401(k) · DOL Form 5500 · 2022

Xcel Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
90
Participants Small participant base
44th
Percentile by assets National rank
$41,059
Avg per participant Low balance/head
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Official DOL plan name: Xcel Brands, Inc. 401(k) Savings Plan · Sponsored by Xcel Brands, Inc. · New York · Finance & Insurance

$4M in assets, 90 participants

Xcel Brands, Inc.'s Xcel Brands, Inc. 401(k) Savings Plan reported $4M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,812 in Finance & Insurance (9,261 peers)

2022 asset change

Xcel Brands, Inc. 401(k) Savings Plan declined sharply 15.9% in 2022 ($4M → $4M) for 90 participants.

#2,812
in Finance & Insurance (9,261 peers)
-15.9%
assets change YoY

The plan reported a net loss of $695K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Xcel Brands, Inc. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Xcel Brands, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$3,695,342 44th percentile higher than 44% 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

Xcel Brands, Inc. 401(k) Savings 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. Xcel Brands, Inc. 401(k) Savings Plan is a small filing (90 participants) on this national headcount ladder.

DOL schedule card

Filing strip 760307819 · Xcel Brands, Inc. PY 2022 · 401(k)

Xcel Brands, Inc. 401(k) Savings Plan · $4M · 90 · 44th

  • SCH $4M
  • EBSA 90
  • PART 44th
  • TYPE 401(k)
  • NET near Prairie Valley Enterprises, Inc. Retirement Plan
  • BOOK ind #2812

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 Finance & Insurance retirement plans → · Plans in New York →

Xcel Brands, Inc. 401(k) Savings Plan in the asset neighbourhood

Xcel Brands, Inc. 401(k) Savings PlanXcel Brands, Inc. 401(k) Sav…$4MPrairie Valley Enterprises, Inc. Retirement PlanPrairie Valley Enterprises, …$4MMayo Mallette PLLC 401(k) Savings PlanMayo Mallette PLLC 401(k) Sa…$4MSafepoint Mga, LLC 401(k) PlanSafepoint Mga, LLC 401(k) Pl…$4MHayes, Berry, White & Vanzant, LLP 401(k) PlanHayes, Berry, White & Vanzan…$4M
End-of-year total assets ($M) among Xcel Brands, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Xcel Brands, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Xcel Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.698115086506202% vs 2022
2024 filing year
$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.7M $3.83M ▲ +3.5%
Year Plans Participants Total Assets
2022 1 90 $4M
2023 1 76 $4M
2024 1 35 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$695K
Employer EIN760307819
Plan Effective Date2011-08-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Xcel Brands, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Xcel Brands, Inc. 401(k) Savings Plan, Total assets ($B): 0.003695342 · Participants: 90Xcel Brands, Inc. 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Xcel Brands, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Xcel Brands, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Xcel Brands, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Prairie Valley Enterprises, Inc. Retirement Plan in MN ($4M); by covered participants it is Choicelegal Retirement Savings Plan in FL (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 Xcel Brands, Inc. 401(k) Savings Plan assets move in 2022? ▼
Xcel Brands, Inc. 401(k) Savings Plan declined sharply - down 15.9% during 2022, from $4M to $4M. Reported net income was -$695K.
How have Xcel Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xcel Brands, Inc.'s sponsor-wide assets grew 3.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Xcel Brands, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prairie Valley Enterprises, Inc. Retirement Plan in MN ($4M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Xcel Brands, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Choicelegal Retirement Savings Plan in FL (90 participants, $318K 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 760307819.

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.