ESOP · DOL Form 5500 · 2022
Xfmrs, Inc. ESOP
Data updated 2026-08-11
- $50M
- Total assets
- 34
- Participants
- 88th
- Percentile by assets
- $1.5M
- Avg per participant
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.
- 88th percentile by assets (of 139,126 plans)
- #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.
- $50M
- total plan assets (2022 EOY)
- 34
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $1.5M
- avg assets per participant
Xfmrs, Inc. Employees' Stock Ownership Plan vs the 2022 asset distribution
By assets, Xfmrs, Inc. Employees' Stock Ownership Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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.)
| 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.
Xfmrs, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Xfmrs, Inc. Employees' Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Scale reading
Ways to act on Xfmrs, Inc. Employees' Stock Ownership Plan's numbers.
- By total assets, Xfmrs, Inc. Employees' 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 Indiana. Compare plans
- Xfmrs, Inc.'s sponsor-wide assets have declined 47.7% since 2022 across 3 plan years on file. More Manufacturing plans