401(k) · DOL Form 5500 · 2024

Excelth, Incorporated 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
109
Participants Small participant base
33rd
Percentile by assets National rank
$26,100
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated · Sponsored by Excelth, Incorporated · Louisiana · Other Services

$3M in assets, 109 participants

Excelth, Incorporated's Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated reported $3M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,425 in Other Services (7,719 peers)

Coverage in Louisiana

Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated covers 109 participants in Louisiana, about 22% of the average Louisiana filer (state average ~495 per filing). Assets: $3M.

#4,425
in Other Services (7,719 peers)
+25.2%
assets growth YoY

Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated among the smaller filed plans by assets

Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated vs every filed plan by assets

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

$2,844,865 33rd percentile higher than 33% 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

Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated 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. Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated reported participants fell from 117 in the plan year 2023 filing to 109 in the plan year 2024 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated reported net income rose from $537K in the plan year 2023 filing to $573K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 721193463 · Excelth, Incorporated PY 2024 · 401(k)

Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated · $3M · 109 · 33rd

  • EOY $3M
  • 5500 109
  • ASSETS 33rd
  • PCT 401(k)
  • EIN near Accessdx 401(k) Plan
  • RANK ind #4425

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 Other Services retirement plans → · Plans in Louisiana →

Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated in the asset neighbourhood

Bkjb, Inc. 401(k) Plan$3MSafe-Harbor 403(b) Thrift Plan for Employees of Excelth, IncorporatedSafe-Harbor 403(b) Thrift Pl…$3MAccessdx 401(k) Plan$3MSecurity Walls 401(k) Profit Sharing Plan and TrustSecurity Walls 401(k) Profit…$3MCommonwealth Casualty Company 401(k) PlanCommonwealth Casualty Compan…$3M
End-of-year total assets ($M) among Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$573K
Employer EIN721193463
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelth, Incorporated)

Sponsor-wide plan assets over time

All Excelth, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$3M 63.972472067159856% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.73M $2.84M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 106 $2M
2023 1 117 $2M
2024 1 109 $3M

Nearby 401(k) Plans in Louisiana

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

Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated, Total assets ($B): 0.002844865 · Participants: 109Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, IncorporatedLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated side-by-side with 3 peers →

Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Accessdx 401(k) Plan in TX ($3M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated assets move in 2024? ▼
Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated grew sharply - up 25.2% during 2024, from $2M to $3M. Reported net income was $573K.
How have Excelth, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelth, Incorporated's sponsor-wide assets grew 64.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated? ▼
Among 401(k) plans in other states, the closest by assets is Accessdx 401(k) Plan in TX ($3M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 403(b) Thrift Plan for Employees of Excelth, Incorporated? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M 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 721193463.

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.