401(k) · DOL Form 5500 · 2022

Excelligence Learning Corporation 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
927
Participants Near avg headcount
81st
Percentile by assets National rank
$28,858
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excelligence Learning Corporation 401(k) Plan · Sponsored by Excelligence Learning Corporation · California · Retail Trade

$27M in assets, 927 participants

Excelligence Learning Corporation's Excelligence Learning Corporation 401(k) Plan reported $27M in total assets and 927 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #8,516 in Retail Trade (9,519 peers)

Where Excelligence Learning Corporation 401(k) Plan sits by assets

Excelligence Learning Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 927 participants (~$28,858/participant), down 16.9% in 2022.

#8,516
in Retail Trade (9,519 peers)
-16.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excelligence Learning Corporation 401(k) Plan's outsized position by total assets

Excelligence Learning Corporation 401(k) Plan vs every filed plan by assets

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

$26,751,081 Top 19% higher than 81% 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

Excelligence Learning Corporation 401(k) 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. Excelligence Learning Corporation 401(k) Plan sits mid-pack in the medium band (927 participants).

Plan-year Form 5500 strip

Filing strip 770559897 · Excelligence Learning Corporation PY 2022 · 401(k)

Excelligence Learning Corporation 401(k) Plan · $27M · 927 · 81st

  • 5500 $27M
  • 5500 927
  • 5500 81st
  • 5500 401(k)
  • 5500 near The Spiratex Company Retirement Plan
  • 5500 ind #8516

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 Retail Trade retirement plans → · Plans in California →

Excelligence Learning Corporation 401(k) Plan in the asset neighbourhood

Excelligence Learning Corporation 401(k) PlanExcelligence Learning Corpor…$27MThe Spiratex Company Retirement PlanThe Spiratex Company Retirem…$27MStrategic Staffing Solutions, Inc. 401(k) Retirement PlanStrategic Staffing Solutions…$27MFirst American Bank 401(k) PlanFirst American Bank 401(k) P…$27MApex Clean Energy, Inc. 401(k) PlanApex Clean Energy, Inc. 401(…$27M
End-of-year total assets ($M) among Excelligence Learning Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN770559897
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelligence Learning Corporation)

Sponsor-wide plan assets over time

All Excelligence Learning Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$40M 51.12914128591663% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $26.8M $40.4M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 927 $27M
2023 1 896 $34M
2024 1 826 $40M

Nearby 401(k) Plans in California

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

Excelligence Learning Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Excelligence Learning Corporation 401(k) Plan, Total assets ($B): 0.026751081 · Participants: 927Excelligence Learning Corporation 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Excelligence Learning Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Excelligence Learning Corporation 401(k) Plan side-by-side with 3 peers →

Excelligence Learning Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Spiratex Company Retirement Plan in MI ($27M); by covered participants it is Lexitas 401(k) Plan in TX (927 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (927 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 Excelligence Learning Corporation 401(k) Plan assets move in 2022? ▼
Excelligence Learning Corporation 401(k) Plan declined sharply - down 16.9% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Excelligence Learning Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelligence Learning Corporation's sponsor-wide assets grew 51.1%, from $27M to $40M.
Where does Excelligence Learning Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Excelligence Learning Corporation 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Excelligence Learning Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Spiratex Company Retirement Plan in MI ($27M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Excelligence Learning Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lexitas 401(k) Plan in TX (927 participants, $11M 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 770559897.

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.