401(k) · DOL Form 5500 · 2023

Excipio Consulting LLC 401(k) Plan

Data updated 2026-08-25

$717K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$358,459
Avg per participant High balance/head
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Official DOL plan name: Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Excipio Consulting LLC · Oklahoma · Professional & Technical Services

$717K in assets, 2 participants

Excipio Consulting LLC's Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust reported $717K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,238 in Professional & Technical Services (20,321 peers)

Excipio Consulting LLC multi-year trail

Excipio Consulting LLC's plans moved +23.2% in assets from 2023 to 2024; this filing shows Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust at $717K / 2 participants.

#3,238
in Professional & Technical Services (20,321 peers)
-4.6%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$716,917 21st percentile higher than 21% 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

Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 731608589 · Excipio Consulting LLC PY 2023 · 401(k)

Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust · $717K · 2 · 21st

  • 5500 $717K
  • 5500 2
  • 5500 21st
  • 5500 401(k)
  • 5500 near S. Keyser Company 401(k) Plan
  • 5500 ind #3238

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Excipio Consulting LLC 401(k) Profit Sharing Plan & TrustExcipio Consulting LLC 401(k…$717KS. Keyser Company 401(k) Plan$717KLinear Sales Corporation 401(k) Profit Sharing Plan & TrustLinear Sales Corporation 401…$717KOpen Systems Healthcare, Inc. 401(k) PlanOpen Systems Healthcare, Inc…$717KClifford Custom Designs, Inc. 401(k) PlanClifford Custom Designs, Inc…$717K
End-of-year total assets ($M) among Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Excipio Consulting LLC multi-year asset trail

Sponsor-wide plan assets over time

All Excipio Consulting LLC plans reported in each filing year

Latest sponsor-wide plan assets
$883K 23.19640906827429% vs 2023
2024 filing year
$0.7M$0.75M$0.8M$0.85M$0.9M 20232024 $0.72M $0.88M ▲ +22.2%
Year Plans Participants Total Assets
2023 1 2 $717K
2024 1 2 $883K

Excipio Consulting LLC filing trail (2023)

Total Assets (Beginning of Year)$751K
Net Assets (End of Year)$717K
Net Income-$34K
Employer EIN731608589
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000716917 · Participants: 2Excipio Consulting LLC 401(k) Profit Sharing Plan & TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is S. Keyser Company 401(k) Plan in CA ($717K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

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 Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust edged down modestly - down 4.6% during 2023, from $751K to $717K. Reported net income was -$34K.
How have Excipio Consulting LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Excipio Consulting LLC's sponsor-wide assets grew 23.2%, from $717K to $883K.
Where does Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust ranks in the 21st 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 401(k) plans are similar in size to Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is S. Keyser Company 401(k) Plan in CA ($717K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 731608589.

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.