Profit Sharing · DOL Form 5500 · 2023

Xcel Fitness Spa, Inc Profit Sharing Plan

Data updated 2026-08-25

$473K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$236,543
Avg per participant Above avg balance/head
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Official DOL plan name: Xcel Fitness Spa, Inc. Retirement Plan · Sponsored by Xcel Fitness Spa, Inc · Florida · Arts, Entertainment & Recreation

$473K in assets, 2 participants

Xcel Fitness Spa, Inc's Xcel Fitness Spa, Inc. Retirement Plan reported $473K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,165 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Xcel Fitness Spa, Inc. Retirement Plan ranks #1,165 of 2,945 2023 filers by assets (5870% of the sector average)-$473K for 2 participants.

#1,165
in Arts, Entertainment & Recreation (2,945 peers)
+18.8%
assets growth YoY

Xcel Fitness Spa, Inc. Retirement Plan among the smaller filed plans by assets

Xcel Fitness Spa, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$473,086 17th percentile higher than 17% of 127,068 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 2023

Xcel Fitness Spa, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xcel Fitness Spa, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Xcel Fitness Spa, Inc. Retirement Plan reported net income rose from -$154K in the plan year 2022 filing to $75K in the plan year 2023 filing.
  • Xcel Fitness Spa, Inc. Retirement Plan end-of-year assets rose from $398K in the plan year 2022 filing to $473K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455633687 · Xcel Fitness Spa, Inc PY 2023 · Profit Sharing

Xcel Fitness Spa, Inc. Retirement Plan · $473K · 2 · 17th

  • EOY $473K
  • EOY 2
  • EOY 17th
  • EOY Profit Sharing
  • EOY near Katl Enterprises, Inc. Retirement Plan
  • EOY ind #1165

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Xcel Fitness Spa, Inc. Retirement Plan in the asset neighbourhood

Xcel Fitness Spa, Inc. Retirement PlanXcel Fitness Spa, Inc. Retir…$473KKatl Enterprises, Inc. Retirement PlanKatl Enterprises, Inc. Retir…$473KFront Porch Enterprises, Inc. Retirement PlanFront Porch Enterprises, Inc…$473KJesleen Vega Ramirez Retirement PlanJesleen Vega Ramirez Retirem…$473KJc Hospitality Inc. Retirement PlanJc Hospitality Inc. Retireme…$473K
End-of-year total assets ($M) among Xcel Fitness Spa, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$398K
Net Assets (End of Year)$473K
Net Income$75K
Employer EIN455633687
Plan Effective Date2013-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Xcel Fitness Spa, Inc)

Sponsor-wide plan assets over time

All Xcel Fitness Spa, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$687K 72.60914225726005% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.4M $0.69M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 2 $398K
2023 1 2 $473K
2024 1 3 $687K

Nearby Profit Sharing Plans in Florida

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

Xcel Fitness Spa, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Xcel Fitness Spa, Inc. Retirement Plan, Total assets ($B): 0.000473086 · Participants: 2Xcel Fitness Spa, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Xcel Fitness Spa, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Xcel Fitness Spa, Inc. Retirement Plan side-by-side with 3 peers →

Xcel Fitness Spa, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Katl Enterprises, Inc. Retirement Plan in GA ($473K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($473K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Xcel Fitness Spa, Inc. Retirement Plan assets move in 2023? ▼
Xcel Fitness Spa, Inc. Retirement Plan grew sharply - up 18.8% during 2023, from $398K to $473K. Reported net income was $75K.
How have Xcel Fitness Spa, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xcel Fitness Spa, Inc's sponsor-wide assets grew 72.6%, from $398K to $687K.
Where does Xcel Fitness Spa, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Xcel Fitness Spa, Inc. Retirement Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Xcel Fitness Spa, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Katl Enterprises, Inc. Retirement Plan in GA ($473K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Xcel Fitness Spa, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455633687.

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.