Defined Benefit (Pension) · DOL Form 5500 · 2024

Excel Building Systems, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
28th
Percentile by assets National rank
$91,978
Avg per participant Below avg balance/head
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Official DOL plan name: Excel Building Systems, Inc. Defined Benefit Plan and Trust · Sponsored by Excel Building Systems, Inc. · Massachusetts · Construction

$2M in assets, 18 participants

Excel Building Systems, Inc.'s Excel Building Systems, Inc. Defined Benefit Plan and Trust reported $2M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,371 in Construction (9,039 peers)

Excel Building Systems, Inc. multi-year trail

Excel Building Systems, Inc.'s plans moved +21.8% in assets from 2022 to 2024; this filing shows Excel Building Systems, Inc. Defined Benefit Plan and Trust at $2M / 18 participants.

#2,371
in Construction (9,039 peers)
+16.0%
assets growth YoY

Excel Building Systems, Inc. Defined Benefit Plan and Trust among the smaller filed plans by assets

Excel Building Systems, Inc. Defined Benefit Plan and Trust vs every filed plan by assets

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

$1,655,606 28th percentile higher than 28% 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 Building Systems, Inc. Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Building Systems, Inc. Defined Benefit Plan and Trust is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excel Building Systems, Inc. Defined Benefit Plan and Trust reported net income rose from $69K in the plan year 2023 filing to $228K in the plan year 2024 filing.
  • Excel Building Systems, Inc. Defined Benefit Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Excel Building Systems, Inc. Defined Benefit Plan and Trust reported participants rose from 17 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042526706 · Excel Building Systems, Inc. PY 2024 · Defined Benefit (Pension)

Excel Building Systems, Inc. Defined Benefit Plan and Trust · $2M · 18 · 28th

  • RANK $2M
  • RANK 18
  • RANK 28th
  • RANK Defined Benefit (Pension)
  • RANK near Chul H. Chai Pension Plan
  • RANK ind #2371

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 Construction retirement plans → · Plans in Massachusetts →

Excel Building Systems, Inc. Defined Benefit Plan and Trust in the asset neighbourhood

Excel Building Systems, Inc. Defined Benefit Plan and TrustExcel Building Systems, Inc.…$2MChul H. Chai Pension Plan$2MLevin Law Group, a Professional Law Corporation Cash Balance PlanLevin Law Group, a Professio…$2MSeth Newman, D.D.S., P.C. Defined Benefit PlanSeth Newman, D.D.S., P.C. De…$2MSerralles Hotel, Inc. Pension PlanSerralles Hotel, Inc. Pensio…$2M
End-of-year total assets ($M) among Excel Building Systems, Inc. Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Excel Building Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Excel Building Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.847727690892366% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.36M $1.66M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 21 $1M
2023 1 17 $1M
2024 1 18 $2M

Excel Building Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$228K
Employer EIN042526706
Plan Effective Date1975-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Excel Building Systems, Inc. Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Excel Building Systems, Inc. Defined Benefit Plan and Trust, Total assets ($B): 0.001655606 · Participants: 18Excel Building Systems, Inc. Defined Benefit Plan and TrustConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Excel Building Systems, Inc. Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Excel Building Systems, Inc. Defined Benefit Plan and Trust side-by-side with 3 peers →

Excel Building Systems, Inc. Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Chul H. Chai Pension Plan in NJ ($2M); by covered participants it is Palco Retirement Plan in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Building Systems, Inc. Defined Benefit Plan and Trust assets move in 2024? ▼
Excel Building Systems, Inc. Defined Benefit Plan and Trust grew sharply - up 16.0% during 2024, from $1M to $2M. Reported net income was $228K.
How have Excel Building Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Building Systems, Inc.'s sponsor-wide assets grew 21.8%, from $1M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Excel Building Systems, Inc. Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chul H. Chai Pension Plan in NJ ($2M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Excel Building Systems, Inc. Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Palco Retirement Plan in CA (18 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 042526706.

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.