Other · DOL Form 5500 · 2024
Excelsior Charter Group Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $33,715
- Avg per participant Low balance/head
Official DOL plan name: Excelsior Charter Group ERISA 403b Plan · Sponsored by Excelsior Charter Group · California · Educational Services
$4M in assets, 113 participants
Excelsior Charter Group's Excelsior Charter Group ERISA 403b Plan reported $4M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #863 in Educational Services (3,638 peers)
Coverage in California
Excelsior Charter Group ERISA 403b Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $4M.
- #863
- in Educational Services (3,638 peers)
- +32.8%
- assets growth YoY
Excelsior Charter Group ERISA 403b Plan's mid-pack asset rank among Educational Services and all filers
Excelsior Charter Group ERISA 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,809,818 37th percentile higher than 37% 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 Charter Group ERISA 403b 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 Charter Group ERISA 403b Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Excelsior Charter Group ERISA 403b Plan reported participants rose from 84 in the plan year 2023 filing to 113 in the plan year 2024 filing.
- Excelsior Charter Group ERISA 403b Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 474577793 · Excelsior Charter Group PY 2024 · Other
Excelsior Charter Group ERISA 403b Plan · $4M · 113 · 37th
- ASSETS $4M
- ASSETS 113
- ASSETS 37th
- ASSETS Other
- ASSETS near Communities in Schools of Houston Inc 403(b) Tda Plan
- ASSETS ind #863
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 California →
Excelsior Charter Group ERISA 403b Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $940K |
| Employer EIN | 474577793 |
| Plan Effective Date | 2016-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excelsior Charter Group)
Sponsor-wide plan assets over time
All Excelsior Charter Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 29.973666281958078% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 84 | $3M |
| 2024 | 1 | 113 | $4M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Excelsior Charter Group ERISA 403b Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Communities in Schools of Houston Inc 403(b) Tda Plan in TX ($4M); by covered participants it is Msn Air Service in NY (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
- Msn Air Service (NY) 113 · 0 off
- Davidson Academy 403(b)Plan (TN) 113 · 0 off
- National Institute of Aerospace Associates Defined Contribution and Tda Plan (VA) 113 · 0 off
- 403(b) Thrift Plan for Employees of Health Choice Network, Inc. (FL) 113 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.