Profit Sharing · DOL Form 5500 · 2023

Education Excelsus, Inc. Profit Sharing Plan

Data updated 2026-08-25

$50K
Total assets Small plan by assets
2
Participants Small participant base
4th
Percentile by assets National rank
$24,907
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Education Excelsus, Inc. Retirement Plan · Sponsored by Education Excelsus, Inc. · Maryland · Educational Services

$50K in assets, 2 participants

Education Excelsus, Inc.'s Education Excelsus, Inc. Retirement Plan reported $50K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #122 in Educational Services (3,735 peers)

2023 asset change

Education Excelsus, Inc. Retirement Plan declined sharply 22.1% in 2023 ($64K → $50K) for 2 participants.

#122
in Educational Services (3,735 peers)
-22.1%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Education Excelsus, Inc. Retirement Plan among the smaller filed plans by assets

Education Excelsus, Inc. Retirement Plan vs every filed plan by assets

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

$49,814 4th percentile higher than 4% 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

Education Excelsus, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Education Excelsus, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Education Excelsus, Inc. Retirement Plan reported net income fell from $16K in the plan year 2022 filing to -$14K in the plan year 2023 filing.
  • Education Excelsus, Inc. Retirement Plan end-of-year assets fell from $64K in the plan year 2022 filing to $50K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 823624883 · Education Excelsus, Inc. PY 2023 · Profit Sharing

Education Excelsus, Inc. Retirement Plan · $50K · 2 · 4th

  • PCT $50K
  • EIN 2
  • RANK 4th
  • PHOTO Profit Sharing
  • IND near Matilde Davila-Sanchez Retirement Plan
  • EOY ind #122

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 Educational Services retirement plans → · Plans in Maryland →

Education Excelsus, Inc. Retirement Plan in the asset neighbourhood

Education Excelsus, Inc. Retirement PlanEducation Excelsus, Inc. Ret…$50KMatilde Davila-Sanchez Retirement PlanMatilde Davila-Sanchez Retir…$50KKeithco Holdings, Inc. Retirement PlanKeithco Holdings, Inc. Retir…$50KBeacon Point Health Solutions, Inc. Retirement PlanBeacon Point Health Solution…$50KHokm, Inc. Retirement Plan$50K
End-of-year total assets ($M) among Education Excelsus, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Education Excelsus, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Education Excelsus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M 202220232024 $0.06M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $64K
2023 1 2 $50K
2024 1 2 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$64K
Net Assets (End of Year)$50K
Net Income-$14K
Employer EIN823624883
Plan Effective Date2017-12-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Education Excelsus, Inc. Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Education Excelsus, Inc. Retirement Plan, Total assets ($B): 0.000049814 · Participants: 2Education Excelsus, Inc. Retirement PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
Education Excelsus, Inc. Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Education Excelsus, Inc. Retirement Plan side-by-side with 3 peers →

Education Excelsus, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Matilde Davila-Sanchez Retirement Plan in PR ($50K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Education Excelsus, Inc. Retirement Plan assets move in 2023? ▼
Education Excelsus, Inc. Retirement Plan declined sharply - down 22.1% during 2023, from $64K to $50K. Reported net income was -$14K.
Where does Education Excelsus, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Education Excelsus, Inc. Retirement Plan ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Education Excelsus, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Matilde Davila-Sanchez Retirement Plan in PR ($50K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Education Excelsus, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 823624883.

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.