401(k) · DOL Form 5500 · 2024
Excipio Consulting LLC 401(k) Plan
Data updated 2026-08-25
- $883K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $441,608
- Avg per participant High balance/head
Official DOL plan name: Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Excipio Consulting LLC · Oklahoma · Professional & Technical Services
$883K in assets, 2 participants
Excipio Consulting LLC's Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust reported $883K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,458 in Professional & Technical Services (20,173 peers)
Excipio Consulting LLC multi-year trail
Excipio Consulting LLC's plans moved +23.2% in assets from 2023 to 2024; this filing shows Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust at $883K / 2 participants.
- #3,458
- in Professional & Technical Services (20,173 peers)
- +23.2%
- assets growth YoY
Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$883,216 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$34K in the plan year 2023 filing to $166K in the plan year 2024 filing.
- Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $717K in the plan year 2023 filing to $883K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 731608589 · Excipio Consulting LLC PY 2024 · 401(k)
Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust · $883K · 2 · 22nd
- NET $883K
- BOOK 2
- VS-ST 22nd
- BOY 401(k)
- SCH near Respitech Medical Inc 401(k) Profit Sharing Plan & Trust
- EBSA ind #3458
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 Professional & Technical Services retirement plans → · Plans in Oklahoma →
Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Excipio Consulting LLC multi-year asset trail
Sponsor-wide plan assets over time
All Excipio Consulting LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $883K 23.19640906827429% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 2 | $717K |
| 2024 | 1 | 2 | $883K |
Excipio Consulting LLC filing trail (2024)
| Total Assets (Beginning of Year) | $717K |
|---|---|
| Net Assets (End of Year) | $883K |
| Net Income | $166K |
| Employer EIN | 731608589 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
Excipio Consulting LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Respitech Medical Inc 401(k) Profit Sharing Plan & Trust in PA ($883K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($883K here).
- Respitech Medical Inc 401(k) Profit Sharing Plan & Trust (PA) $883K · 75
- Jkp Consultants Inc. 401(k) Plan (CA) $883K · 2
- Price Pelletier 401(k) Plan (CA) $883K · 18
- Dcd Solutions Inc 401(k) Plan (SC) $883K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.