Profit Sharing · DOL Form 5500 · 2023

Med Excel USA, Inc. Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
405
Participants Below avg headcount
61st
Percentile by assets National rank
$27,449
Avg per participant Low balance/head
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Official DOL plan name: Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Med Excel USA, Inc. · New York · Healthcare & Social Assistance

$11M in assets, 405 participants

Med Excel USA, Inc.'s Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 405 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,732 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip 13.9% in 2023 ($10M → $11M) for 405 participants.

#11,732
in Healthcare & Social Assistance (17,684 peers)
+13.9%
assets growth YoY

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,116,873 Top 39% higher than 61% 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

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust 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. Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (405 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 339 in the plan year 2022 filing to 405 in the plan year 2023 filing.
  • Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061324681 · Med Excel USA, Inc. PY 2023 · Profit Sharing

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust · $11M · 405 · 61st

  • PCT $11M
  • EIN 405
  • RANK 61st
  • PHOTO Profit Sharing
  • IND near John Stamos Productions Inc Profit Sharing Plan
  • EOY ind #11732

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Endoscopy Center of Ocala, Inc. 401(k) Profit Sharing PlanEndoscopy Center of Ocala, I…$11MMed Excel USA, Inc. 401(k) Profit Sharing Plan and TrustMed Excel USA, Inc. 401(k) P…$11MJohn Stamos Productions Inc Profit Sharing PlanJohn Stamos Productions Inc …$11MAnthros, Inc. Retirement Savings PlanAnthros, Inc. Retirement Sav…$11MPlumbers and Steamfitters Local 521 Annuity FundPlumbers and Steamfitters Lo…$11M
End-of-year total assets ($M) among Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Med Excel USA, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Med Excel USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 7.770414666615157% vs 2022
2024 filing year
$9.5M$10M$10.5M$11M$11.5M 202220232024 $9.76M $10.5M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 339 $10M
2023 1 405 $11M
2024 1 344 $11M

2023 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN061324681
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011116873 · Participants: 405Med Excel USA, Inc. 401(k) Profit Sharing Plan and TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is John Stamos Productions Inc Profit Sharing Plan in CA ($11M); by covered participants it is Larson Manufacturing Company Employee Profit Sharing Plan in IL (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.9% during 2023, from $10M to $11M. Reported net income was $1M.
How have Med Excel USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Med Excel USA, Inc.'s sponsor-wide assets grew 7.8%, from $10M to $11M.
Which Profit Sharing plans are similar in size to Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is John Stamos Productions Inc Profit Sharing Plan in CA ($11M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Larson Manufacturing Company Employee Profit Sharing Plan in IL (405 participants, $105M 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 061324681.

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.