Other · DOL Form 5500 · 2022

Excelsior Academy Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
162
Participants Small participant base
45th
Percentile by assets National rank
$23,569
Avg per participant Low balance/head
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Official DOL plan name: Excelsior Academy Retirement Plan · Sponsored by Excelsior Academy · Utah · Educational Services

$4M in assets, 162 participants

Excelsior Academy's Excelsior Academy Retirement Plan reported $4M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,255 in Educational Services (4,024 peers)

Coverage in Utah

Excelsior Academy Retirement Plan covers 162 participants in Utah, about 27% of the average Utah filer (state average ~592 per filing). Assets: $4M.

#1,255
in Educational Services (4,024 peers)
+25.9%
assets growth YoY

Excelsior Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Excelsior Academy Retirement Plan vs every filed plan by assets

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

$3,818,212 45th percentile higher than 45% 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 Academy Retirement 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 Academy Retirement Plan sits mid-pack in the medium band (162 participants).

Published 5500 schedule card

Filing strip 260806243 · Excelsior Academy PY 2022 · Other

Excelsior Academy Retirement Plan · $4M · 162 · 45th

  • EOY $4M
  • 5500 162
  • ASSETS 45th
  • PCT Other
  • EIN near Choanoke Area Development Association 403(b) Plan
  • RANK ind #1255

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 Educational Services retirement plans → · Plans in Utah →

Excelsior Academy Retirement Plan in the asset neighbourhood

Excelsior Academy Retirement PlanExcelsior Academy Retirement…$4MChoanoke Area Development Association 403(b) PlanChoanoke Area Development As…$4MMaharishi International University 403(b) DC PlanMaharishi International Univ…$4MBehavioral Healthcare Partners of Central Ohio, Inc. 403(b) PlanBehavioral Healthcare Partne…$4MThe Cove Behavioral Health, Inc. Retirement PlanThe Cove Behavioral Health, …$4M
End-of-year total assets ($M) among Excelsior Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$784K
Employer EIN260806243
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Academy)

Sponsor-wide plan assets over time

All Excelsior Academy plans reported in each filing year

Latest sponsor-wide plan assets
$6M 65.608274239356% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.82M $6.32M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 162 $4M
2023 1 145 $5M
2024 1 155 $6M

Nearby Other Plans in Utah

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

Excelsior Academy Retirement Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300 Total assets ($M) Participants Excelsior Academy Retirement Plan, Total assets ($M): 3.818212 · Participants: 162Excelsior Academy Retirement PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 262.396 · Participants: 38547Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 182.484855 · Participants: 6755Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 88.172529 · Participants: 1774Intermountain Ironworkers' Tax Deferral PlanWestminster College Defined Contribution Retirement Plan, Total assets ($M): 79.368833 · Participants: 349Westminster College Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 36.16094 · Participants: 200Children's Miracle Network 403(b) Plan
Excelsior Academy Retirement Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Excelsior Academy Retirement Plan side-by-side with 3 peers →

Excelsior Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Choanoke Area Development Association 403(b) Plan in NC ($4M); by covered participants it is Bethel College DC Plan in KS (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Academy Retirement Plan assets move in 2022? ▼
Excelsior Academy Retirement Plan grew sharply - up 25.9% during 2022, from $3M to $4M. Reported net income was $784K.
How have Excelsior Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Academy's sponsor-wide assets grew 65.6%, from $4M to $6M.
Which Other plans are similar in size to Excelsior Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Choanoke Area Development Association 403(b) Plan in NC ($4M, 128 participants).
Which Other plans cover a similar participant headcount to Excelsior Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bethel College DC Plan in KS (162 participants, $26M 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 260806243.

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.