Other · DOL Form 5500 · 2024

Excelsior Charter Group Retirement Plan

Data updated 2026-08-11

$4M
Total assets
113
Participants
37th
Percentile by assets
$33,715
Avg per participant
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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.

  • 37th percentile by assets (of 123,622 plans)
  • #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.

$4M
total plan assets (2024 EOY)
113
covered participants
37th
percentile by assets (of 123,622 plans)
$33,715
avg assets per participant

Where Excelsior Charter Group ERISA 403b Plan sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Excelsior Charter Group ERISA 403b Plan reports 113 participants - about 18% of that state average ($4M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$940K
Employer EIN474577793
Plan Effective Date2016-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior Charter Group)

$2.5M$3M$3.5M$4M 20232024 $2.93M $3.81M ▲ +30.0%
Total plan assets by year, all Excelsior Charter Group plans on file
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.

Excelsior Charter Group ERISA 403b Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Excelsior Charter Gr…, Total assets ($B): 0.003809818 · Participants: 113Excelsior Charter Gr…Stanford Contributor…, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirem…University of Southe…, Total assets ($B): 4.81831751 · Participants: 20886University of Southe…
Excelsior Charter Group ERISA 403b Plan vs. nearby Other plans in California, assets vs. participants
Compare Excelsior Charter Group ERISA 403b Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Excelsior Charter Group ERISA 403b Plan by total assets, not by location.

Frequently Asked Questions

How did Excelsior Charter Group ERISA 403b Plan assets move in 2024? ▼
Excelsior Charter Group ERISA 403b Plan surged - up 32.8% during 2024, from $3M to $4M. Reported net income was $940K.
How have Excelsior Charter Group plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Excelsior Charter Group's sponsor-wide assets grew 30.0%, from $3M to $4M.
Which Other plans are similar in size to Excelsior Charter Group ERISA 403b Plan? ▼
Among Other plans in other states, the closest by assets is Communities in Schools of Houston Inc 403(b) Tda Plan in TX ($4M, 226 participants).

Next read for Excelsior Charter Group ERISA 403b Plan

Filing takeaways

Ways to act on Excelsior Charter Group ERISA 403b Plan's numbers.

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 474577793.

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.