ESOP · DOL Form 5500 · 2023

X-Cel Tooling, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Small plan by assets
51
Participants Small participant base
76th
Percentile by assets National rank
$482,755
Avg per participant High balance/head
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Official DOL plan name: X-Cel Tooling, Inc. Employee Stock Ownership Plan · Sponsored by X-Cel Tooling, Inc. · Wisconsin · Manufacturing

$25M in assets, 51 participants

X-Cel Tooling, Inc.'s X-Cel Tooling, Inc. Employee Stock Ownership Plan reported $25M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,558 in Manufacturing (18,722 peers)

Where X-Cel Tooling, Inc. Employee Stock Ownership Plan sits by assets

X-Cel Tooling, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $25M for 51 participants (~$482,755/participant), down 2.0% in 2023.

#12,558
in Manufacturing (18,722 peers)
-2.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $492K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

X-Cel Tooling, Inc. Employee Stock Ownership Plan's outsized position by total assets

X-Cel Tooling, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,620,503 Top 24% higher than 76% of 127,068 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 2023

X-Cel Tooling, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. X-Cel Tooling, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • X-Cel Tooling, Inc. Employee Stock Ownership Plan reported net income fell from $745K in the plan year 2022 filing to -$492K in the plan year 2023 filing.
  • X-Cel Tooling, Inc. Employee Stock Ownership Plan reported participants rose from 48 in the plan year 2022 filing to 51 in the plan year 2023 filing.
  • X-Cel Tooling, Inc. Employee Stock Ownership Plan end-of-year assets fell from $25M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391585617 · X-Cel Tooling, Inc. PY 2023 · ESOP

X-Cel Tooling, Inc. Employee Stock Ownership Plan · $25M · 51 · 76th

  • PART $25M
  • PART 51
  • PART 76th
  • PART ESOP
  • PART near Group W Inc. Employee Stock Ownership Plan
  • PART ind #12558

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 Wisconsin →

X-Cel Tooling, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Group W Inc. Employee Stock Ownership PlanGroup W Inc. Employee Stock …$25MX-Cel Tooling, Inc. Employee Stock Ownership PlanX-Cel Tooling, Inc. Employee…$25MFirst Financial Corporation Employee Stock Ownership PlanFirst Financial Corporation …$25MCobb, Fendley & Associates, Inc. Employee Stock Ownership PlanCobb, Fendley & Associates, …$25MPacific Coast Ingredients Employee Stock Ownership PlanPacific Coast Ingredients Em…$25M
End-of-year total assets ($M) among X-Cel Tooling, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income-$492K
Employer EIN391585617
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (X-Cel Tooling, Inc.)

Sponsor-wide plan assets over time

All X-Cel Tooling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 6.988745134727946% vs 2022
2024 filing year
$23M$24M$25M$26M 202220232024 $25.1M $23.4M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 48 $25M
2023 1 51 $25M
2024 1 49 $23M

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

X-Cel Tooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants X-Cel Tooling, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.024620503 · Participants: 51X-Cel Tooling, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
X-Cel Tooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare X-Cel Tooling, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

X-Cel Tooling, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Group W Inc. Employee Stock Ownership Plan in VA ($25M); by covered participants it is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did X-Cel Tooling, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
X-Cel Tooling, Inc. Employee Stock Ownership Plan edged down modestly - down 2.0% during 2023, from $25M to $25M. Reported net income was -$492K.
How have X-Cel Tooling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), X-Cel Tooling, Inc.'s sponsor-wide assets declined 7.0%, from $25M to $23M.
Where does X-Cel Tooling, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
X-Cel Tooling, Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to X-Cel Tooling, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Group W Inc. Employee Stock Ownership Plan in VA ($25M, 108 participants).
Which ESOP plans cover a similar participant headcount to X-Cel Tooling, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391585617.

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.