Other · DOL Form 5500 · 2023
Excelsior Charter Group Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $34,896
- Avg per participant Low balance/head
Official DOL plan name: Excelsior Charter Group ERISA 403(b) Plan · Sponsored by Excelsior Charter Group · California · Educational Services
$3M in assets, 84 participants
Excelsior Charter Group's Excelsior Charter Group ERISA 403(b) Plan reported $3M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #871 in Educational Services (3,735 peers)
Excelsior Charter Group multi-year trail
Excelsior Charter Group's plans moved +30.0% in assets from 2023 to 2024; this filing shows Excelsior Charter Group ERISA 403(b) Plan at $3M / 84 participants.
- #871
- in Educational Services (3,735 peers)
- +50.4%
- assets growth YoY
Excelsior Charter Group ERISA 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Excelsior Charter Group ERISA 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,931,223 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Excelsior Charter Group ERISA 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excelsior Charter Group ERISA 403(b) Plan is a small filing (84 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 474577793 · Excelsior Charter Group PY 2023 · Other
Excelsior Charter Group ERISA 403(b) Plan · $3M · 84 · 35th
- 5500 $3M
- 5500 84
- 5500 35th
- 5500 Other
- 5500 near 403(b) Thrift Plan for Employees of Economic Improvement Council, Inc.
- 5500 ind #871
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 403(b) Plan in the asset neighbourhood
Excelsior Charter Group multi-year asset trail
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 |
Excelsior Charter Group filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $982K |
| Employer EIN | 474577793 |
| Plan Effective Date | 2016-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Excelsior Charter Group ERISA 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan for Employees of Economic Improvement Council, Inc. in NC ($3M); by covered participants it is Wheaton Academy 403(b) DC Plan in IL (84 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 (84 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.