· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EXXEL PACIFIC, INC. — EXXEL PACIFIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008110951NAL0002946435001
EXXEL PACIFIC, INC.
Form 5500
FILING_RECEIVED
EXXEL PACIFIC, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
142
Accounts w/ balance
182
Plan assets (EOY)
$38.8M
Net assets (EOY)
$2.1M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EXXEL PACIFIC, INC.
.
Find decision makers
Plan sponsor
Name
EXXEL PACIFIC, INC.
EIN
91-1443056
Address
323 TELEGRAPH ROAD · BELLINGHAM, WA · 98226
Phone
(360) 734-2872
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
LARSON GROSS ASSURANCE, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $38.8M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Exxel Pacific, Inc. 100,000 common shares
—
—
$53.0M
$38.8M
100.0%
Related plans
Similar-size Construction plans
BLACH CONSTRUCTION COMPANY
BLACH CONSTRUCTION COMPANY RETIREMENT PLAN
$38.8M · 101 participants
SAMET CORPORATION
SAMET CORPORATION 401(K) PROFIT SHARING PLAN
$38.8M · 553 participants
M. A. MORTENSON COMPANY
M. A. MORTENSON COMPANY RETIREMENT SAVINGS PLAN AND TRUST FOR TRADE EMPLOYEES
$38.7M · 3,735 participants
BARR & BARR, INC.
EMPLOYEES' BENEFIT PLAN OF BARR & BARR, INC.
$38.6M · 118 participants
THE DON CHAPIN CO., INC.
THE DON CHAPIN CO., INC. 401(K) PLAN
100
Knocking points off
Top holding "Exxel Pacific, Inc. 100,000 common shares" is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
$38.6M · 271 participants
NIBBI BROTHERS ASSOCIATES, INC.
NIBBI BROS. ASSOCIATES, INC. 401(K) PLAN
$39.0M · 128 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
