401(k) · DOL Form 5500 · 2023

Excelsior Defense, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
379
Participants Below avg headcount
29th
Percentile by assets National rank
$4,758
Avg per participant Low balance/head
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Official DOL plan name: Excelsior Defense Inc Retirement Plan · Sponsored by Excelsior Defense, Inc. · Florida · Administrative & Support Services

$2M in assets, 379 participants

Excelsior Defense, Inc.'s Excelsior Defense Inc Retirement Plan reported $2M in total assets and 379 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,320 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Excelsior Defense Inc Retirement Plan ranks #2,320 of 4,372 2023 filers by assets (1600% of the sector average)-$2M for 379 participants.

#2,320
in Administrative & Support Services (4,372 peers)
+32.0%
assets growth YoY

Excelsior Defense Inc Retirement Plan among the smaller filed plans by assets

Excelsior Defense Inc Retirement Plan vs every filed plan by assets

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

$1,803,372 29th percentile higher than 29% 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 Defense Inc Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excelsior Defense Inc Retirement Plan sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excelsior Defense Inc Retirement Plan reported net income rose from -$481K in the plan year 2022 filing to $438K in the plan year 2023 filing.
  • Excelsior Defense Inc Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Excelsior Defense Inc Retirement Plan reported participants fell from 428 in the plan year 2022 filing to 379 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 593541210 · Excelsior Defense, Inc. PY 2023 · 401(k)

Excelsior Defense Inc Retirement Plan · $2M · 379 · 29th

  • SCH $2M
  • EBSA 379
  • PART 29th
  • TYPE 401(k)
  • NET near Morgan Planning Group, LLC 401(k) Plan
  • BOOK ind #2320

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 Administrative & Support Services retirement plans → · Plans in Florida →

Excelsior Defense Inc Retirement Plan in the asset neighbourhood

Excelsior Defense Inc Retirement PlanExcelsior Defense Inc Retire…$2MMorgan Planning Group, LLC 401(k) PlanMorgan Planning Group, LLC 4…$2MChicago International Charter School 401(k) PlanChicago International Charte…$2MTri-Power Consulting Services, LLC 401(k) PlanTri-Power Consulting Service…$2MSchechter, Shaffer & Harris LLP 401(k) PlanSchechter, Shaffer & Harris …$2M
End-of-year total assets ($M) among Excelsior Defense Inc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$438K
Employer EIN593541210
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Defense, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 21.324815580897294% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.37M $1.66M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 428 $1M
2023 1 379 $2M
2024 1 306 $2M

Nearby 401(k) Plans in Florida

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

Excelsior Defense Inc Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Excelsior Defense Inc Retirement Plan, Total assets ($B): 0.001803372 · Participants: 379Excelsior Defense Inc Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Excelsior Defense Inc Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Excelsior Defense Inc Retirement Plan side-by-side with 3 peers →

Excelsior Defense Inc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Morgan Planning Group, LLC 401(k) Plan in MN ($2M); by covered participants it is Cypress Creek 401(k) Plan in CA (379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 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 Defense Inc Retirement Plan assets move in 2023? ▼
Excelsior Defense Inc Retirement Plan surged - up 32.0% during 2023, from $1M to $2M. Reported net income was $438K.
How have Excelsior Defense, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Defense, Inc.'s sponsor-wide assets grew 21.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Excelsior Defense Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morgan Planning Group, LLC 401(k) Plan in MN ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Excelsior Defense Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cypress Creek 401(k) Plan in CA (379 participants, $43M 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 593541210.

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.