401(k) · DOL Form 5500 · 2024

American Excelsior Company 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
484
Participants Below avg headcount
78th
Percentile by assets National rank
$63,461
Avg per participant Low balance/head
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Official DOL plan name: American Excelsior Company 401(k) Savings Plan · Sponsored by American Excelsior Company · Texas · Manufacturing

$31M in assets, 484 participants

American Excelsior Company's American Excelsior Company 401(k) Savings Plan reported $31M in total assets and 484 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,314 in Manufacturing (17,777 peers)

Where American Excelsior Company 401(k) Savings Plan sits by assets

American Excelsior Company 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $31M for 484 participants (~$63,461/participant), up 3.3% in 2024.

#12,314
in Manufacturing (17,777 peers)
+3.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

American Excelsior Company 401(k) Savings Plan's outsized position by total assets

American Excelsior Company 401(k) Savings Plan vs every filed plan by assets

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

$30,714,972 Top 22% higher than 78% 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

American Excelsior Company 401(k) Savings 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. American Excelsior Company 401(k) Savings Plan sits mid-pack in the medium band (484 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Excelsior Company 401(k) Savings Plan reported net income fell from $3M in the plan year 2023 filing to $993K in the plan year 2024 filing.
  • American Excelsior Company 401(k) Savings Plan reported participants rose from 457 in the plan year 2023 filing to 484 in the plan year 2024 filing.
  • American Excelsior Company 401(k) Savings Plan end-of-year assets rose from $30M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751492124 · American Excelsior Company PY 2024 · 401(k)

American Excelsior Company 401(k) Savings Plan · $31M · 484 · 78th

  • RANK $31M
  • RANK 484
  • RANK 78th
  • RANK 401(k)
  • RANK near Servicenet Employee Retirement Plan
  • RANK ind #12314

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 Texas →

American Excelsior Company 401(k) Savings Plan in the asset neighbourhood

American Excelsior Company 401(k) Savings PlanAmerican Excelsior Company 4…$31MServicenet Employee Retirement PlanServicenet Employee Retireme…$31MThe Beauty Health 401(k) Plan$31M4life Research, LLC 401(k) Plan4life Research, LLC 401(k) P…$31MLinc Systems 401(k) Plan$31M
End-of-year total assets ($M) among American Excelsior Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$993K
Employer EIN751492124
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Excelsior Company)

Sponsor-wide plan assets over time

All American Excelsior Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 16.977340841928374% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $26.3M $30.7M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 440 $26M
2023 1 457 $30M
2024 1 484 $31M

Nearby 401(k) Plans in Texas

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

American Excelsior Company 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants American Excelsior Company 401(k) Savings Plan, Total assets ($B): 0.030714972 · Participants: 484American Excelsior Company 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
American Excelsior Company 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare American Excelsior Company 401(k) Savings Plan side-by-side with 3 peers →

American Excelsior Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Servicenet Employee Retirement Plan in MA ($31M); by covered participants it is Murata Electronics North America, Inc. Employees' Retirement Savings Plan in GA (484 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (484 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 American Excelsior Company 401(k) Savings Plan assets move in 2024? ▼
American Excelsior Company 401(k) Savings Plan edged up modestly - up 3.3% during 2024, from $30M to $31M. Reported net income was $993K.
How have American Excelsior Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Excelsior Company's sponsor-wide assets grew 17.0%, from $26M to $31M.
Where does American Excelsior Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
American Excelsior Company 401(k) Savings Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American Excelsior Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Servicenet Employee Retirement Plan in MA ($31M, 1,629 participants).
Which 401(k) plans cover a similar participant headcount to American Excelsior Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Murata Electronics North America, Inc. Employees' Retirement Savings Plan in GA (484 participants, $163M 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 751492124.

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.