Plan Ledger DOL Form 5500 · updated monthly

Excel Industries, Inc.401(k)

EXCEL INDUSTRIES, INC. EMPLOYEES 401(K) SAVINGS PLAN · HESSTON, KS · plan year 2022

Reported admin expense ratio · 2022
0.35%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Excel Industries, Inc. reported $148,589 in plan administrative expenses for 2022: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,425 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 184th-largest of 828 plans among Kansas employers on file, and the 3,993rd of 13,661 in manufacturing. In 2022, employees put in $3.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,497,615
Participants with balances1,019
Active participants774
Employer contributions$1,102,786
Employee contributions$3,609,129
Employer contribution per active participant$1,425
Average account balance$34,836
Benefits paid to participants$10,076,344
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$35.5M · 1,019 accts · $1.1M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$148,589
Total administrative$148,589
The Excel Industries, Inc. 401(k) match · 2022
Employer contribution per active participant$1,425
Median for plans this size$2,266

Excel Industries, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$148,589 · 0.35%
Similar plansManufacturing · Kansas
Kcg, Inc. KS$40.9M · 0.40%
Lawrence Paper Company KS$37.6M · 0.19%
Metal-Fab, Inc. KS$37.3M · 0.20%
Preco, LLC KS$37.1M · 0.28%
Great Plains Ventures, Inc. KS$33.3M · 0.40%
Atlas Aerospace, LLC KS$32.7M · 0.36%
Envision Inc. KS$32.6M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480663592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.