401(k) · DOL Form 5500 · 2024

Excel Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
328
Participants Below avg headcount
89th
Percentile by assets National rank
$245,321
Avg per participant Above avg balance/head
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Official DOL plan name: Excel Engineering, Inc. 401(k) Retirement Savings Plan · Sponsored by Excel Engineering, Inc. · Wisconsin · Professional & Technical Services

$80M in assets, 328 participants

Excel Engineering, Inc.'s Excel Engineering, Inc. 401(k) Retirement Savings Plan reported $80M in total assets and 328 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,136 in Professional & Technical Services (20,173 peers)

Where Excel Engineering, Inc. 401(k) Retirement Savings Plan sits by assets

Excel Engineering, Inc. 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $80M for 328 participants (~$245,321/participant), up 21.6% in 2024.

#18,136
in Professional & Technical Services (20,173 peers)
+21.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Excel Engineering, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Excel Engineering, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$80,465,381 Top 11% higher than 89% 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 Engineering, Inc. 401(k) Retirement 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. Excel Engineering, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (328 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excel Engineering, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $66M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Excel Engineering, Inc. 401(k) Retirement Savings Plan reported net income fell from $16M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Excel Engineering, Inc. 401(k) Retirement Savings Plan reported participants rose from 310 in the plan year 2023 filing to 328 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391689347 · Excel Engineering, Inc. PY 2024 · 401(k)

Excel Engineering, Inc. 401(k) Retirement Savings Plan · $80M · 328 · 89th

  • NET $80M
  • NET 328
  • NET 89th
  • NET 401(k)
  • NET near Ykk Ap America Inc. 401(k) Retirement Plan
  • NET ind #18136

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Excel Engineering, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Highline Warren LLC 401(k) PlanHighline Warren LLC 401(k) P…$80MExcel Engineering, Inc. 401(k) Retirement Savings PlanExcel Engineering, Inc. 401(…$80MYkk Ap America Inc. 401(k) Retirement PlanYkk Ap America Inc. 401(k) R…$80MAviation Systems Engineering Company, Inc. 401(k) Profit Sharing Plan and TrustAviation Systems Engineering…$80MSeafarers International Union Agliw 401(k) PlanSeafarers International Unio…$80M
End-of-year total assets ($M) among Excel Engineering, Inc. 401(k) Retirement 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)$66M
Net Assets (End of Year)$80M
Net Income$14M
Employer EIN391689347
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Engineering, Inc.)

Sponsor-wide plan assets over time

All Excel Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 59.33478827989025% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $50.5M $80.5M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 274 $51M
2023 1 310 $66M
2024 1 328 $80M

Nearby 401(k) Plans in Wisconsin

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

Excel Engineering, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Excel Engineering, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.080465381 · Participants: 328Excel Engineering, Inc. 401(k) Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Excel Engineering, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Excel Engineering, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Excel Engineering, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ykk Ap America Inc. 401(k) Retirement Plan in GA ($80M); by covered participants it is Viking Cloud 401(k) Plan in IL (328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Engineering, Inc. 401(k) Retirement Savings Plan assets move in 2024? ▼
Excel Engineering, Inc. 401(k) Retirement Savings Plan grew sharply - up 21.6% during 2024, from $66M to $80M. Reported net income was $14M.
How have Excel Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Engineering, Inc.'s sponsor-wide assets grew 59.3%, from $51M to $80M.
Where does Excel Engineering, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Excel Engineering, Inc. 401(k) Retirement Savings Plan ranks in the 89th 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 Excel Engineering, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ykk Ap America Inc. 401(k) Retirement Plan in GA ($80M, 910 participants).
Which 401(k) plans cover a similar participant headcount to Excel Engineering, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Viking Cloud 401(k) Plan in IL (328 participants, $20M 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 391689347.

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.