401(k) · DOL Form 5500 · 2023

Excell Marketing, L.C. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
364
Participants Below avg headcount
78th
Percentile by assets National rank
$76,874
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excell Marketing, L.C. Profit Sharing Plan · Sponsored by Excell Marketing, L.C. · Iowa · Wholesale Trade

$28M in assets, 364 participants

Excell Marketing, L.C.'s Excell Marketing, L.C. Profit Sharing Plan reported $28M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,880 in Wholesale Trade (6,309 peers)

Where Excell Marketing, L.C. Profit Sharing Plan sits by assets

Excell Marketing, L.C. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 364 participants (~$76,874/participant), up 16.9% in 2023.

#4,880
in Wholesale Trade (6,309 peers)
+16.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Excell Marketing, L.C. Profit Sharing Plan's outsized position by total assets

Excell Marketing, L.C. Profit Sharing Plan vs every filed plan by assets

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

$27,982,009 Top 22% higher than 78% 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

Excell Marketing, L.C. Profit Sharing 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. Excell Marketing, L.C. Profit Sharing Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excell Marketing, L.C. Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Excell Marketing, L.C. Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Excell Marketing, L.C. Profit Sharing Plan reported participants rose from 312 in the plan year 2022 filing to 364 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421444611 · Excell Marketing, L.C. PY 2023 · 401(k)

Excell Marketing, L.C. Profit Sharing Plan · $28M · 364 · 78th

  • PCT $28M
  • PCT 364
  • PCT 78th
  • PCT 401(k)
  • PCT near Rosewood Hotels and Resorts 401(k) Plan II
  • PCT ind #4880

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 Wholesale Trade retirement plans → · Plans in Iowa →

Excell Marketing, L.C. Profit Sharing Plan in the asset neighbourhood

Perma-Fix Environmental Services, Inc. 401(k) PlanPerma-Fix Environmental Serv…$28MExcell Marketing, L.C. Profit Sharing PlanExcell Marketing, L.C. Profi…$28MRosewood Hotels and Resorts 401(k) Plan IIRosewood Hotels and Resorts …$28MSpoton Transact 401(k) Plan$28MAcv Auctions Inc 401 K Profit Sharing PlanAcv Auctions Inc 401 K Profi…$28M
End-of-year total assets ($M) among Excell Marketing, L.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN421444611
Plan Effective Date1975-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excell Marketing, L.C.)

Sponsor-wide plan assets over time

All Excell Marketing, L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 23.62975100878489% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.9M $29.6M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 312 $24M
2023 1 364 $28M
2024 1 438 $30M

Nearby 401(k) Plans in Iowa

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

Excell Marketing, L.C. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Excell Marketing, L.C. Profit Sharing Plan, Total assets ($B): 0.027982009 · Participants: 364Excell Marketing, L.C. Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Excell Marketing, L.C. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Excell Marketing, L.C. Profit Sharing Plan side-by-side with 3 peers →

Excell Marketing, L.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Rosewood Hotels and Resorts 401(k) Plan II in CA ($28M); by covered participants it is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Excell Marketing, L.C. Profit Sharing Plan assets move in 2023? ▼
Excell Marketing, L.C. Profit Sharing Plan grew sharply - up 16.9% during 2023, from $24M to $28M. Reported net income was $4M.
How have Excell Marketing, L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excell Marketing, L.C.'s sponsor-wide assets grew 23.6%, from $24M to $30M.
Where does Excell Marketing, L.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Excell Marketing, L.C. Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Excell Marketing, L.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosewood Hotels and Resorts 401(k) Plan II in CA ($28M, 473 participants).
Which 401(k) plans cover a similar participant headcount to Excell Marketing, L.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marathon Sports LLC 401(k) Profit Sharing Plan & Trust in MA (364 participants, $2M 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 421444611.

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.