Profit Sharing · DOL Form 5500 · 2023

Excelsior Wellness Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
197
Participants Below avg headcount
40th
Percentile by assets National rank
$19,487
Avg per participant Low balance/head
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Official DOL plan name: Excelsior Wellness 403(b) Plan · Sponsored by Excelsior Wellness · Washington · Healthcare & Social Assistance

$4M in assets, 197 participants

Excelsior Wellness's Excelsior Wellness 403(b) Plan reported $4M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,409 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Excelsior Wellness 403(b) Plan covers 197 participants in Washington, about 13% of the average Washington filer (state average ~1,476 per filing). Assets: $4M.

#7,409
in Healthcare & Social Assistance (17,684 peers)
+27.5%
assets growth YoY

Excelsior Wellness 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Excelsior Wellness 403(b) Plan vs every filed plan by assets

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

$3,838,978 40th percentile higher than 40% 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

Excelsior Wellness 403(b) 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. Excelsior Wellness 403(b) Plan sits mid-pack in the medium band (197 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excelsior Wellness 403(b) Plan reported net income rose from $78K in the plan year 2022 filing to $829K in the plan year 2023 filing.
  • Excelsior Wellness 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Excelsior Wellness 403(b) Plan reported participants rose from 182 in the plan year 2022 filing to 197 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 911189908 · Excelsior Wellness PY 2023 · Profit Sharing

Excelsior Wellness 403(b) Plan · $4M · 197 · 40th

  • EBSA $4M
  • PART 197
  • TYPE 40th
  • NET Profit Sharing
  • BOOK near Ianieri, Giampapa & Co., P.C.
  • VS-ST ind #7409

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 Washington →

Excelsior Wellness 403(b) Plan in the asset neighbourhood

Excelsior Wellness 403(b) PlanExcelsior Wellness 403(b) Pl…$4MIanieri, Giampapa & Co., P.C.$4MGlenn E. Ostriker Md Profit Sharing PlanGlenn E. Ostriker Md Profit …$4MWalter M Fierson Md a Professional Corp Profit Sharing PlanWalter M Fierson Md a Profes…$4MInnovative Resources for Independence 403(b) PlanInnovative Resources for Ind…$4M
End-of-year total assets ($M) among Excelsior Wellness 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$829K
Employer EIN911189908
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Wellness)

Sponsor-wide plan assets over time

All Excelsior Wellness plans reported in each filing year

Latest sponsor-wide plan assets
$5M 68.5008407872506% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.01M $5.07M ▲ +68.4%
Year Plans Participants Total Assets
2022 1 182 $3M
2023 1 197 $4M
2024 1 151 $5M

Nearby Profit Sharing Plans in Washington

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

Excelsior Wellness 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Excelsior Wellness 403(b) Plan, Total assets ($M): 3.838978 · Participants: 197Excelsior Wellness 403(b) PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
Excelsior Wellness 403(b) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Excelsior Wellness 403(b) Plan side-by-side with 3 peers →

Excelsior Wellness 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is Ianieri, Giampapa & Co., P.C. in NJ ($4M); by covered participants it is Noble Research Institute, LLC Defined Contribution Plan in OK (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Excelsior Wellness 403(b) Plan assets move in 2023? ▼
Excelsior Wellness 403(b) Plan grew sharply - up 27.5% during 2023, from $3M to $4M. Reported net income was $829K.
How have Excelsior Wellness plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Wellness's sponsor-wide assets grew 68.5%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Excelsior Wellness 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ianieri, Giampapa & Co., P.C. in NJ ($4M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Excelsior Wellness 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Noble Research Institute, LLC Defined Contribution Plan in OK (197 participants, $4M 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 911189908.

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.