401(k) · DOL Form 5500 · 2024

Exel Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
479
Participants Below avg headcount
76th
Percentile by assets National rank
$56,370
Avg per participant Low balance/head
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Official DOL plan name: Exel 401(k) Savings Plan · Sponsored by Exel Inc. · Ohio · Transportation & Warehousing

$27M in assets, 479 participants

Exel Inc.'s Exel 401(k) Savings Plan reported $27M in total assets and 479 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,481 in Transportation & Warehousing (3,299 peers)

Where Exel 401(k) Savings Plan sits by assets

Exel 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $27M for 479 participants (~$56,370/participant), up 6.7% in 2024.

#2,481
in Transportation & Warehousing (3,299 peers)
+6.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Exel 401(k) Savings Plan's outsized position by total assets

Exel 401(k) Savings Plan vs every filed plan by assets

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

$27,001,205 Top 24% higher than 76% 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

Exel 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. Exel 401(k) Savings Plan sits mid-pack in the medium band (479 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exel 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Exel 401(k) Savings Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Exel 401(k) Savings Plan reported participants rose from 457 in the plan year 2023 filing to 479 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042801160 · Exel Inc. PY 2024 · 401(k)

Exel 401(k) Savings Plan · $27M · 479 · 76th

  • ASSETS $27M
  • PCT 479
  • EIN 76th
  • RANK 401(k)
  • PHOTO near Cal Farley's 401(k) Plan
  • IND ind #2481

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 Transportation & Warehousing retirement plans → · Plans in Ohio →

Exel 401(k) Savings Plan in the asset neighbourhood

Exel 401(k) Savings Plan$27MCal Farley's 401(k) Plan$27MPioneer Bank, National Association 401(k) Savings PlanPioneer Bank, National Assoc…$27MPortland Gastroenterology Associates, P.a. Profit Sharing PlanPortland Gastroenterology As…$27MMoxtek 401(k) Plan$27M
End-of-year total assets ($M) among Exel 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)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN042801160
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exel Inc.)

Sponsor-wide plan assets over time

All Exel Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 46.44641443459776% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B 202220232024 $0.85B $1.24B ▲ +45.9%
Year Plans Participants Total Assets
2022 2 34,293 $848M
2023 2 38,351 $1.1B
2024 2 36,953 $1.2B

Nearby 401(k) Plans in Ohio

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

Exel 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Exel 401(k) Savings Plan, Total assets ($B): 0.027001205 · Participants: 479Exel 401(k) Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Exel 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Exel 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Cal Farley's 401(k) Plan in TX ($27M); by covered participants it is Sonnenalp Properties Profit Sharing Plan in CO (479 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (479 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 Exel 401(k) Savings Plan assets move in 2024? ▼
Exel 401(k) Savings Plan grew at a solid clip - up 6.7% during 2024, from $25M to $27M. Reported net income was $2M.
How have Exel Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exel Inc.'s sponsor-wide assets grew 46.4%, from $848M to $1.2B.
Where does Exel 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Exel 401(k) Savings Plan ranks in the 76th 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 Exel 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cal Farley's 401(k) Plan in TX ($27M, 273 participants).
Which 401(k) plans cover a similar participant headcount to Exel 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sonnenalp Properties Profit Sharing Plan in CO (479 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 042801160.

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.