401(k) · DOL Form 5500 · 2024

Excel Machinery, Ltd. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
110
Participants Small participant base
49th
Percentile by assets National rank
$66,186
Avg per participant Below avg balance/head
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Official DOL plan name: Excel Machinery, Ltd. 401(k) Profit Sharing Plan · Sponsored by Excel Machinery, Ltd. · Texas · Manufacturing

$7M in assets, 110 participants

Excel Machinery, Ltd.'s Excel Machinery, Ltd. 401(k) Profit Sharing Plan reported $7M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,925 in Manufacturing (17,777 peers)

Coverage in Texas

Excel Machinery, Ltd. 401(k) Profit Sharing Plan covers 110 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#5,925
in Manufacturing (17,777 peers)
+7.1%
assets growth YoY

Excel Machinery, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Excel Machinery, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,280,499 49th percentile higher than 49% of 123,620 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 2024

Excel Machinery, Ltd. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Machinery, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excel Machinery, Ltd. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $483K in the plan year 2024 filing.
  • Excel Machinery, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Excel Machinery, Ltd. 401(k) Profit Sharing Plan reported participants fell from 112 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752682704 · Excel Machinery, Ltd. PY 2024 · 401(k)

Excel Machinery, Ltd. 401(k) Profit Sharing Plan · $7M · 110 · 49th

  • TYPE $7M
  • TYPE 110
  • TYPE 49th
  • TYPE 401(k)
  • TYPE near Christopher Morgan, LLC 401(k) Savings Plan
  • TYPE ind #5925

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 Manufacturing retirement plans → · Plans in Texas →

Excel Machinery, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Excel Machinery, Ltd. 401(k) Profit Sharing PlanExcel Machinery, Ltd. 401(k)…$7MChristopher Morgan, LLC 401(k) Savings PlanChristopher Morgan, LLC 401(…$7MEllis Mechanical 401(k) Plan$7MRadford Orthopedic Center PC Profit Sharing PlanRadford Orthopedic Center PC…$7MInformeddna 401(k) Plan$7M
End-of-year total assets ($M) among Excel Machinery, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$483K
Employer EIN752682704
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Machinery, Ltd.)

Sponsor-wide plan assets over time

All Excel Machinery, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.002164446470122% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.56M $7.28M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 94 $6M
2023 1 112 $7M
2024 1 110 $7M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Excel Machinery, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Excel Machinery, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.007280499 · Participants: 110Excel Machinery, Ltd. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Excel Machinery, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Excel Machinery, Ltd. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Excel Machinery, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Christopher Morgan, LLC 401(k) Savings Plan in WI ($7M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Excel Machinery, Ltd. 401(k) Profit Sharing Plan assets move in 2024? ▼
Excel Machinery, Ltd. 401(k) Profit Sharing Plan grew at a solid clip - up 7.1% during 2024, from $7M to $7M. Reported net income was $483K.
How have Excel Machinery, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Machinery, Ltd.'s sponsor-wide assets grew 31.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Excel Machinery, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Christopher Morgan, LLC 401(k) Savings Plan in WI ($7M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Excel Machinery, Ltd. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752682704.

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.