ESOP · DOL Form 5500 · 2022

Xponance, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
40
Participants Small participant base
71st
Percentile by assets National rank
$341,211
Avg per participant High balance/head
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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.

  • #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.

#5,113
in Finance & Insurance (9,261 peers)
-16.1%
assets change YoY

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.

Xponance Employee Stock Ownership Plan's outsized position by total assets

Xponance Employee Stock Ownership Plan vs every filed plan by assets

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

$13,648,444 Top 29% higher than 71% 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

Xponance 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. Xponance Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

DOL schedule card

Filing strip 202103144 · Xponance, Inc. PY 2022 · ESOP

Xponance Employee Stock Ownership Plan · $14M · 40 · 71st

  • VS-ST $14M
  • VS-ST 40
  • VS-ST 71st
  • VS-ST ESOP
  • VS-ST near Axios International, Inc. Employee Stock Ownership Plan
  • VS-ST ind #5113

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 Pennsylvania →

Xponance Employee Stock Ownership Plan in the asset neighbourhood

Lithographix, Inc. Employee Stock Ownership PlanLithographix, Inc. Employee …$14MXponance Employee Stock Ownership PlanXponance Employee Stock Owne…$14MAxios International, Inc. Employee Stock Ownership PlanAxios International, Inc. Em…$14MMbog Acquisition, Inc. Employee Stock Ownership PlanMbog Acquisition, Inc. Emplo…$14MImpact Photographics, Inc Employee Stock Ownership PlanImpact Photographics, Inc Em…$14M
End-of-year total assets ($M) among Xponance Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Xponance, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Xponance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 3.116706930108663% vs 2022
2024 filing year
$13M$13.2M$13.4M$13.6M$13.8M 202220232024 $13.7M $13.2M ▼ -3.2%
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 EIN202103144
Plan Effective Date2012-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Xponance Employee Stock Ownership Plan, Total assets ($B): 0.013648444 · Participants: 40Xponance Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Xponance Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Xponance Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Axios International, Inc. Employee Stock Ownership Plan in MI ($14M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Xponance Employee Stock Ownership Plan assets move in 2022? ▼
Xponance Employee Stock Ownership Plan declined sharply - down 16.1% during 2022, from $16M to $14M. Reported net income was -$3M.
How have Xponance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xponance, Inc.'s sponsor-wide assets declined 3.1%, from $14M to $13M.
Which ESOP plans are similar in size to Xponance Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Axios International, Inc. Employee Stock Ownership Plan in MI ($14M, 165 participants).
Which ESOP plans cover a similar participant headcount to Xponance Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suiteamerica Employee Stock Ownership Plan in CA (40 participants, N/A 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 202103144.

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.