Inc. multi-year trail

Excel Building Systems, Inc.'s plans moved +21.8% in assets from 2022 to 2024; this filing shows Excel Building Systems, Inc. Defined Benefit Plan and Trust at $1M / 21 participants.

#2,547
in Construction (9,927 peers)
-34.4%
assets change YoY

The plan reported a net loss of $712K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excel Building Systems, Inc. Defined Benefit Plan and Trust among the smaller filed plans by assets

Excel Building Systems, Inc. Defined Benefit Plan and Trust vs every filed plan by assets

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

$1,358,750 28th percentile higher than 28% 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 Building Systems, Inc. Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Building Systems, Inc. Defined Benefit Plan and Trust is a small filing (21 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042526706 · Excel Building Systems, Inc. PY 2022 · Defined Benefit (Pension)

Excel Building Systems, Inc. Defined Benefit Plan and Trust · $1M · 21 · 28th

  • PHOTO $1M
  • PHOTO 21
  • PHOTO 28th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near The Massaro Group Pension Trust
  • PHOTO ind #2547

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 Massachusetts →

Excel Building Systems, Inc. Defined Benefit Plan and Trust in the asset neighbourhood

Excel Building Systems, Inc. Defined Benefit Plan and TrustExcel Building Systems, Inc.…$1MThe Massaro Group Pension TrustThe Massaro Group Pension Tr…$1MWilliams & Gumbiner LLP Cash Balance Plan & TrustWilliams & Gumbiner LLP Cash…$1MRetirement Plan for Rolls-Royce North AmericaRetirement Plan for Rolls-Ro…$1MEssential Business Strategies Defined Benefit Pension PlanEssential Business Strategie…$1M
End-of-year total assets ($M) among Excel Building Systems, Inc. Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Excel Building Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Excel Building Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.847727690892366% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.36M $1.66M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 21 $1M
2023 1 17 $1M
2024 1 18 $2M

Excel Building Systems, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$712K
Employer EIN042526706
Plan Effective Date1975-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Excel Building Systems, Inc. Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Excel Building Systems, Inc. Defined Benefit Plan and Trust, Total assets ($B): 0.00135875 · Participants: 21Excel Building Systems, Inc. Defined Benefit Plan and TrustConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Excel Building Systems, Inc. Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Excel Building Systems, Inc. Defined Benefit Plan and Trust side-by-side with 3 peers →

Excel Building Systems, Inc. Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is The Massaro Group Pension Trust in NY ($1M); by covered participants it is Halliburton Retirement Plan in TX (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Building Systems, Inc. Defined Benefit Plan and Trust assets move in 2022? ▼
Excel Building Systems, Inc. Defined Benefit Plan and Trust contracted severely - down 34.4% during 2022, from $2M to $1M. Reported net income was -$712K.
How have Excel Building Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Building Systems, Inc.'s sponsor-wide assets grew 21.8%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Excel Building Systems, Inc. Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Massaro Group Pension Trust in NY ($1M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excel Building Systems, Inc. Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Halliburton Retirement Plan in TX (21 participants, $36M 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 042526706.

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.