401(k) · DOL Form 5500 · 2024

Excelsior Defense, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
306
Participants Below avg headcount
28th
Percentile by assets National rank
$5,415
Avg per participant Low balance/head
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Official DOL plan name: Excelsior Defense Inc Retirement Plan · Sponsored by Excelsior Defense, Inc. · Florida · Administrative & Support Services

$2M in assets, 306 participants

Excelsior Defense, Inc.'s Excelsior Defense Inc Retirement Plan reported $2M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,257 in Administrative & Support Services (4,368 peers)

Coverage in Florida

Excelsior Defense Inc Retirement Plan covers 306 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#2,257
in Administrative & Support Services (4,368 peers)
-8.1%
assets change YoY

The plan reported a net loss of $166K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excelsior Defense Inc Retirement Plan among the smaller filed plans by assets

Excelsior Defense Inc Retirement Plan vs every filed plan by assets

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

$1,657,024 28th percentile higher than 28% 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

Excelsior Defense Inc Retirement 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. Excelsior Defense Inc Retirement Plan sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excelsior Defense Inc Retirement Plan reported net income fell from $438K in the plan year 2023 filing to -$166K in the plan year 2024 filing.
  • Excelsior Defense Inc Retirement Plan reported participants fell from 379 in the plan year 2023 filing to 306 in the plan year 2024 filing.
  • Excelsior Defense Inc Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 593541210 · Excelsior Defense, Inc. PY 2024 · 401(k)

Excelsior Defense Inc Retirement Plan · $2M · 306 · 28th

  • EIN $2M
  • EIN 306
  • EIN 28th
  • EIN 401(k)
  • EIN near Laundry Solutions Company 401(k) Profit Sharing Plan
  • EIN ind #2257

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 Administrative & Support Services retirement plans → · Plans in Florida →

Excelsior Defense Inc Retirement Plan in the asset neighbourhood

Excelsior Defense Inc Retirement PlanExcelsior Defense Inc Retire…$2MLaundry Solutions Company 401(k) Profit Sharing PlanLaundry Solutions Company 40…$2MBehavioral Connections 401(k) Profit Sharing PlanBehavioral Connections 401(k…$2MSunrise Systems Electronics Co. 401(k) PlanSunrise Systems Electronics …$2MDutchess Beer Distributors, Inc. Profit Sharing and 401-K PlanDutchess Beer Distributors, …$2M
End-of-year total assets ($M) among Excelsior Defense Inc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$166K
Employer EIN593541210
Plan Effective Date2016-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Defense, Inc.)

Sponsor-wide plan assets over time

All Excelsior Defense, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.324815580897294% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.37M $1.66M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 428 $1M
2023 1 379 $2M
2024 1 306 $2M

Nearby 401(k) Plans in Florida

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

Excelsior Defense Inc Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Excelsior Defense Inc Retirement Plan, Total assets ($B): 0.001657024 · Participants: 306Excelsior Defense Inc Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Excelsior Defense Inc Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Excelsior Defense Inc Retirement Plan side-by-side with 3 peers →

Excelsior Defense Inc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Laundry Solutions Company 401(k) Profit Sharing Plan in MO ($2M); by covered participants it is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Excelsior Defense Inc Retirement Plan assets move in 2024? ▼
Excelsior Defense Inc Retirement Plan pulled back noticeably - down 8.1% during 2024, from $2M to $2M. Reported net income was -$166K.
How have Excelsior Defense, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Defense, Inc.'s sponsor-wide assets grew 21.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Excelsior Defense Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Laundry Solutions Company 401(k) Profit Sharing Plan in MO ($2M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Excelsior Defense Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 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 593541210.

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.