401(k) · DOL Form 5500 · 2023

Xad, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
252
Participants Below avg headcount
76th
Percentile by assets National rank
$98,067
Avg per participant Below avg balance/head
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Official DOL plan name: Xad, Inc. 401(k) Plan · Sponsored by Xad, Inc. · New York · Professional & Technical Services

$25M in assets, 252 participants

Xad, Inc.'s Xad, Inc. 401(k) Plan reported $25M in total assets and 252 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.

  • #15,560 in Professional & Technical Services (20,321 peers)

Coverage in New York

Xad, Inc. 401(k) Plan covers 252 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $25M.

#15,560
in Professional & Technical Services (20,321 peers)
+32.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Xad, Inc. 401(k) Plan's outsized position by total assets

Xad, Inc. 401(k) Plan vs every filed plan by assets

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

$24,712,976 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

Xad, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Xad, Inc. 401(k) Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Xad, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Xad, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Xad, Inc. 401(k) Plan reported participants rose from 231 in the plan year 2022 filing to 252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330942669 · Xad, Inc. PY 2023 · 401(k)

Xad, Inc. 401(k) Plan · $25M · 252 · 76th

  • IND $25M
  • EOY 252
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Hampton Products International Corporation 401(k) Plan
  • EIN ind #15560

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 Professional & Technical Services retirement plans → · Plans in New York →

Xad, Inc. 401(k) Plan in the asset neighbourhood

Xad, Inc. 401(k) Plan$25MHampton Products International Corporation 401(k) PlanHampton Products Internation…$25MParkview Orthopaedic Group, S.C. Profit Sharing Plan and TrustParkview Orthopaedic Group, …$25MKamax Inc. 401(k) Savings PlanKamax Inc. 401(k) Savings Pl…$25MGmb Architecture & Engineering 401(k) Profit SharingGmb Architecture & Engineeri…$25M
End-of-year total assets ($M) among Xad, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN330942669
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xad, Inc.)

Sponsor-wide plan assets over time

All Xad, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 57.943393118756795% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.7M $29.6M ▲ +57.9%
Year Plans Participants Total Assets
2022 1 231 $19M
2023 1 252 $25M
2024 1 203 $30M

Nearby 401(k) Plans in New York

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

Xad, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Xad, Inc. 401(k) Plan, Total assets ($B): 0.024712976 · Participants: 252Xad, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Xad, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Xad, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Hampton Products International Corporation 401(k) Plan in CA ($25M); by covered participants it is Artesian 401(k) Retirement Plan in DE (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Xad, Inc. 401(k) Plan assets move in 2023? ▼
Xad, Inc. 401(k) Plan surged - up 32.1% during 2023, from $19M to $25M. Reported net income was $6M.
How have Xad, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xad, Inc.'s sponsor-wide assets grew 57.9%, from $19M to $30M.
Where does Xad, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Xad, Inc. 401(k) 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 401(k) plans are similar in size to Xad, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hampton Products International Corporation 401(k) Plan in CA ($25M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Xad, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Artesian 401(k) Retirement Plan in DE (252 participants, $74M 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 330942669.

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.