Profit Sharing · DOL Form 5500 · 2024
Med Excel USA, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 344
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $30,573
- Avg per participant Low balance/head
Official DOL plan name: Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Med Excel USA, Inc. · New York · Healthcare & Social Assistance
$11M in assets, 344 participants
Med Excel USA, Inc.'s Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 344 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,537 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust covers 344 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $11M.
- #10,537
- in Healthcare & Social Assistance (16,916 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $731K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,516,999 Top 43% higher than 57% 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
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust 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. Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (344 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$731K in the plan year 2024 filing.
- Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 405 in the plan year 2023 filing to 344 in the plan year 2024 filing.
- Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 061324681 · Med Excel USA, Inc. PY 2024 · Profit Sharing
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust · $11M · 344 · 57th
- RANK $11M
- PHOTO 344
- IND 57th
- EOY Profit Sharing
- 5500 near C & N Sales Company Employee Stock Ownership Plan and Trust
- ASSETS ind #10537
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$731K |
| Employer EIN | 061324681 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Med Excel USA, Inc.)
Sponsor-wide plan assets over time
All Med Excel USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 7.770414666615157% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 339 | $10M |
| 2023 | 1 | 405 | $11M |
| 2024 | 1 | 344 | $11M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Med Excel USA, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is C & N Sales Company Employee Stock Ownership Plan and Trust in MN ($11M); by covered participants it is Sinai Health System Union Retirement Plan in IL (344 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (344 participants); asset peers above are excluded.
- Sinai Health System Union Retirement Plan (IL) 344 · 0 off
- Child Development Resources of Ventura County Inc. Profit Sharing Plan (CA) 345 · 1 off
- Lake Highland Preparatory School, Inc. (FL) 345 · 1 off
- Frontier Health Retirement Plan (TN) 345 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.