ESOP · DOL Form 5500 · 2022

Excel Machinery Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
90
Participants Small participant base
81st
Percentile by assets National rank
$294,838
Avg per participant High balance/head
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Official DOL plan name: Excel Machinery Employee Stock Ownership Plan · Sponsored by Excel Machinery Employee Stock Ownership Plan · Texas · Manufacturing

$27M in assets, 90 participants

Excel Machinery Employee Stock Ownership Plan's Excel Machinery Employee Stock Ownership Plan reported $27M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #15,132 in Manufacturing (20,602 peers)

Where Excel Machinery Employee Stock Ownership Plan sits by assets

Excel Machinery Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 90 participants (~$294,838/participant), down 1.8% in 2022.

#15,132
in Manufacturing (20,602 peers)
-1.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $381K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excel Machinery Employee Stock Ownership Plan's outsized position by total assets

Excel Machinery Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,535,433 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Excel Machinery Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Excel Machinery Employee Stock Ownership Plan is a small filing (90 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 860848813 · Excel Machinery Employee Stock Ownership Plan PY 2022 · ESOP

Excel Machinery Employee Stock Ownership Plan · $27M · 90 · 81st

  • BOY $27M
  • SCH 90
  • EBSA 81st
  • PART ESOP
  • TYPE near Zealandia Holding Company, Inc. Employee Stock Ownership Plan
  • NET ind #15132

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Texas →

Excel Machinery Employee Stock Ownership Plan in the asset neighbourhood

D & K Truck Company Employee Stock Ownership PlanD & K Truck Company Employee…$27MExcel Machinery Employee Stock Ownership PlanExcel Machinery Employee Sto…$27MZealandia Holding Company, Inc. Employee Stock Ownership PlanZealandia Holding Company, I…$27MCarney, Sandoe & Associates Employee Stock Ownership PlanCarney, Sandoe & Associates …$27MAcme Mechanical Contractors of Virginia, Inc. Employee Stock Ownership Plan and TrustAcme Mechanical Contractors …$26M
End-of-year total assets ($M) among Excel Machinery Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$381K
Employer EIN860848813
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Machinery Employee Stock Ownership Plan)

Sponsor-wide plan assets over time

All Excel Machinery Employee Stock Ownership Plan plans reported in each filing year

Latest sponsor-wide plan assets
$28M 5.628553338473882% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $26.5M $28M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 90 $27M
2023 1 93 $25M
2024 1 100 $28M

Nearby ESOP Plans in Texas

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

Excel Machinery Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Excel Machinery Employee Stock Ownership Plan, Total assets ($B): 0.026535433 · Participants: 90Excel Machinery Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Excel Machinery Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Excel Machinery Employee Stock Ownership Plan side-by-side with 3 peers →

Excel Machinery Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Zealandia Holding Company, Inc. Employee Stock Ownership Plan in NC ($27M); by covered participants it is Bna Bank Employee Stock Ownership Plan in MS (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Excel Machinery Employee Stock Ownership Plan assets move in 2022? ▼
Excel Machinery Employee Stock Ownership Plan edged down modestly - down 1.8% during 2022, from $27M to $27M. Reported net income was -$381K.
How have Excel Machinery Employee Stock Ownership Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Machinery Employee Stock Ownership Plan's sponsor-wide assets grew 5.6%, from $27M to $28M.
Where does Excel Machinery Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Excel Machinery Employee Stock Ownership Plan ranks in the 81st 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 Excel Machinery Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zealandia Holding Company, Inc. Employee Stock Ownership Plan in NC ($27M, 263 participants).
Which ESOP plans cover a similar participant headcount to Excel Machinery Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bna Bank Employee Stock Ownership Plan in MS (90 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860848813.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.