401(k) · DOL Form 5500 · 2024

Excelitas Technologies 401(k) Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
899
Participants Near avg headcount
94th
Percentile by assets National rank
$193,177
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excelitas Technologies Savings Plan · Sponsored by Excelitas Technologies · Massachusetts · Wholesale Trade

$174M in assets, 899 participants

Excelitas Technologies's Excelitas Technologies Savings Plan reported $174M in total assets and 899 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #5,782 in Wholesale Trade (6,080 peers)

Where Excelitas Technologies Savings Plan sits by assets

Excelitas Technologies Savings Plan sits in the top 10% of all filed plans by assets, $174M for 899 participants (~$193,177/participant), up 26.4% in 2024.

#5,782
in Wholesale Trade (6,080 peers)
+26.4%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Excelitas Technologies Savings Plan's outsized position by total assets

Excelitas Technologies Savings Plan vs every filed plan by assets

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

$173,666,439 Top 6% higher than 94% 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

Excelitas Technologies 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. Excelitas Technologies Savings Plan sits mid-pack in the medium band (899 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excelitas Technologies Savings Plan end-of-year assets rose from $137M in the plan year 2023 filing to $174M in the plan year 2024 filing.
  • Excelitas Technologies Savings Plan reported net income rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Excelitas Technologies Savings Plan reported participants fell from 972 in the plan year 2023 filing to 899 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611624649 · Excelitas Technologies PY 2024 · 401(k)

Excelitas Technologies Savings Plan · $174M · 899 · 94th

  • BOY $174M
  • SCH 899
  • EBSA 94th
  • PART 401(k)
  • TYPE near Pathward, National Association 401(k) Plan
  • NET ind #5782

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Excelitas Technologies Savings Plan in the asset neighbourhood

Herr Foods Inc. Retirement PlanHerr Foods Inc. Retirement P…$174MExcelitas Technologies Savings PlanExcelitas Technologies Savin…$174MPathward, National Association 401(k) PlanPathward, National Associati…$174MSos International LLC 401(k) Profit Sharing PlanSos International LLC 401(k)…$174MRhode Island Medical Imaging, Inc. Profit Sharing PlanRhode Island Medical Imaging…$174M
End-of-year total assets ($M) among Excelitas Technologies 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)$137M
Net Assets (End of Year)$174M
Net Income$28M
Employer EIN611624649
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelitas Technologies)

Sponsor-wide plan assets over time

All Excelitas Technologies plans reported in each filing year

Latest sponsor-wide plan assets
$174M 52.48716164708126% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $114M $174M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 942 $114M
2023 1 972 $137M
2024 1 899 $174M

Nearby 401(k) Plans in Massachusetts

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

Excelitas Technologies Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Excelitas Technologies Savings Plan, Total assets ($B): 0.173666439 · Participants: 899Excelitas Technologies Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Excelitas Technologies Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Outside Massachusetts, the nearest 401(k) by assets is Pathward, National Association 401(k) Plan in SD ($174M); by covered participants it is Informdata LLC 401(k) Plan in GA (899 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($174M here).

Similar participant headcount

Nearest other-state filings by covered participants (899 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 Excelitas Technologies Savings Plan assets move in 2024?
Excelitas Technologies Savings Plan grew sharply - up 26.4% during 2024, from $137M to $174M. Reported net income was $28M.
How have Excelitas Technologies plan assets changed over time?
Across 3 plan years on file (2022-2024), Excelitas Technologies's sponsor-wide assets grew 52.5%, from $114M to $174M.
Where does Excelitas Technologies Savings Plan rank by assets among Form 5500 filers?
Excelitas Technologies Savings Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Excelitas Technologies Savings Plan?
Among 401(k) plans in other states, the closest by assets is Pathward, National Association 401(k) Plan in SD ($174M, 1,241 participants).
Which 401(k) plans cover a similar participant headcount to Excelitas Technologies Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Informdata LLC 401(k) Plan in GA (899 participants, $11M in assets).