401(k) · DOL Form 5500 · 2023

American Excelsior Company 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
457
Participants Below avg headcount
79th
Percentile by assets National rank
$65,038
Avg per participant Low balance/head
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Official DOL plan name: American Excelsior Company 401(k) Savings Plan · Sponsored by American Excelsior Company · Texas · Manufacturing

$30M in assets, 457 participants

American Excelsior Company's American Excelsior Company 401(k) Savings Plan reported $30M in total assets and 457 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,273 in Manufacturing (18,722 peers)

Where American Excelsior Company 401(k) Savings Plan sits by assets

American Excelsior Company 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $30M for 457 participants (~$65,038/participant), up 13.2% in 2023.

#13,273
in Manufacturing (18,722 peers)
+13.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

American Excelsior Company 401(k) Savings Plan's outsized position by total assets

American Excelsior Company 401(k) Savings Plan vs every filed plan by assets

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

$29,722,156 Top 21% higher than 79% 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

American Excelsior Company 401(k) 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. American Excelsior Company 401(k) Savings Plan sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Excelsior Company 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American Excelsior Company 401(k) Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • American Excelsior Company 401(k) Savings Plan reported participants rose from 440 in the plan year 2022 filing to 457 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751492124 · American Excelsior Company PY 2023 · 401(k)

American Excelsior Company 401(k) Savings Plan · $30M · 457 · 79th

  • EOY $30M
  • EOY 457
  • EOY 79th
  • EOY 401(k)
  • EOY near Sandata, LLC 401(k) Salary Savings Plan
  • EOY ind #13273

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 Manufacturing retirement plans → · Plans in Texas →

American Excelsior Company 401(k) Savings Plan in the asset neighbourhood

American Excelsior Company 401(k) Savings PlanAmerican Excelsior Company 4…$30MSandata, LLC 401(k) Salary Savings PlanSandata, LLC 401(k) Salary S…$30MJordan Timberlands, Inc. 401(k)/Profit Sharing PlanJordan Timberlands, Inc. 401…$30MH.S. Inc. 401(k) and Profit Sharing PlanH.S. Inc. 401(k) and Profit …$30MCapsa Solutions, LLC 401(k) Savings PlanCapsa Solutions, LLC 401(k) …$30M
End-of-year total assets ($M) among American Excelsior Company 401(k) 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)$26M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN751492124
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Excelsior Company)

Sponsor-wide plan assets over time

All American Excelsior Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 16.977340841928374% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $26.3M $30.7M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 440 $26M
2023 1 457 $30M
2024 1 484 $31M

Nearby 401(k) Plans in Texas

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

American Excelsior Company 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants American Excelsior Company 401(k) Savings Plan, Total assets ($B): 0.029722156 · Participants: 457American Excelsior Company 401(k) Savings PlanAT&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
American Excelsior Company 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare American Excelsior Company 401(k) Savings Plan side-by-side with 3 peers →

American Excelsior Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sandata, LLC 401(k) Salary Savings Plan in NY ($30M); by covered participants it is Wb Holdings, Inc. 401(k) Plan in WI (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 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 American Excelsior Company 401(k) Savings Plan assets move in 2023? ▼
American Excelsior Company 401(k) Savings Plan grew at a solid clip - up 13.2% during 2023, from $26M to $30M. Reported net income was $3M.
How have American Excelsior Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Excelsior Company's sponsor-wide assets grew 17.0%, from $26M to $31M.
Where does American Excelsior Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
American Excelsior Company 401(k) Savings Plan ranks in the 79th 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 American Excelsior Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sandata, LLC 401(k) Salary Savings Plan in NY ($30M, 297 participants).
Which 401(k) plans cover a similar participant headcount to American Excelsior Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wb Holdings, Inc. 401(k) Plan in WI (457 participants, $32M 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 751492124.

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.