401(k) · DOL Form 5500 · 2023
Exel Inc. 401(k) Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 37,894
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $27,203
- Avg per participant Low balance/head
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.
- #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.
- #3,289
- in Transportation & Warehousing (3,362 peers)
- +25.0%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Supply Chain Retirement Savings Plan's outsized position by total assets
Supply Chain Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,030,812,635 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Supply Chain Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Supply Chain Retirement Savings Plan is a mega filing (37,894 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 042801160 · Exel Inc. PY 2023 · 401(k)
Supply Chain Retirement Savings Plan · $1.0B · 37,894 · 99th
- PART $1.0B
- TYPE 37,894
- NET 99th
- BOOK 401(k)
- VS-ST near Expeditors International of Washington, Inc. 401(k) Plan
- BOY ind #3289
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 Transportation & Warehousing retirement plans → · Plans in Ohio →
Supply Chain Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $825M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $206M |
| Employer EIN | 042801160 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exel Inc.)
Sponsor-wide plan assets over time
All Exel Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 46.44641443459776% vs 2022
- 2024 filing year
| 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.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
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:
- Supply Chain Retirement Savings Plan (401(k), $1.2B, 36,474 participants)
Supply Chain Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Expeditors International of Washington, Inc. 401(k) Plan in WA ($1.0B); by covered participants it is Abbott Laboratories Stock Retirement Plan in IL (38,012 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Expeditors International of Washington, Inc. 401(k) Plan (WA) $1.0B · 6,966
- Zebra 401(k) Plan (IL) $1.0B · 4,662
- Centracare Health System Retirement Plan (MN) $1.0B · 11,997
- Nomura Securities International, Inc. Retirement Investment Plan (NY) $1.0B · 1,923
Similar participant headcount
Nearest other-state filings by covered participants (37,894 participants); asset peers above are excluded.
- Abbott Laboratories Stock Retirement Plan (IL) 38,012 · 118 off
- The Giant Company 401(k) Plan (PA) 38,019 · 125 off
- Kindercare Education Savings and Investment Plan (OR) 38,045 · 151 off
- Allegis Group, Inc Retirement Savings Plan Three (MD) 38,071 · 177 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.