Profit Sharing · DOL Form 5500 · 2022

Med Excel USA, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
339
Participants Below avg headcount
64th
Percentile by assets National rank
$28,787
Avg per participant Low balance/head
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Official DOL plan name: Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Med Excel USA, Inc. · New York · Healthcare & Social Assistance

$10M in assets, 339 participants

Med Excel USA, Inc.'s Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 339 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #14,008 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust covers 339 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $10M.

#14,008
in Healthcare & Social Assistance (20,060 peers)
-15.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,758,707 Top 36% higher than 64% 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

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust 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. Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (339 participants).

Plan-year Form 5500 strip

Filing strip 061324681 · Med Excel USA, Inc. PY 2022 · Profit Sharing

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust · $10M · 339 · 64th

  • TYPE $10M
  • TYPE 339
  • TYPE 64th
  • TYPE Profit Sharing
  • TYPE near Casa Colina, Inc. Retirement Plan
  • TYPE ind #14008

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 New York →

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Brown & Brown Law Offices, P.C. Profit Sharing PlanBrown & Brown Law Offices, P…$10MInternational Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity FundInternational Association of…$10MMed Excel USA, Inc. 401(k) Profit Sharing Plan and TrustMed Excel USA, Inc. 401(k) P…$10MCasa Colina, Inc. Retirement PlanCasa Colina, Inc. Retirement…$10MCooper Carry Inc Profit Sharing Plan & TrustCooper Carry Inc Profit Shar…$10M
End-of-year total assets ($M) among Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN061324681
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Med Excel USA, Inc.)

Sponsor-wide plan assets over time

All Med Excel USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 7.770414666615157% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.76M $10.5M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 339 $10M
2023 1 405 $11M
2024 1 344 $11M

Nearby Profit Sharing Plans in New York

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

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.009758707 · Participants: 339Med Excel USA, Inc. 401(k) Profit Sharing Plan and TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Casa Colina, Inc. Retirement Plan in CA ($10M); by covered participants it is Golden Arch Development LLC Savings and Profit Sharing Plan in PR (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 15.0% during 2022, from $11M to $10M. Reported net income was -$2M.
How have Med Excel USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Med Excel USA, Inc.'s sponsor-wide assets grew 7.8%, from $10M to $11M.
Which Profit Sharing plans are similar in size to Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Casa Colina, Inc. Retirement Plan in CA ($10M, 725 participants).
Which Profit Sharing plans cover a similar participant headcount to Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Golden Arch Development LLC Savings and Profit Sharing Plan in PR (339 participants, $7M 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 061324681.

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.