Profit Sharing · DOL Form 5500 · 2024
Excel Personnel, Inc. 401(k) P/S Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $483,229
- Avg per participant High balance/head
Official DOL plan name: Excel Personnel, Inc. 401(k) Profit Sharing Plan · Sponsored by Excel Personnel, Inc. 401(k) P/S · Colorado · Administrative & Support Services
$2M in assets, 4 participants
Excel Personnel, Inc. 401(k) P/S's Excel Personnel, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #2,319 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Excel Personnel, Inc. 401(k) Profit Sharing Plan ranks #2,319 of 4,368 2024 filers by assets (1493% of the sector average)-$2M for 4 participants.
- #2,319
- in Administrative & Support Services (4,368 peers)
- -19.5%
- assets change YoY
The plan reported a net loss of $436K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Excel Personnel, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Excel Personnel, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,932,915 29th percentile higher than 29% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Excel Personnel, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Personnel, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Excel Personnel, Inc. 401(k) Profit Sharing Plan reported net income fell from $233K in the plan year 2023 filing to -$436K in the plan year 2024 filing.
- Excel Personnel, Inc. 401(k) Profit Sharing Plan reported participants fell from 6 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Excel Personnel, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 330383131 · Excel Personnel, Inc. 401(k) P/S PY 2024 · Profit Sharing
Excel Personnel, Inc. 401(k) Profit Sharing Plan · $2M · 4 · 29th
- BOY $2M
- SCH 4
- EBSA 29th
- PART Profit Sharing
- TYPE near Saylaco Incorporated Profit Sharing Plan & Trust
- NET ind #2319
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 Administrative & Support Services retirement plans → · Plans in Colorado →
Excel Personnel, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$436K |
| Employer EIN | 330383131 |
| Plan Effective Date | 1991-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excel Personnel, Inc. 401(k) P/S)
Sponsor-wide plan assets over time
All Excel Personnel, Inc. 401(k) P/S plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 9.472208666133998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 4 | $2M |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $60M · 656
- Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
- Amended & Restated Profit Sharing Plan of Midwest Pms $39M · 163
- Peterson Company Profit-Sharing Plan $22M · 30
- Morgan Energy Corporation Profit Sharing Plan $20M · 1
Excel Personnel, Inc. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Saylaco Incorporated Profit Sharing Plan & Trust in WI ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.