Excalibur Associates, Inc. 401(k) Plan: Login, Facts & Contact Information
Excalibur Associates, Inc. 401(k) Login
43 former Excalibur Associates, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Excalibur Associates, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $853,286 went into the plan in contributions, $628,050 of it from the employer (74%).
- $538,516 was paid out to participants.
- Investment and other income added $391,719.
- Administrative expenses were $20,915, about $94 per account.
How the Excalibur Associates, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 48 | $2.16 million | $35,403 | $738,688 |
| 2020 | 47 | $2.73 million | $486,331 | $271,692 |
| 2021 | 143 | $2.89 million | $679,333 | $1.02 million |
| 2022 | 231 | $2.73 million | $567,111 | $443,907 |
| 2023 | 283 | $3.24 million | $589,040 | $629,359 |
| 2024 | 288 | $3.92 million | $628,050 | $538,516 |
Excalibur Associates, Inc. 401(k) Contact Information
Questions about the Excalibur Associates, Inc. 401(k)
Does Excalibur Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $628,050, 74% of all contributions.
Does the Excalibur Associates, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Excalibur Associates, Inc 401(k) plan?
288 participants at the start of plan year 2024, 208 of them active employees, and 43 former employees who still had money in the plan.
What is the average 401(k) balance at Excalibur Associates, Inc?
About $17,589 per account: $3.92 million in plan assets across 223 accounts with a balance at the end of plan year 2024.
Who manages the Excalibur Associates, Inc 401(k) accounts?
The Standard (listed on the filing as STANCORP FINANCIAL GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Excalibur Associates, Inc. How do I access my 401(k)?
Your account stays with The Standard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.