401(k) · DOL Form 5500 · 2023

Exel Inc. 401(k) Plan

Data updated 2026-08-11

$1.0B
Total assets
37,894
Participants
99th
Percentile by assets
$27,203
Avg per participant
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Official DOL plan name: Supply Chain Retirement Savings Plan · Sponsored by Exel Inc. · Ohio · Transportation & Warehousing

$1.0B in assets, 37,894 participants

Exel Inc.'s Supply Chain Retirement Savings Plan reported $1.0B in total assets and 37,894 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #3,289 in Transportation & Warehousing (3,362 peers)

Coverage in Ohio

Supply Chain Retirement Savings Plan covers 37,894 participants in Ohio, 50x the typical Ohio plan (state average ~765 per filing). Assets: $1.0B.

$1.0B
total plan assets (2023 EOY)
37,894
covered participants
99th
percentile by assets (of 127,072 plans)
$27,203
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Supply Chain Retirement Savings Plan reported net income rose from -$171M in the plan year 2022 filing to $206M in the plan year 2023 filing.
  • Supply Chain Retirement Savings Plan end-of-year assets rose from $825M in the plan year 2022 filing to $1.0B in the plan year 2023 filing.
  • Supply Chain Retirement Savings Plan reported participants rose from 33,797 in the plan year 2022 filing to 37,894 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Supply Chain Retirement Savings Plan reports 37,894 participants - 50x that state average ($1.0B EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$825M
Net Assets (End of Year)$1.0B
Net Income$206M
Employer EIN042801160
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exel Inc.)

$0.8B$1B$1.2B$1.4B 202220232024 $0.85B $1.24B ▲ +45.9%
Total plan assets by year, all Exel Inc. plans on file
Year Plans Participants Total Assets
2022 2 34,293 $848M
2023 2 38,351 $1.1B
2024 2 36,953 $1.2B

Nearby 401(k) Plans in Ohio

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

Supply Chain Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Supply Chain Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 0510152025 Total assets ($B) Participants Supply Chain Retirem…GE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
Supply Chain Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Scale composition for Supply Chain Retirement Savings Plan

Supply Chain Retirement Savings Plan reports $1.0B in end-of-year assets across 37,894 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.040% of 93,925,755 covered participants) - about $27,203 per participant (20% of the national average assets-per-participant) . Net income for plan year 2023 was $206M.

This plan identity (EIN 042801160, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $825M to $1.2B (+47.3%) while covered participants moved from 33,797 to 36,474 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 33,797 $825M Open filing
2023 37,894 $1.0B This page
2024 · index core 36,474 $1.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Supply Chain Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Supply Chain Retirement Savings Plan assets move in 2023?
Supply Chain Retirement Savings Plan grew sharply - up 25.0% during 2023, from $825M to $1.0B. Reported net income was $206M.
How have Exel Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Exel Inc.'s sponsor-wide assets grew 46.4%, from $848M to $1.2B.
Where does Supply Chain Retirement Savings Plan rank by assets among Form 5500 filers?
Supply Chain Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Supply Chain Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Expeditors International of Washington, Inc. 401(k) Plan in WA ($1.0B, 6,966 participants).

Next read for Supply Chain Retirement Savings Plan

Filing takeaways

Ways to act on Supply Chain Retirement Savings Plan's numbers.