401(k) · DOL Form 5500 · 2023

Excel Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
310
Participants Below avg headcount
88th
Percentile by assets National rank
$213,402
Avg per participant Above avg balance/head
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Official DOL plan name: Excel Engineering, Inc. 401(k) Retirement Savings Plan · Sponsored by Excel Engineering, Inc. · Wisconsin · Professional & Technical Services

$66M in assets, 310 participants

Excel Engineering, Inc.'s Excel Engineering, Inc. 401(k) Retirement Savings Plan reported $66M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,169 in Professional & Technical Services (20,321 peers)

Where Excel Engineering, Inc. 401(k) Retirement Savings Plan sits by assets

Excel Engineering, Inc. 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $66M for 310 participants (~$213,402/participant), up 31.0% in 2023.

#18,169
in Professional & Technical Services (20,321 peers)
+31.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Excel Engineering, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Excel Engineering, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$66,154,701 Top 12% higher than 88% 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

Excel Engineering, Inc. 401(k) Retirement Savings 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. Excel Engineering, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excel Engineering, Inc. 401(k) Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Excel Engineering, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $51M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Excel Engineering, Inc. 401(k) Retirement Savings Plan reported participants rose from 274 in the plan year 2022 filing to 310 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391689347 · Excel Engineering, Inc. PY 2023 · 401(k)

Excel Engineering, Inc. 401(k) Retirement Savings Plan · $66M · 310 · 88th

  • EBSA $66M
  • EBSA 310
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Elevations Credit Union Capital Accumulation Plan
  • EBSA ind #18169

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Excel Engineering, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Elevations Credit Union Capital Accumulation PlanElevations Credit Union Capi…$66MExcel Engineering, Inc. 401(k) Retirement Savings PlanExcel Engineering, Inc. 401(…$66MAgc Biologics, Inc. 401(k) PlanAgc Biologics, Inc. 401(k) P…$66MQuinstreet, Inc. 401(k) Retirement PlanQuinstreet, Inc. 401(k) Reti…$66MQuantum Imaging & Therapeutic Associates, Inc. Profit Sharing & 401(k) PlanQuantum Imaging & Therapeuti…$66M
End-of-year total assets ($M) among Excel Engineering, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$66M
Net Income$16M
Employer EIN391689347
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Engineering, Inc.)

Sponsor-wide plan assets over time

All Excel Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 59.33478827989025% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $50.5M $80.5M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 274 $51M
2023 1 310 $66M
2024 1 328 $80M

Nearby 401(k) Plans in Wisconsin

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

Excel Engineering, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Excel Engineering, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.066154701 · Participants: 310Excel Engineering, Inc. 401(k) Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Excel Engineering, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Excel Engineering, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Excel Engineering, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Elevations Credit Union Capital Accumulation Plan in CO ($66M); by covered participants it is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Excel Engineering, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Excel Engineering, Inc. 401(k) Retirement Savings Plan surged - up 31.0% during 2023, from $51M to $66M. Reported net income was $16M.
How have Excel Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Engineering, Inc.'s sponsor-wide assets grew 59.3%, from $51M to $80M.
Where does Excel Engineering, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Excel Engineering, Inc. 401(k) Retirement Savings Plan ranks in the 88th 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 Excel Engineering, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elevations Credit Union Capital Accumulation Plan in CO ($66M, 654 participants).
Which 401(k) plans cover a similar participant headcount to Excel Engineering, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants, $67M 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 391689347.

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.