How big is Excel Physical Therapy's plan?

Excel Physical Therapy's plan reported $853K in assets and 8 participants for 2024.

Original filing (PDF)20250703092654NAL0000142755001

Excel Physical Therapy

Name: Excel Physical Therapy — Excel Physical Therapy, Form 5500 (2024)
Creator: Excel Physical Therapy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel Physical Therapy 401(k) Plan

401(k) retirement plan · Excel Physical Therapy's Excel Physical Therapy 401(k) Plan held $853K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

Plan identifiers

Excel Physical Therapy's EIN is 26-4041981.

EIN 26-4041981

Plan number 001

Plan year 2024

ACK ID 20250703092654NAL0000142755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excel Physical Therapy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Excel Physical Therapy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCEL PHYSICAL THERAPY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

EXCEL PHYSICAL THERAPY

EIN

all filings

Address

480 N KOELLER STREET · OSHKOSH, WI · 54902

Phone

(920) 233-8739

Industry

Health Care & Social Assistance

Plan administrator