Profit Sharing · DOL Form 5500 · 2023

Excelsior Earthworks, Inc. Profit Sharing Plan

Data updated 2026-08-25

$25K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$12,717
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excelsior Earthworks, Inc. Retirement Plan · Sponsored by Excelsior Earthworks, Inc. · Pennsylvania · Other Services

$25K in assets, 2 participants

Excelsior Earthworks, Inc.'s Excelsior Earthworks, Inc. Retirement Plan reported $25K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #369 in Other Services (7,857 peers)

2023 asset change

Excelsior Earthworks, Inc. Retirement Plan contracted severely 79.8% in 2023 ($126K → $25K) for 2 participants.

#369
in Other Services (7,857 peers)
-79.8%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excelsior Earthworks, Inc. Retirement Plan among the smaller filed plans by assets

Excelsior Earthworks, Inc. Retirement Plan vs every filed plan by assets

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

$25,434 2nd percentile higher than 2% 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

Excelsior Earthworks, 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. Excelsior Earthworks, 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

  • Excelsior Earthworks, Inc. Retirement Plan reported net income fell from -$25K in the plan year 2022 filing to -$101K in the plan year 2023 filing.
  • Excelsior Earthworks, Inc. Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Excelsior Earthworks, Inc. Retirement Plan end-of-year assets fell from $126K in the plan year 2022 filing to $25K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 870995975 · Excelsior Earthworks, Inc. PY 2023 · Profit Sharing

Excelsior Earthworks, Inc. Retirement Plan · $25K · 2 · 2nd

  • TYPE $25K
  • NET 2
  • BOOK 2nd
  • VS-ST Profit Sharing
  • BOY near Belief System Institute Inc. Profit Sharing Plan
  • SCH ind #369

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 Other Services retirement plans → · Plans in Pennsylvania →

Excelsior Earthworks, Inc. Retirement Plan in the asset neighbourhood

Excelsior Earthworks, Inc. Retirement PlanExcelsior Earthworks, Inc. R…$25KBelief System Institute Inc. Profit Sharing PlanBelief System Institute Inc.…$25KVirginia Business Coaching Inc. Retirement PlanVirginia Business Coaching I…$25KGumball Corporation Retirement PlanGumball Corporation Retireme…$25KM. Gonzalez Ramos Retirment PlanM. Gonzalez Ramos Retirment …$25K
End-of-year total assets ($M) among Excelsior Earthworks, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Excelsior Earthworks, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Excelsior Earthworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.13M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $126K
2023 1 2 $25K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$126K
Net Assets (End of Year)$25K
Net Income-$101K
Employer EIN870995975
Plan Effective Date2021-06-03
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Excelsior Earthworks, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Excelsior Earthworks, Inc. Retirement Plan, Total assets ($B): 0.000025434 · Participants: 2Excelsior Earthworks, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Excelsior Earthworks, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Excelsior Earthworks, Inc. Retirement Plan side-by-side with 3 peers →

Excelsior Earthworks, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Belief System Institute Inc. Profit Sharing Plan in GA ($25K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 Excelsior Earthworks, Inc. Retirement Plan assets move in 2023? ▼
Excelsior Earthworks, Inc. Retirement Plan contracted severely - down 79.8% during 2023, from $126K to $25K. Reported net income was -$101K.
Where does Excelsior Earthworks, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Excelsior Earthworks, Inc. Retirement Plan ranks in the 2nd 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 Excelsior Earthworks, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Belief System Institute Inc. Profit Sharing Plan in GA ($25K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Excelsior Earthworks, 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 870995975.

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.