How big is Ohio Excels' plan?

Ohio Excels' plan reported $811K in assets and 5 participants for 2025.

Original filing (PDF)20260424083219NAL0011891618001

Ohio Excels

Name: Ohio Excels — Ohio Excels 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: Ohio Excels
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ohio Excels 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Ohio Excels' Ohio Excels 401(k) Profit Sharing Plan & Trust held $811K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$811K

Net assets (EOY)

$811K

Plan identifiers

Ohio Excels' EIN is 83-1391462.

EIN 83-1391462

Plan number 001

Plan year 2025

ACK ID 20260424083219NAL0011891618001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ohio Excels from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ohio Excels' 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 OHIO EXCELS.

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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