Profit Sharing · DOL Form 5500 · 2024
Advanced Excavation, Inc Profit Sharing Plan
Data updated 2026-08-25
- $761K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $126,860
- Avg per participant Near avg balance/head
Official DOL plan name: The Advanced Excavation, Inc. Retirement Plan · Sponsored by Advanced Excavation, Inc · Oregon · Construction
$761K in assets, 6 participants
Advanced Excavation, Inc's The Advanced Excavation, Inc. Retirement Plan reported $761K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #1,801 in Construction (9,039 peers)
Advanced Excavation, Inc multi-year trail
Advanced Excavation, Inc's plans moved +80.1% in assets from 2022 to 2024; this filing shows The Advanced Excavation, Inc. Retirement Plan at $761K / 6 participants.
- #1,801
- in Construction (9,039 peers)
- +28.5%
- assets growth YoY
The Advanced Excavation, Inc. Retirement Plan among the smaller filed plans by assets
The Advanced Excavation, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$761,162 21st percentile higher than 21% 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
The Advanced Excavation, 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. The Advanced Excavation, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Advanced Excavation, Inc. Retirement Plan end-of-year assets rose from $592K in the plan year 2023 filing to $761K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 471717965 · Advanced Excavation, Inc PY 2024 · Profit Sharing
The Advanced Excavation, Inc. Retirement Plan · $761K · 6 · 21st
- IND $761K
- IND 6
- IND 21st
- IND Profit Sharing
- IND near Pocock Industrial Retirement Plan
- IND ind #1801
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 Construction retirement plans → · Plans in Oregon →
The Advanced Excavation, Inc. Retirement Plan in the asset neighbourhood
Advanced Excavation, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Advanced Excavation, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $761K 80.12300658575083% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $423K |
| 2023 | 1 | 6 | $592K |
| 2024 | 1 | 6 | $761K |
Advanced Excavation, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $592K |
|---|---|
| Net Assets (End of Year) | $761K |
| Net Income | $169K |
| Employer EIN | 471717965 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Legacy Health Defined Contribution Retirement Plan $817M · 12,025
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
The Advanced Excavation, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Pocock Industrial Retirement Plan in UT ($761K); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($761K here).
- Pocock Industrial Retirement Plan (UT) $761K · 4
- Valgene Incorporated Retirement Plan (MD) $761K · 4
- Inmediata Health Group 1081. 01(D) Plan (PR) $761K · 151
- Mms Mcdaniels Profit Sharing Plan and Trust (CA) $761K · 3
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.