401(k) · DOL Form 5500 · 2023

Excelin Home Health, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
788
Participants Near avg headcount
53rd
Percentile by assets National rank
$9,688
Avg per participant Low balance/head
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Official DOL plan name: Excelin Home Health, LLC 401(k) Plan & Trust · Sponsored by Excelin Home Health, LLC · Texas · Healthcare & Social Assistance

$8M in assets, 788 participants

Excelin Home Health, LLC's Excelin Home Health, LLC 401(k) Plan & Trust reported $8M in total assets and 788 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,300 in Healthcare & Social Assistance (17,684 peers)

Excelin Home Health, LLC multi-year trail

Excelin Home Health, LLC's plans moved +86.5% in assets from 2022 to 2024; this filing shows Excelin Home Health, LLC 401(k) Plan & Trust at $8M / 788 participants.

#10,300
in Healthcare & Social Assistance (17,684 peers)
+35.9%
assets growth YoY

Excelin Home Health, LLC 401(k) Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Excelin Home Health, LLC 401(k) Plan & Trust vs every filed plan by assets

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

$7,633,967 Top 47% higher than 53% 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

Excelin Home Health, LLC 401(k) Plan & Trust 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. Excelin Home Health, LLC 401(k) Plan & Trust sits mid-pack in the medium band (788 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excelin Home Health, LLC 401(k) Plan & Trust reported net income rose from $22K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Excelin Home Health, LLC 401(k) Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Excelin Home Health, LLC 401(k) Plan & Trust reported participants rose from 600 in the plan year 2022 filing to 788 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822584489 · Excelin Home Health, LLC PY 2023 · 401(k)

Excelin Home Health, LLC 401(k) Plan & Trust · $8M · 788 · 53rd

  • EIN $8M
  • EIN 788
  • EIN 53rd
  • EIN 401(k)
  • EIN near Incobrasa Industries, Ltd. 401(k) Plan
  • EIN ind #10300

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Excelin Home Health, LLC 401(k) Plan & Trust in the asset neighbourhood

Excelin Home Health, LLC 401(k) Plan & TrustExcelin Home Health, LLC 401…$8MIncobrasa Industries, Ltd. 401(k) PlanIncobrasa Industries, Ltd. 4…$8MVance Family Medicine, P.a. 401(k) Profit Sharing PlanVance Family Medicine, P.a. …$8MGardner 401(k) Plan for SEIU Represented EmployeesGardner 401(k) Plan for SEIU…$8MBailey's Moving & Storage 401(k) and Profit Sharing PlanBailey's Moving & Storage 40…$8M
End-of-year total assets ($M) among Excelin Home Health, LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Excelin Home Health, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Excelin Home Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 86.54047589679405% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.62M $10.5M ▲ +86.5%
Year Plans Participants Total Assets
2022 1 600 $6M
2023 1 788 $8M
2024 1 713 $10M

Excelin Home Health, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN822584489
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Excelin Home Health, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Excelin Home Health, LLC 401(k) Plan & Trust, Total assets ($B): 0.007633967 · Participants: 788Excelin Home Health, LLC 401(k) Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Excelin Home Health, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Excelin Home Health, LLC 401(k) Plan & Trust side-by-side with 3 peers →

Excelin Home Health, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Incobrasa Industries, Ltd. 401(k) Plan in IL ($8M); by covered participants it is Mngi Digestive Health, P.a. Retirement Plan in MN (788 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (788 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 Excelin Home Health, LLC 401(k) Plan & Trust assets move in 2023? ▼
Excelin Home Health, LLC 401(k) Plan & Trust surged - up 35.9% during 2023, from $6M to $8M. Reported net income was $2M.
How have Excelin Home Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelin Home Health, LLC's sponsor-wide assets grew 86.5%, from $6M to $10M.
Which 401(k) plans are similar in size to Excelin Home Health, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Incobrasa Industries, Ltd. 401(k) Plan in IL ($8M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Excelin Home Health, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mngi Digestive Health, P.a. Retirement Plan in MN (788 participants, $221M 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 822584489.

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.