401(k) · DOL Form 5500 · 2023

Advisors Excel, LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
872
Participants Near avg headcount
87th
Percentile by assets National rank
$69,055
Avg per participant Below avg balance/head
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Official DOL plan name: Advisors Excel, LLC 401(k) P/S Plan · Sponsored by Advisors Excel, LLC · Kansas · Finance & Insurance

$60M in assets, 872 participants

Advisors Excel, LLC's Advisors Excel, LLC 401(k) P/S Plan reported $60M in total assets and 872 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,148 in Finance & Insurance (8,869 peers)

Coverage in Kansas

Advisors Excel, LLC 401(k) P/S Plan covers 872 participants in Kansas, 2.4x the typical Kansas plan (state average ~360 per filing). Assets: $60M.

#7,148
in Finance & Insurance (8,869 peers)
+31.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Advisors Excel, LLC 401(k) P/S Plan's outsized position by total assets

Advisors Excel, LLC 401(k) P/S Plan vs every filed plan by assets

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

$60,215,973 Top 13% higher than 87% 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

Advisors Excel, LLC 401(k) P/S 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. Advisors Excel, LLC 401(k) P/S Plan sits mid-pack in the medium band (872 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advisors Excel, LLC 401(k) P/S Plan reported net income rose from -$4M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Advisors Excel, LLC 401(k) P/S Plan end-of-year assets rose from $46M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Advisors Excel, LLC 401(k) P/S Plan reported participants rose from 803 in the plan year 2022 filing to 872 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202111111 · Advisors Excel, LLC PY 2023 · 401(k)

Advisors Excel, LLC 401(k) P/S Plan · $60M · 872 · 87th

  • RANK $60M
  • RANK 872
  • RANK 87th
  • RANK 401(k)
  • RANK near York Capital Management 401(k) Plan
  • RANK ind #7148

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 Finance & Insurance retirement plans → · Plans in Kansas →

Advisors Excel, LLC 401(k) P/S Plan in the asset neighbourhood

Advisors Excel, LLC 401(k) P/S PlanAdvisors Excel, LLC 401(k) P…$60MYork Capital Management 401(k) PlanYork Capital Management 401(…$60MThe Community Preservation Corporation Employees' Retirement Savings PlanThe Community Preservation C…$60MWheaton Eye Clinic, Ltd. 401(k) Profit Sharing PlanWheaton Eye Clinic, Ltd. 401…$60MEmpire Today, LLC 401(k) Profit Sharing PlanEmpire Today, LLC 401(k) Pro…$60M
End-of-year total assets ($M) among Advisors Excel, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$60M
Net Income$15M
Employer EIN202111111
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisors Excel, LLC)

Sponsor-wide plan assets over time

All Advisors Excel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 61.718281914743% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.7M $73.9M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 803 $46M
2023 1 872 $60M
2024 1 931 $74M

Nearby 401(k) Plans in Kansas

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

Advisors Excel, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Advisors Excel, LLC 401(k) P/S Plan, Total assets ($B): 0.060215973 · Participants: 872Advisors Excel, LLC 401(k) P/S PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Advisors Excel, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Advisors Excel, LLC 401(k) P/S Plan side-by-side with 3 peers →

Advisors Excel, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is York Capital Management 401(k) Plan in NY ($60M); by covered participants it is Quincy Medical Group Retirement Trust in IL (872 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (872 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 Advisors Excel, LLC 401(k) P/S Plan assets move in 2023? ▼
Advisors Excel, LLC 401(k) P/S Plan surged - up 31.9% during 2023, from $46M to $60M. Reported net income was $15M.
How have Advisors Excel, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisors Excel, LLC's sponsor-wide assets grew 61.7%, from $46M to $74M.
Where does Advisors Excel, LLC 401(k) P/S Plan rank by assets among Form 5500 filers? ▼
Advisors Excel, LLC 401(k) P/S Plan ranks in the 87th 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 Advisors Excel, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is York Capital Management 401(k) Plan in NY ($60M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Advisors Excel, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quincy Medical Group Retirement Trust in IL (872 participants, N/A 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 202111111.

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.