Other · DOL Form 5500 · 2024

Excelsior Academy Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
155
Participants Small participant base
46th
Percentile by assets National rank
$40,795
Avg per participant Low balance/head
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Official DOL plan name: Excelsior Academy Retirement Plan · Sponsored by Excelsior Academy · Utah · Educational Services

$6M in assets, 155 participants

Excelsior Academy's Excelsior Academy Retirement Plan reported $6M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,105 in Educational Services (3,638 peers)

Coverage in Utah

Excelsior Academy Retirement Plan covers 155 participants in Utah, about 26% of the average Utah filer (state average ~592 per filing). Assets: $6M.

#1,105
in Educational Services (3,638 peers)
+25.9%
assets growth YoY

Excelsior Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Excelsior Academy Retirement Plan vs every filed plan by assets

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

$6,323,275 46th percentile higher than 46% 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

Excelsior Academy Retirement 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 Academy Retirement Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excelsior Academy Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Excelsior Academy Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Excelsior Academy Retirement Plan reported participants rose from 145 in the plan year 2023 filing to 155 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260806243 · Excelsior Academy PY 2024 · Other

Excelsior Academy Retirement Plan · $6M · 155 · 46th

  • NET $6M
  • NET 155
  • NET 46th
  • NET Other
  • NET near Texas A&m Foundation Employees' 403(b) Plan
  • NET ind #1105

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 Educational Services retirement plans → · Plans in Utah →

Excelsior Academy Retirement Plan in the asset neighbourhood

Excelsior Academy Retirement PlanExcelsior Academy Retirement…$6MTexas A&m Foundation Employees' 403(b) PlanTexas A&m Foundation Employe…$6MUniversal Primary Care 403(b) PlanUniversal Primary Care 403(b…$6MTax Sheltered Annuity Plan for Employees of Silverstone by HuntTax Sheltered Annuity Plan f…$6MFort Bend Christian Academy 403b PlanFort Bend Christian Academy …$6M
End-of-year total assets ($M) among Excelsior Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN260806243
Plan Effective Date2009-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Academy)

Sponsor-wide plan assets over time

All Excelsior Academy plans reported in each filing year

Latest sponsor-wide plan assets
$6M 65.608274239356% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.82M $6.32M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 162 $4M
2023 1 145 $5M
2024 1 155 $6M

Nearby Other Plans in Utah

Peer Other plans, same state, same plan type, ranked by total assets.

Excelsior Academy Retirement Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300400 Total assets ($M) Participants Excelsior Academy Retirement Plan, Total assets ($M): 6.323275 · Participants: 155Excelsior Academy Retirement PlanIntermountain Health 403(b) Plan, Total assets ($M): 341.695 · Participants: 44356Intermountain Health 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 188.657521 · Participants: 293Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 118.559543 · Participants: 1229Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 86.737344 · Participants: 331Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 53.299845 · Participants: 178Children's Miracle Network 403(b) Plan
Excelsior Academy Retirement Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Excelsior Academy Retirement Plan side-by-side with 3 peers →

Excelsior Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Texas A&m Foundation Employees' 403(b) Plan in TX ($6M); by covered participants it is The Derryfield School Defined Contribution Retirement Plan in NH (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Excelsior Academy Retirement Plan assets move in 2024? ▼
Excelsior Academy Retirement Plan grew sharply - up 25.9% during 2024, from $5M to $6M. Reported net income was $1M.
How have Excelsior Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior Academy's sponsor-wide assets grew 65.6%, from $4M to $6M.
Which Other plans are similar in size to Excelsior Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Texas A&m Foundation Employees' 403(b) Plan in TX ($6M, 177 participants).
Which Other plans cover a similar participant headcount to Excelsior Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Derryfield School Defined Contribution Retirement Plan in NH (155 participants, $31M 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 260806243.

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.