401(k) · DOL Form 5500 · 2024

Excell Marketing, L.C. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
438
Participants Below avg headcount
77th
Percentile by assets National rank
$67,546
Avg per participant Below avg balance/head
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Official DOL plan name: Excell Marketing, L.C. Profit Sharing Plan · Sponsored by Excell Marketing, L.C. · Iowa · Wholesale Trade

$30M in assets, 438 participants

Excell Marketing, L.C.'s Excell Marketing, L.C. Profit Sharing Plan reported $30M in total assets and 438 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,579 in Wholesale Trade (6,080 peers)

Where Excell Marketing, L.C. Profit Sharing Plan sits by assets

Excell Marketing, L.C. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $30M for 438 participants (~$67,546/participant), up 5.7% in 2024.

#4,579
in Wholesale Trade (6,080 peers)
+5.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Excell Marketing, L.C. Profit Sharing Plan's outsized position by total assets

Excell Marketing, L.C. Profit Sharing Plan vs every filed plan by assets

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

$29,585,246 Top 23% higher than 77% 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

Excell Marketing, L.C. Profit Sharing 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. Excell Marketing, L.C. Profit Sharing Plan sits mid-pack in the medium band (438 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excell Marketing, L.C. Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Excell Marketing, L.C. Profit Sharing Plan reported participants rose from 364 in the plan year 2023 filing to 438 in the plan year 2024 filing.
  • Excell Marketing, L.C. Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421444611 · Excell Marketing, L.C. PY 2024 · 401(k)

Excell Marketing, L.C. Profit Sharing Plan · $30M · 438 · 77th

  • PART $30M
  • TYPE 438
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Wichita Urology Group, P.a. Savings Plan
  • BOY ind #4579

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 Iowa →

Excell Marketing, L.C. Profit Sharing Plan in the asset neighbourhood

Excell Marketing, L.C. Profit Sharing PlanExcell Marketing, L.C. Profi…$30MWichita Urology Group, P.a. Savings PlanWichita Urology Group, P.a. …$30MTechline, Inc. 401(k) Savings & Retirement PlanTechline, Inc. 401(k) Saving…$30MKoopman Lumber Company, Inc. 401(k) Profit Sharing PlanKoopman Lumber Company, Inc.…$30MKamco Supply Corp of New England Retirement PlanKamco Supply Corp of New Eng…$30M
End-of-year total assets ($M) among Excell Marketing, L.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN421444611
Plan Effective Date1975-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excell Marketing, L.C.)

Sponsor-wide plan assets over time

All Excell Marketing, L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 23.62975100878489% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.9M $29.6M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 312 $24M
2023 1 364 $28M
2024 1 438 $30M

Nearby 401(k) Plans in Iowa

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

Excell Marketing, L.C. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Excell Marketing, L.C. Profit Sharing Plan, Total assets ($B): 0.029585246 · Participants: 438Excell Marketing, L.C. Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Excell Marketing, L.C. Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Excell Marketing, L.C. Profit Sharing Plan side-by-side with 3 peers →

Excell Marketing, L.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Wichita Urology Group, P.a. Savings Plan in KS ($30M); by covered participants it is Forgerock 401(k) Plan in CA (438 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (438 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 Excell Marketing, L.C. Profit Sharing Plan assets move in 2024? ▼
Excell Marketing, L.C. Profit Sharing Plan grew at a solid clip - up 5.7% during 2024, from $28M to $30M. Reported net income was $2M.
How have Excell Marketing, L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excell Marketing, L.C.'s sponsor-wide assets grew 23.6%, from $24M to $30M.
Where does Excell Marketing, L.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Excell Marketing, L.C. Profit Sharing Plan ranks in the 77th 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 Excell Marketing, L.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wichita Urology Group, P.a. Savings Plan in KS ($30M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Excell Marketing, L.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Forgerock 401(k) Plan in CA (438 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 421444611.

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.