401(k) · DOL Form 5500 · 2024

Excel Bottling Company 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
32
Participants Small participant base
33rd
Percentile by assets National rank
$89,503
Avg per participant Below avg balance/head
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Official DOL plan name: Excel Bottling Company 401(k) Plan · Sponsored by Excel Bottling Company · Illinois · Manufacturing

$3M in assets, 32 participants

Excel Bottling Company's Excel Bottling Company 401(k) Plan reported $3M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,061 in Manufacturing (17,777 peers)

Excel Bottling Company multi-year trail

Excel Bottling Company's plans moved +38.5% in assets from 2022 to 2024; this filing shows Excel Bottling Company 401(k) Plan at $3M / 32 participants.

#3,061
in Manufacturing (17,777 peers)
+17.4%
assets growth YoY

Excel Bottling Company 401(k) Plan among the smaller filed plans by assets

Excel Bottling Company 401(k) Plan vs every filed plan by assets

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

$2,864,105 33rd percentile higher than 33% 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

Excel Bottling Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Bottling Company 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excel Bottling Company 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Excel Bottling Company 401(k) Plan reported net income rose from $370K in the plan year 2023 filing to $425K in the plan year 2024 filing.
  • Excel Bottling Company 401(k) Plan reported participants rose from 29 in the plan year 2023 filing to 32 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 370960892 · Excel Bottling Company PY 2024 · 401(k)

Excel Bottling Company 401(k) Plan · $3M · 32 · 33rd

  • EOY $3M
  • 5500 32
  • ASSETS 33rd
  • PCT 401(k)
  • EIN near Odyssey Charter School Inc 401(k) Profit Sharing Plan & Trust
  • RANK ind #3061

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 Manufacturing retirement plans → · Plans in Illinois →

Excel Bottling Company 401(k) Plan in the asset neighbourhood

Excel Bottling Company 401(k) PlanExcel Bottling Company 401(k…$3MOdyssey Charter School Inc 401(k) Profit Sharing Plan & TrustOdyssey Charter School Inc 4…$3MRatliff Ag 401(k)$3MLrkr Inc. 401(k) Retirement PlanLrkr Inc. 401(k) Retirement …$3MOlympus Press Inc 401(k) Plan$3M
End-of-year total assets ($M) among Excel Bottling Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Excel Bottling Company multi-year asset trail

Sponsor-wide plan assets over time

All Excel Bottling Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.46162399281805% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.07M $2.86M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 29 $2M
2023 1 29 $2M
2024 1 32 $3M

Excel Bottling Company filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$425K
Employer EIN370960892
Plan Effective Date2007-01-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Excel Bottling Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Excel Bottling Company 401(k) Plan, Total assets ($B): 0.002864105 · Participants: 32Excel Bottling Company 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Excel Bottling Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Excel Bottling Company 401(k) Plan side-by-side with 3 peers →

Excel Bottling Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Odyssey Charter School Inc 401(k) Profit Sharing Plan & Trust in FL ($3M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Excel Bottling Company 401(k) Plan assets move in 2024? ▼
Excel Bottling Company 401(k) Plan grew sharply - up 17.4% during 2024, from $2M to $3M. Reported net income was $425K.
How have Excel Bottling Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Bottling Company's sponsor-wide assets grew 38.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Excel Bottling Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Odyssey Charter School Inc 401(k) Profit Sharing Plan & Trust in FL ($3M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Excel Bottling Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 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 370960892.

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.