401(k) · DOL Form 5500 · 2024

Advisors Excel, LLC 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
931
Participants Near avg headcount
88th
Percentile by assets National rank
$79,319
Avg per participant Below avg balance/head
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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.

  • #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.

#6,964
in Finance & Insurance (8,549 peers)
+22.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Advisors Excel, LLC 401(k) P/S Plan's outsized position 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

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

Advisors Excel, LLC 401(k) P/S 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. Advisors Excel, LLC 401(k) P/S Plan sits mid-pack in the medium band (931 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Plan-year Form 5500 strip

Filing strip 202111111 · Advisors Excel, LLC PY 2024 · 401(k)

Advisors Excel, LLC 401(k) P/S Plan · $74M · 931 · 88th

  • VS-ST $74M
  • BOY 931
  • SCH 88th
  • EBSA 401(k)
  • PART near Slr International Corporation 401(k) Savings Plan
  • TYPE ind #6964

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 Finance & Insurance retirement plans → · Plans in Kansas →

Advisors Excel, LLC 401(k) P/S Plan in the asset neighbourhood

Delta Dental of Wisconsin, Inc. Retirement PlanDelta Dental of Wisconsin, I…$74MAdvisors Excel, LLC 401(k) P/S PlanAdvisors Excel, LLC 401(k) P…$74MSlr International Corporation 401(k) Savings PlanSlr International Corporatio…$74MTower Hill Insurance Group, LLC 401(k) PlanTower Hill Insurance Group, …$74MAmphenol Affiliated Companies Employee Savings 401(k) PlanAmphenol Affiliated Companie…$74M
End-of-year total assets ($M) among Advisors Excel, LLC 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$74M
Net Income$16M
Employer EIN202111111
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advisors Excel, LLC)

Sponsor-wide plan assets over time

All Advisors Excel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$74M 61.718281914743% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.7M $73.9M ▲ +61.7%
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 Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Advisors Excel, LLC 401(k) P/S Plan, Total assets ($B): 0.073845563 · Participants: 931Advisors Excel, LLC 401(k) P/S PlanKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Advisors Excel, LLC 401(k) P/S Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Advisors Excel, LLC 401(k) P/S Plan side-by-side with 3 peers →

Advisors Excel, LLC 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Slr International Corporation 401(k) Savings Plan in WA ($74M); by covered participants it is Allan Myers Salaried 401(k) Retirement Plan in PA (931 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (931 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 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).
Which 401(k) plans cover a similar participant headcount to Advisors Excel, LLC 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allan Myers Salaried 401(k) Retirement Plan in PA (931 participants, $210M 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 202111111.

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.