ESOP · DOL Form 5500 · 2023

Xl Industrial Services, Inc. ESOP

Data updated 2026-08-25

$160K
Total assets Small plan by assets
49
Participants Small participant base
9th
Percentile by assets National rank
$3,263
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Xl Industrial Services, Inc. Employee Stock Ownership Plan · Sponsored by Xl Industrial Services, Inc. · Indiana · Construction

$160K in assets, 49 participants

Xl Industrial Services, Inc.'s Xl Industrial Services, Inc. Employee Stock Ownership Plan reported $160K in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #771 in Construction (9,030 peers)

Xl Industrial Services, Inc. multi-year trail

Xl Industrial Services, Inc.'s plans moved -20.6% in assets from 2022 to 2024; this filing shows Xl Industrial Services, Inc. Employee Stock Ownership Plan at $160K / 49 participants.

#771
in Construction (9,030 peers)
-7.1%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Xl Industrial Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Xl Industrial Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$159,900 9th percentile higher than 9% 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

Xl Industrial Services, 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. Xl Industrial Services, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Xl Industrial Services, Inc. Employee Stock Ownership Plan reported net income rose from -$41K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
  • Xl Industrial Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $172K in the plan year 2022 filing to $160K in the plan year 2023 filing.
  • Xl Industrial Services, Inc. Employee Stock Ownership Plan reported participants rose from 46 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200374874 · Xl Industrial Services, Inc. PY 2023 · ESOP

Xl Industrial Services, Inc. Employee Stock Ownership Plan · $160K · 49 · 9th

  • 5500 $160K
  • 5500 49
  • 5500 9th
  • 5500 ESOP
  • 5500 near Warm Corporation West Employee Stock Ownership Plan
  • 5500 ind #771

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 Indiana →

Xl Industrial Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Xl Industrial Services, Inc. Employee Stock Ownership PlanXl Industrial Services, Inc.…$160KWarm Corporation West Employee Stock Ownership PlanWarm Corporation West Employ…$160KTioga Hardwoods, Inc Employee Stock Ownership PlanTioga Hardwoods, Inc Employe…$160KJackson Tool Sales Inc Employer Stock Ownership PlanJackson Tool Sales Inc Emplo…$159KFirst Independence Corporation Stock Ownership PlanFirst Independence Corporati…$157K
End-of-year total assets ($M) among Xl Industrial Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Xl Industrial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Xl Industrial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$137K 20.569436374201047% vs 2022
2024 filing year
$0.13M$0.14M$0.15M$0.16M$0.17M$0.18M 202220232024 $0.17M $0.14M ▼ -17.6%
Year Plans Participants Total Assets
2022 1 46 $172K
2023 1 49 $160K
2024 1 60 $137K

Xl Industrial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$172K
Net Assets (End of Year)$160K
Net Income-$12K
Employer EIN200374874
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Xl Industrial Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Xl Industrial Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0001599 · Participants: 49Xl Industrial Services, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Xl Industrial Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Xl Industrial Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Xl Industrial Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Warm Corporation West Employee Stock Ownership Plan in CA ($160K); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Xl Industrial Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Xl Industrial Services, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.1% during 2023, from $172K to $160K. Reported net income was -$12K.
How have Xl Industrial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xl Industrial Services, Inc.'s sponsor-wide assets declined 20.6%, from $172K to $137K.
Where does Xl Industrial Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Xl Industrial Services, Inc. Employee Stock Ownership Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Xl Industrial Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Warm Corporation West Employee Stock Ownership Plan in CA ($160K, 14 participants).
Which ESOP plans cover a similar participant headcount to Xl Industrial Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $9M 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 200374874.

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.