Other · DOL Form 5500 · 2023

Excelsior Academy Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
145
Participants Small participant base
44th
Percentile by assets National rank
$34,647
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excelsior Academy Retirement Plan · Sponsored by Excelsior Academy · Utah · Educational Services

$5M in assets, 145 participants

Excelsior Academy's Excelsior Academy Retirement Plan reported $5M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,106 in Educational Services (3,735 peers)

Coverage in Utah

Excelsior Academy Retirement Plan covers 145 participants in Utah, about 25% of the average Utah filer (state average ~592 per filing). Assets: $5M.

#1,106
in Educational Services (3,735 peers)
+31.6%
assets growth YoY

Excelsior Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Excelsior Academy Retirement Plan vs every filed plan by assets

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

$5,023,832 44th percentile higher than 44% 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 Academy Retirement 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 Academy Retirement Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excelsior Academy Retirement Plan reported net income rose from $784K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Excelsior Academy Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Excelsior Academy Retirement Plan reported participants fell from 162 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260806243 · Excelsior Academy PY 2023 · Other

Excelsior Academy Retirement Plan · $5M · 145 · 44th

  • PCT $5M
  • EIN 145
  • RANK 44th
  • PHOTO Other
  • IND near Ccnrc 403b Plan
  • EOY ind #1106

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 Educational Services retirement plans → · Plans in Utah →

Excelsior Academy Retirement Plan in the asset neighbourhood

Ccnrc 403b Plan$5MTanager Place Employee 403(b) Retirement PlanTanager Place Employee 403(b…$5MMacon Community Hospital 403b PlanMacon Community Hospital 403…$5MExcelsior Academy Retirement PlanExcelsior Academy Retirement…$5MThe Joffrey Ballet 403(b) Retirement PlanThe Joffrey Ballet 403(b) Re…$5M
End-of-year total assets ($M) among Excelsior Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN260806243
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Academy)

Sponsor-wide plan assets over time

All Excelsior Academy plans reported in each filing year

Latest sponsor-wide plan assets
$6M 65.608274239356% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.82M $6.32M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 162 $4M
2023 1 145 $5M
2024 1 155 $6M

Nearby Other Plans in Utah

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

Excelsior Academy Retirement Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants Excelsior Academy Retirement Plan, Total assets ($M): 5.023832 · Participants: 145Excelsior Academy Retirement PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 309.624 · Participants: 41571Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 190.770327 · Participants: 7029Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 103.856477 · Participants: 1356Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 85.093544 · Participants: 318Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 45.736773 · Participants: 185Children's Miracle Network 403(b) Plan
Excelsior Academy Retirement Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Excelsior Academy Retirement Plan side-by-side with 3 peers →

Excelsior Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Ccnrc 403b Plan in MD ($5M); by covered participants it is St. Timothys School, Inc. 403(b) DC Plan in NC (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Academy Retirement Plan assets move in 2023? ▼
Excelsior Academy Retirement Plan surged - up 31.6% during 2023, from $4M to $5M. Reported net income was $1M.
How have Excelsior Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Academy's sponsor-wide assets grew 65.6%, from $4M to $6M.
Which Other plans are similar in size to Excelsior Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ccnrc 403b Plan in MD ($5M, 382 participants).
Which Other plans cover a similar participant headcount to Excelsior Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is St. Timothys School, Inc. 403(b) DC Plan in NC (145 participants, N/A 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 260806243.

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.