Profit Sharing · DOL Form 5500 · 2024
Excelsior Wellness Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $33,592
- Avg per participant Low balance/head
Official DOL plan name: Excelsior Wellness 403(b) Plan · Sponsored by Excelsior Wellness · Washington · Healthcare & Social Assistance
$5M in assets, 151 participants
Excelsior Wellness's Excelsior Wellness 403(b) Plan reported $5M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,677 in Healthcare & Social Assistance (16,916 peers)
Coverage in Washington
Excelsior Wellness 403(b) Plan covers 151 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $5M.
- #7,677
- in Healthcare & Social Assistance (16,916 peers)
- +32.1%
- assets growth YoY
Excelsior Wellness 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Excelsior Wellness 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,072,337 42nd percentile higher than 42% 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
Excelsior Wellness 403(b) 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. Excelsior Wellness 403(b) Plan sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Excelsior Wellness 403(b) Plan reported net income rose from $829K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Excelsior Wellness 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Excelsior Wellness 403(b) Plan reported participants fell from 197 in the plan year 2023 filing to 151 in the plan year 2024 filing.
DOL schedule card
Filing strip 911189908 · Excelsior Wellness PY 2024 · Profit Sharing
Excelsior Wellness 403(b) Plan · $5M · 151 · 42nd
- RANK $5M
- PHOTO 151
- IND 42nd
- EOY Profit Sharing
- 5500 near Stanley Foundation Retirement Plan & Trust Agreeme
- ASSETS ind #7677
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 Healthcare & Social Assistance retirement plans → · Plans in Washington →
Excelsior Wellness 403(b) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 911189908 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excelsior Wellness)
Sponsor-wide plan assets over time
All Excelsior Wellness plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 68.5008407872506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $3M |
| 2023 | 1 | 197 | $4M |
| 2024 | 1 | 151 | $5M |
Nearby Profit Sharing Plans in Washington
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Bill & Melinda Gates Foundation Sharing Retirement Plan $680M · 1,926
- Itron, Inc. Incentive Savings Plan $651M · 2,593
- Multicare Health System Retirement Account Plan $562M · 11,865
- SEIU 775 Secure Retirement Plan $498M · 72,804
- Western Washington Painters Defined Contribution Pension Plan $263M · 1,633
Excelsior Wellness 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Washington, the nearest Profit Sharing by assets is Stanley Foundation Retirement Plan & Trust Agreeme in IA ($5M); by covered participants it is Inmediata Health Group 1081. 01(D) Plan in PR (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (151 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.