401(k) · DOL Form 5500 · 2024

Advisors Excel, LLC 401(k) Plan

Data updated 2026-08-11

$74M
Total assets: 931
Participants: 88th
Percentile by assets: $79,319
Avg per participant

Official DOL plan name: Advisors Excel, LLC 401(k) P/S Plan · Sponsored by Advisors Excel, LLC · Kansas · Finance & Insurance

$74M in assets, 931 participants

Advisors Excel, LLC's Advisors Excel, LLC 401(k) P/S Plan reported $74M in total assets and 931 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 123,622 plans)
#6,964 in Finance & Insurance (8,549 peers)

Coverage in Kansas

Advisors Excel, LLC 401(k) P/S Plan covers 931 participants in Kansas, 2.6x the typical Kansas plan (state average ~360 per filing). Assets: $74M.

$74M
total plan assets (2024 EOY): 931
covered participants: 88th
percentile by assets (of 123,622 plans): $79,319
avg assets per participant

Where Advisors Excel, LLC 401(k) P/S Plan sits by total assets

Advisors Excel, LLC 401(k) P/S Plan vs every filed plan by assets

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

$73,845,563 Top 12% higher than 88% 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

Advisors Excel, LLC 401(k) P/S Plan end-of-year assets rose from $60M in the plan year 2023 filing to $74M in the plan year 2024 filing.
Advisors Excel, LLC 401(k) P/S Plan reported net income rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Advisors Excel, LLC 401(k) P/S Plan reported participants rose from 872 in the plan year 2023 filing to 931 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Kansas

Industry

Finance & Insurance

Participants vs Kansas filers

In Kansas, the average filing covers about 360 participants across 1,174 plans. Advisors Excel, LLC 401(k) P/S Plan reports 931 participants - 2.6x that state average ($74M EOY assets).

Kansas filing particulars

Total Assets (Beginning of Year)	$60M
Net Assets (End of Year)	$74M
Net Income	$16M
Employer EIN	202111111
Plan Effective Date	2007-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Advisors Excel, LLC)

Total plan assets by year, all Advisors Excel, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	803	$46M
2023	1	872	$60M
2024	1	931	$74M

Nearby 401(k) Plans in Kansas

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

Advisors Excel, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

Koch Employees' Savings Plan $4.3B · 11,423
Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
Black & Veatch Retirement Program $3.0B · 7,438
Garmin International, Inc. Retirement Plan $2.2B · 7,082
Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736

Compare Advisors Excel, LLC 401(k) P/S Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Advisors Excel, LLC 401(k) P/S Plan by total assets, not by location.

Slr International Corporation 401(k) Savings Plan (WA) $74M · 470
Tower Hill Insurance Group, LLC 401(k) Plan (FL) $74M · 552
Amphenol Affiliated Companies Employee Savings 401(k) Plan (CT) $74M · 913
Delta Dental of Wisconsin, Inc. Retirement Plan (WI) $74M · 361

Frequently Asked Questions

How did Advisors Excel, LLC 401(k) P/S Plan assets move in 2024? ▼

Advisors Excel, LLC 401(k) P/S Plan grew sharply - up 22.6% during 2024, from $60M to $74M. Reported net income was $16M.

How have Advisors Excel, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Advisors Excel, LLC's sponsor-wide assets grew 61.7%, from $46M to $74M.

Where does Advisors Excel, LLC 401(k) P/S Plan rank by assets among Form 5500 filers? ▼

Advisors Excel, LLC 401(k) P/S Plan ranks in the 88th 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 Advisors Excel, LLC 401(k) P/S Plan? ▼

Among 401(k) plans in other states, the closest by assets is Slr International Corporation 401(k) Savings Plan in WA ($74M, 470 participants).

Next read for Advisors Excel, LLC 401(k) P/S Plan

Filing takeaways

Ways to act on Advisors Excel, LLC 401(k) P/S Plan's numbers.

By total assets, Advisors Excel, LLC 401(k) P/S Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Kansas. Compare plans
Advisors Excel, LLC's sponsor-wide assets have grown 61.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 202111111.