401(k) · DOL Form 5500 · 2024

Excelligence Learning Corporation 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
826
Participants Near avg headcount
82nd
Percentile by assets National rank
$48,945
Avg per participant Low balance/head
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Official DOL plan name: Excelligence Learning Corporation 401(k) Plan · Sponsored by Excelligence Learning Corporation · California · Retail Trade

$40M in assets, 826 participants

Excelligence Learning Corporation's Excelligence Learning Corporation 401(k) Plan reported $40M in total assets and 826 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,192 in Retail Trade (8,048 peers)

Where Excelligence Learning Corporation 401(k) Plan sits by assets

Excelligence Learning Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 826 participants (~$48,945/participant), up 18.7% in 2024.

#7,192
in Retail Trade (8,048 peers)
+18.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Excelligence Learning Corporation 401(k) Plan's outsized position by total assets

Excelligence Learning Corporation 401(k) Plan vs every filed plan by assets

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

$40,428,679 Top 18% higher than 82% 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

Excelligence Learning Corporation 401(k) 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. Excelligence Learning Corporation 401(k) Plan sits mid-pack in the medium band (826 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excelligence Learning Corporation 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Excelligence Learning Corporation 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Excelligence Learning Corporation 401(k) Plan reported participants fell from 896 in the plan year 2023 filing to 826 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 770559897 · Excelligence Learning Corporation PY 2024 · 401(k)

Excelligence Learning Corporation 401(k) Plan · $40M · 826 · 82nd

  • RANK $40M
  • RANK 826
  • RANK 82nd
  • RANK 401(k)
  • RANK near Ferguson & Shamamian Architects, LLP 401(k) Savings and Profit Sharing Plan
  • RANK ind #7192

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 Retail Trade retirement plans → · Plans in California →

Excelligence Learning Corporation 401(k) Plan in the asset neighbourhood

Excelligence Learning Corporation 401(k) PlanExcelligence Learning Corpor…$40MFerguson & Shamamian Architects, LLP 401(k) Savings and Profit Sharing PlanFerguson & Shamamian Archite…$40MSba 401(k) Plan$40MOneida Esc Group, LLC 401(k) Profit Sharing PlanOneida Esc Group, LLC 401(k)…$40MOpn Architects, Inc. Profit Sharing PlanOpn Architects, Inc. Profit …$40M
End-of-year total assets ($M) among Excelligence Learning Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN770559897
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelligence Learning Corporation)

Sponsor-wide plan assets over time

All Excelligence Learning Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$40M 51.12914128591663% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $26.8M $40.4M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 927 $27M
2023 1 896 $34M
2024 1 826 $40M

Nearby 401(k) Plans in California

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

Excelligence Learning Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Excelligence Learning Corporation 401(k) Plan, Total assets ($B): 0.040428679 · Participants: 826Excelligence Learning Corporation 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Excelligence Learning Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Excelligence Learning Corporation 401(k) Plan side-by-side with 3 peers →

Excelligence Learning Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ferguson & Shamamian Architects, LLP 401(k) Savings and Profit Sharing Plan in NY ($40M); by covered participants it is Denali Universal Services 401(k) Retirement Plan in AK (826 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (826 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 Excelligence Learning Corporation 401(k) Plan assets move in 2024? ▼
Excelligence Learning Corporation 401(k) Plan grew sharply - up 18.7% during 2024, from $34M to $40M. Reported net income was $6M.
How have Excelligence Learning Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelligence Learning Corporation's sponsor-wide assets grew 51.1%, from $27M to $40M.
Where does Excelligence Learning Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Excelligence Learning Corporation 401(k) Plan ranks in the 82nd 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 Excelligence Learning Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ferguson & Shamamian Architects, LLP 401(k) Savings and Profit Sharing Plan in NY ($40M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Excelligence Learning Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Denali Universal Services 401(k) Retirement Plan in AK (826 participants, $37M 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 770559897.

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.