ESOP · DOL Form 5500 · 2022

X-Cel Tooling, Inc. ESOP

Data updated 2026-08-11

$25M
Total assets
48
Participants
80th
Percentile by assets
$523,170
Avg per participant
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Official DOL plan name: X-Cel Tooling, Inc. Employee Stock Ownership Plan · Sponsored by X-Cel Tooling, Inc. · Wisconsin · Manufacturing

$25M in assets, 48 participants

X-Cel Tooling, Inc.'s X-Cel Tooling, Inc. Employee Stock Ownership Plan reported $25M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 80th percentile by assets (of 139,126 plans)
  • #14,924 in Manufacturing (20,602 peers)

Where X-Cel Tooling, Inc. Employee Stock Ownership Plan sits by assets

X-Cel Tooling, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 48 participants (~$523,170/participant), up 3.1% in 2022.

$25M
total plan assets (2022 EOY)
48
covered participants
80th
percentile by assets (of 139,126 plans)
$523,170
avg assets per participant
State
Industry

X-Cel Tooling, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, X-Cel Tooling, Inc. Employee Stock Ownership Plan outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$745K
Employer EIN391585617
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (X-Cel Tooling, Inc.)

$23M$24M$25M$26M 202220232024 $25.1M $23.4M ▼ -7.0%
Total plan assets by year, all X-Cel Tooling, Inc. plans on file
Year Plans Participants Total Assets
2022 1 48 $25M
2023 1 51 $25M
2024 1 49 $23M

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

X-Cel Tooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

X-Cel Tooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants X-Cel Tooling, Inc. …Schreiber Foods, Inc…Woodman's Employees'…Ki Employee Stock Ow…Wausau Supply Compan…Trachte Building Sys…
X-Cel Tooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to X-Cel Tooling, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did X-Cel Tooling, Inc. Employee Stock Ownership Plan assets move in 2022?
X-Cel Tooling, Inc. Employee Stock Ownership Plan edged up modestly - up 3.1% during 2022, from $24M to $25M. Reported net income was $745K.
How have X-Cel Tooling, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), X-Cel Tooling, Inc.'s sponsor-wide assets declined 7.0%, from $25M to $23M.
Where does X-Cel Tooling, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
X-Cel Tooling, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to X-Cel Tooling, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Reell Precision Manufacturing Corporation Restated Employee Stock Ownership Plan in MN ($25M, 117 participants).

Next read for X-Cel Tooling, Inc. Employee Stock Owner…

Scale reading

Ways to act on X-Cel Tooling, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, X-Cel Tooling, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
  • X-Cel Tooling, Inc.'s sponsor-wide assets have declined 7.0% since 2022 across 3 plan years on file. More Manufacturing plans