Profit Sharing · DOL Form 5500 · 2024

Xcel Fitness Spa, Inc Profit Sharing Plan

Data updated 2026-08-25

$687K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$229,094
Avg per participant Above avg balance/head
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Official DOL plan name: Xcel Fitness Spa, Inc. Retirement Plan · Sponsored by Xcel Fitness Spa, Inc · Florida · Arts, Entertainment & Recreation

$687K in assets, 3 participants

Xcel Fitness Spa, Inc's Xcel Fitness Spa, Inc. Retirement Plan reported $687K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,296 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Xcel Fitness Spa, Inc. Retirement Plan ranks #1,296 of 2,921 2024 filers by assets (4040% of the sector average)-$687K for 3 participants.

#1,296
in Arts, Entertainment & Recreation (2,921 peers)
+45.3%
assets growth YoY

Xcel Fitness Spa, Inc. Retirement Plan among the smaller filed plans by assets

Xcel Fitness Spa, Inc. Retirement Plan vs every filed plan by assets

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

$687,283 20th percentile higher than 20% 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

Xcel Fitness Spa, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xcel Fitness Spa, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Xcel Fitness Spa, Inc. Retirement Plan reported net income rose from $75K in the plan year 2023 filing to $214K in the plan year 2024 filing.
  • Xcel Fitness Spa, Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Xcel Fitness Spa, Inc. Retirement Plan end-of-year assets rose from $473K in the plan year 2023 filing to $687K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 455633687 · Xcel Fitness Spa, Inc PY 2024 · Profit Sharing

Xcel Fitness Spa, Inc. Retirement Plan · $687K · 3 · 20th

  • ASSETS $687K
  • PCT 3
  • EIN 20th
  • RANK Profit Sharing
  • PHOTO near Inspiring Insights, Inc. Retirement Plan
  • IND ind #1296

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Xcel Fitness Spa, Inc. Retirement Plan in the asset neighbourhood

Xcel Fitness Spa, Inc. Retirement PlanXcel Fitness Spa, Inc. Retir…$687KInspiring Insights, Inc. Retirement PlanInspiring Insights, Inc. Ret…$687KJp Dixon Legal Services, Inc. Profit Sharing PlanJp Dixon Legal Services, Inc…$688KDima Ventures, Inc. Profit Sharing PlanDima Ventures, Inc. Profit S…$688KDr. Jose W. Valle Oliveras Retirement Plan Series 96-1187Dr. Jose W. Valle Oliveras R…$687K
End-of-year total assets ($M) among Xcel Fitness Spa, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$473K
Net Assets (End of Year)$687K
Net Income$214K
Employer EIN455633687
Plan Effective Date2013-03-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Xcel Fitness Spa, Inc)

Sponsor-wide plan assets over time

All Xcel Fitness Spa, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$687K 72.60914225726005% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.4M $0.69M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 2 $398K
2023 1 2 $473K
2024 1 3 $687K

Nearby Profit Sharing Plans in Florida

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

Xcel Fitness Spa, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Xcel Fitness Spa, Inc. Retirement Plan, Total assets ($B): 0.000687283 · Participants: 3Xcel Fitness Spa, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Xcel Fitness Spa, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Xcel Fitness Spa, Inc. Retirement Plan side-by-side with 3 peers →

Xcel Fitness Spa, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Inspiring Insights, Inc. Retirement Plan in CA ($687K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Xcel Fitness Spa, Inc. Retirement Plan assets move in 2024? ▼
Xcel Fitness Spa, Inc. Retirement Plan surged - up 45.3% during 2024, from $473K to $687K. Reported net income was $214K.
How have Xcel Fitness Spa, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xcel Fitness Spa, Inc's sponsor-wide assets grew 72.6%, from $398K to $687K.
Where does Xcel Fitness Spa, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Xcel Fitness Spa, Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Xcel Fitness Spa, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Inspiring Insights, Inc. Retirement Plan in CA ($687K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Xcel Fitness Spa, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 455633687.

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.