ESOP · DOL Form 5500 · 2022
Xfmrs, Inc. ESOP
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 34
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Xfmrs, Inc. Employees' Stock Ownership Plan · Sponsored by Xfmrs, Inc. · Indiana · Manufacturing
$50M in assets, 34 participants
Xfmrs, Inc.'s Xfmrs, Inc. Employees' Stock Ownership Plan reported $50M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #16,982 in Manufacturing (20,602 peers)
Where Xfmrs, Inc. Employees' Stock Ownership Plan sits by assets
Xfmrs, Inc. Employees' Stock Ownership Plan sits in the top quartile of all filed plans by assets, $50M for 34 participants (~$1.5M/participant), up 41.8% in 2022.
- #16,982
- in Manufacturing (20,602 peers)
- +41.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Xfmrs, Inc. Employees' Stock Ownership Plan's outsized position by total assets
Xfmrs, Inc. Employees' Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$50,336,542 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Xfmrs, Inc. Employees' 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. Xfmrs, Inc. Employees' Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 351865843 · Xfmrs, Inc. PY 2022 · ESOP
Xfmrs, Inc. Employees' Stock Ownership Plan · $50M · 34 · 88th
- ASSETS $50M
- PCT 34
- EIN 88th
- RANK ESOP
- PHOTO near Twin Mro Employee Stock Ownership Plan
- IND ind #16982
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 Indiana →
Xfmrs, Inc. Employees' Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $15M |
| Employer EIN | 351865843 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Xfmrs, Inc.)
Sponsor-wide plan assets over time
All Xfmrs, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 47.71701043746708% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $50M |
| 2023 | 1 | 33 | $47M |
| 2024 | 1 | 36 | $26M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Xfmrs, Inc. Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Twin Mro Employee Stock Ownership Plan in CT ($50M); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.