401(k) · DOL Form 5500 · 2023

Excalibur Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
248
Participants Below avg headcount
37th
Percentile by assets National rank
$13,068
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan · Sponsored by Excalibur Associates, Inc. · Georgia · Administrative & Support Services

$3M in assets, 248 participants

Excalibur Associates, Inc.'s Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan reported $3M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,632 in Administrative & Support Services (4,372 peers)

Coverage in Georgia

Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan covers 248 participants in Georgia, about 23% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.

#2,632
in Administrative & Support Services (4,372 peers)
+18.6%
assets growth YoY

Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan vs every filed plan by assets

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

$3,240,794 37th percentile higher than 37% 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

Excalibur Associates, Inc. 401(k) Savings & Profit Sharing 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. Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan reported net income rose from -$156K in the plan year 2022 filing to $509K in the plan year 2023 filing.
  • Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan reported participants rose from 196 in the plan year 2022 filing to 248 in the plan year 2023 filing.
  • Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841348594 · Excalibur Associates, Inc. PY 2023 · 401(k)

Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan · $3M · 248 · 37th

  • BOY $3M
  • SCH 248
  • EBSA 37th
  • PART 401(k)
  • TYPE near A.R.M. 401(k) Plan
  • NET ind #2632

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 Administrative & Support Services retirement plans → · Plans in Georgia →

Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan in the asset neighbourhood

Excalibur Associates, Inc. 401(k) Savings & Profit Sharing PlanExcalibur Associates, Inc. 4…$3MA.R.M. 401(k) Plan$3MInternational Insurance Center, Inc. Retirement PlanInternational Insurance Cent…$3MGordon & Sykes, LLP 401(k) PlanGordon & Sykes, LLP 401(k) P…$3MIntouchcx US 401(k) Plan$3M
End-of-year total assets ($M) among Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$509K
Employer EIN841348594
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excalibur Associates, Inc.)

Sponsor-wide plan assets over time

All Excalibur Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.59226673900445% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.73M $3.92M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 196 $3M
2023 1 248 $3M
2024 1 242 $4M

Nearby 401(k) Plans in Georgia

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

Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan, Total assets ($B): 0.003240794 · Participants: 248Excalibur Associates, Inc. 401(k) Savings & Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan side-by-side with 3 peers →

Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is A.R.M. 401(k) Plan in FL ($3M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan assets move in 2023? ▼
Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan grew sharply - up 18.6% during 2023, from $3M to $3M. Reported net income was $509K.
How have Excalibur Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excalibur Associates, Inc.'s sponsor-wide assets grew 43.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is A.R.M. 401(k) Plan in FL ($3M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Excalibur Associates, Inc. 401(k) Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 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 841348594.

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.