Other · DOL Form 5500 · 2023

Excelth, Incorporated Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
117
Participants Small participant base
32nd
Percentile by assets National rank
$19,417
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Excelth, Incorporated · Sponsored by Excelth, Incorporated · Louisiana · Other Services

$2M in assets, 117 participants

Excelth, Incorporated's 403(b) Thrift Plan of Excelth, Incorporated reported $2M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,438 in Other Services (7,857 peers)

Coverage in Louisiana

403(b) Thrift Plan of Excelth, Incorporated covers 117 participants in Louisiana, about 24% of the average Louisiana filer (state average ~495 per filing). Assets: $2M.

#4,438
in Other Services (7,857 peers)
+30.9%
assets growth YoY

403(b) Thrift Plan of Excelth, Incorporated among the smaller filed plans by assets

403(b) Thrift Plan of Excelth, Incorporated vs every filed plan by assets

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

$2,271,786 32nd percentile higher than 32% 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

403(b) Thrift Plan of Excelth, Incorporated 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. 403(b) Thrift Plan of Excelth, Incorporated sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Excelth, Incorporated reported net income rose from -$57K in the plan year 2022 filing to $537K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Excelth, Incorporated end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Excelth, Incorporated reported participants rose from 106 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 721193463 · Excelth, Incorporated PY 2023 · Other

403(b) Thrift Plan of Excelth, Incorporated · $2M · 117 · 32nd

  • RANK $2M
  • PHOTO 117
  • IND 32nd
  • EOY Other
  • 5500 near Family Resources 403(b) Thrift Plan
  • ASSETS ind #4438

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 Other Services retirement plans → · Plans in Louisiana →

403(b) Thrift Plan of Excelth, Incorporated in the asset neighbourhood

Episcopal Day School, Inc.$2MIowa Health Physicians 403(b) PlanIowa Health Physicians 403(b…$2M403(b) Thrift Plan of Excelth, Incorporated403(b) Thrift Plan of Excelt…$2MFamily Resources 403(b) Thrift PlanFamily Resources 403(b) Thri…$2MGenesee Education Consultant Svcs, Inc. 403bGenesee Education Consultant…$2M
End-of-year total assets ($M) among 403(b) Thrift Plan of Excelth, Incorporated and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$537K
Employer EIN721193463
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelth, Incorporated)

Sponsor-wide plan assets over time

All Excelth, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.972472067159856% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.73M $2.84M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 106 $2M
2023 1 117 $2M
2024 1 109 $3M

Nearby Other Plans in Louisiana

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

403(b) Thrift Plan of Excelth, Incorporated vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants 403(b) Thrift Plan of Excelth, Incorporated, Total assets ($M): 2.271786 · Participants: 117403(b) Thrift Plan of Excelth, IncorporatedTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 744.093686 · Participants: 3591Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 541.718024 · Participants: 7483Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 477.060323 · Participants: 24322Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 291.399935 · Participants: 3064Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 270.024566 · Participants: 721Loyola University Retirement Plan
403(b) Thrift Plan of Excelth, Incorporated vs. nearby Other plans in Louisiana, assets vs. participants
Compare 403(b) Thrift Plan of Excelth, Incorporated side-by-side with 3 peers →

403(b) Thrift Plan of Excelth, Incorporated's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Family Resources 403(b) Thrift Plan in PA ($2M); by covered participants it is Tlc Operations, Inc. Retirement Plan in NC (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 403(b) Thrift Plan of Excelth, Incorporated assets move in 2023? ▼
403(b) Thrift Plan of Excelth, Incorporated surged - up 30.9% during 2023, from $2M to $2M. Reported net income was $537K.
How have Excelth, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelth, Incorporated's sponsor-wide assets grew 64.0%, from $2M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan of Excelth, Incorporated? ▼
Among Other plans in other states, the closest by assets is Family Resources 403(b) Thrift Plan in PA ($2M, 69 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Excelth, Incorporated? ▼
Among Other plans in other states, the closest by covered participants is Tlc Operations, Inc. Retirement Plan in NC (117 participants, $3M 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 721193463.

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.