401(k) · DOL Form 5500 · 2023

Excel Services, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 171
Participants Small participant base: 41st
Percentile by assets National rank: $24,842
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Excel Services 401(k) Plan · Sponsored by Excel Services, Inc. · Kentucky · Construction

$4M in assets, 171 participants

Excel Services, Inc.'s Excel Services 401(k) Plan reported $4M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

#3,530 in Construction (9,030 peers)

Coverage in Kentucky

Excel Services 401(k) Plan covers 171 participants in Kentucky, about 26% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#3,530
in Construction (9,030 peers): +38.8%
assets growth YoY

Excel Services 401(k) Plan's mid-pack asset rank among Construction and all filers

Excel Services 401(k) Plan vs every filed plan by assets

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

$4,247,990 41st percentile higher than 41% 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

Excel Services 401(k) 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. Excel Services 401(k) Plan sits mid-pack in the medium band (171 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Excel Services 401(k) Plan reported net income rose from -$209K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Excel Services 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Excel Services 401(k) Plan reported participants rose from 145 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204339280 · Excel Services, Inc. PY 2023 · 401(k)

Excel Services 401(k) Plan · $4M · 171 · 41st

5500 $4M
ASSETS 171
PCT 41st
EIN 401(k)
RANK near Phoenix Senior Living 401(k) Plan
PHOTO ind #3530

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 Construction retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Excel Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	204339280
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Excel Services, Inc.)

Latest sponsor-wide plan assets: $5M 67.87714023251651% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	145	$3M
2023	1	171	$4M
2024	1	222	$5M

Nearby 401(k) Plans in Kentucky

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

Excel Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Excel Services 401(k) Plan side-by-side with 3 peers →

Excel Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Phoenix Senior Living 401(k) Plan in GA ($4M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Phoenix Senior Living 401(k) Plan (GA) $4M · 2,945
Mint Hill Cabinets, Inc. Retirement Plan (NC) $4M · 14
The Cedars of Chapel Hill Club Inc. Employees 401(k) Plan (NC) $4M · 155
Sustainable Forestry Initiative, Inc. 401(k) Plan (DC) $4M · 22

Similar participant headcount

Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.

Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan (TN) 171 · 0 off
Wyndham Capital Mortgage, Inc 401(k) Plan (NC) 171 · 0 off
Meteorcomm 401(k) Plan (WA) 171 · 0 off
Admiral Glass & Mirror 401(k) Plan (TX) 171 · 0 off

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 Excel Services 401(k) Plan assets move in 2023? ▼

Excel Services 401(k) Plan surged - up 38.8% during 2023, from $3M to $4M. Reported net income was $1M.

How have Excel Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Excel Services, Inc.'s sponsor-wide assets grew 67.9%, from $3M to $5M.

Which 401(k) plans are similar in size to Excel Services 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Phoenix Senior Living 401(k) Plan in GA ($4M, 2,945 participants).

Which 401(k) plans cover a similar participant headcount to Excel Services 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 204339280.