Profit Sharing · DOL Form 5500 · 2024

Excellence in Management, Inc. Profit Sharing Plan

Data updated 2026-08-25

$275K
Total assets Small plan by assets
N/A
Participants Small participant base
13th
Percentile by assets National rank
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Official DOL plan name: Excellence in Management, Inc. Retirement Plan · Sponsored by Excellence in Management, Inc. · Florida · Professional & Technical Services

$275K in assets, N/A participants

Excellence in Management, Inc.'s Excellence in Management, Inc. Retirement Plan reported $275K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,047 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Excellence in Management, Inc. Retirement Plan holds $275K for N/A participants, among the smaller plans by assets on file.

#2,047
in Professional & Technical Services (20,173 peers)
+6.6%
assets growth YoY

Excellence in Management, Inc. Retirement Plan among the smaller filed plans by assets

Excellence in Management, Inc. Retirement Plan vs every filed plan by assets

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

$275,000 13th percentile higher than 13% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excellence in Management, Inc. Retirement Plan reported net income rose from -$7K in the plan year 2023 filing to $17K in the plan year 2024 filing.
  • Excellence in Management, Inc. Retirement Plan end-of-year assets rose from $258K in the plan year 2023 filing to $275K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 454644711 · Excellence in Management, Inc. PY 2024 · Profit Sharing

Excellence in Management, Inc. Retirement Plan · $275K · N/A · 13th

  • VS-ST $275K
  • BOY N/A
  • SCH 13th
  • EBSA Profit Sharing
  • PART near Carlos Bartolomei Ortiz Retirement Plan
  • TYPE ind #2047

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 Florida →

Excellence in Management, Inc. Retirement Plan in the asset neighbourhood

Excellence in Management, Inc. Retirement PlanExcellence in Management, In…$275KCarlos Bartolomei Ortiz Retirement PlanCarlos Bartolomei Ortiz Reti…$275KNelumbium Capital Inc. Retirement PlanNelumbium Capital Inc. Retir…$275KMae Gregory Inc. Retirement PlanMae Gregory Inc. Retirement …$275KZero Error Inc. Retirement PlanZero Error Inc. Retirement P…$275K
End-of-year total assets ($M) among Excellence in Management, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$258K
Net Assets (End of Year)$275K
Net Income$17K
Employer EIN454644711
Plan Effective Date2012-02-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Excellence in Management, Inc.)

Sponsor-wide plan assets over time

All Excellence in Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$275K 3.7735849056603774% vs 2022
2024 filing year
$0.25M$0.26M$0.27M$0.28M$0.29M 202220232024 $0.27M $0.28M ▲ +3.7%
Year Plans Participants Total Assets
2022 1 1 $265K
2023 1 N/A $258K
2024 1 N/A $275K

Nearby Profit Sharing Plans in Florida

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

Excellence in Management, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Excellence in Management, Inc. Retirement Plan, Total assets ($B): 0.000275 · Participants: 0Excellence in Management, 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
Excellence in Management, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Excellence in Management, Inc. Retirement Plan side-by-side with 3 peers →

Excellence in Management, Inc. Retirement Plan's closest out-of-state Profit Sharing peers by assets

Outside Florida, the nearest Profit Sharing by end-of-year assets is Carlos Bartolomei Ortiz Retirement Plan in PR at $275K (this filing: $275K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($275K here).

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 Excellence in Management, Inc. Retirement Plan assets move in 2024? ▼
Excellence in Management, Inc. Retirement Plan grew at a solid clip - up 6.6% during 2024, from $258K to $275K. Reported net income was $17K.
How have Excellence in Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excellence in Management, Inc.'s sponsor-wide assets grew 3.8%, from $265K to $275K.
Where does Excellence in Management, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Excellence in Management, Inc. Retirement Plan ranks in the 13th 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 Excellence in Management, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Carlos Bartolomei Ortiz Retirement Plan in PR ($275K, 1 participant).

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 454644711.

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.