ESOP · DOL Form 5500 · 2022
Xponance, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 40
- Participants
- 71st
- Percentile by assets
- $341,211
- Avg per participant
Official DOL plan name: Xponance Employee Stock Ownership Plan · Sponsored by Xponance, Inc. · Pennsylvania · Finance & Insurance
$14M in assets, 40 participants
Xponance, Inc.'s Xponance Employee Stock Ownership Plan reported $14M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 139,126 plans)
- #5,113 in Finance & Insurance (9,261 peers)
2022 asset change
Xponance Employee Stock Ownership Plan declined sharply 16.1% in 2022 ($16M → $14M) for 40 participants.
- $14M
- total plan assets (2022 EOY)
- 40
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $341,211
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for Xponance Employee Stock Ownership Plan
Year over year, total assets declined sharply from $16M at the start of 2022 to $14M at year-end (down 16.1%). Net assets closed at $14M; reported net income -$3M.
Xponance, Inc. years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $14M |
| 2023 | 1 | 41 | $14M |
| 2024 | 1 | 39 | $13M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 202103144 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Xponance Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Xponance Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Xponance Employee Stock Ownership Plan assets move in 2022? ▼
How have Xponance, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Xponance Employee Stock Ownership Plan? ▼
Next read for Xponance Employee Stock Ownership Plan
2022 change
Ways to act on Xponance Employee Stock Ownership Plan's numbers.
- By total assets, Xponance Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Xponance, Inc.'s sponsor-wide assets have declined 3.1% since 2022 across 3 plan years on file. More Finance & Insurance plans