401(k) · DOL Form 5500 · 2023

Xcel Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
76
Participants Small participant base
39th
Percentile by assets National rank
$47,595
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Xcel Brands, Inc. 401(k) Savings Plan · Sponsored by Xcel Brands, Inc. · New York · Finance & Insurance

$4M in assets, 76 participants

Xcel Brands, Inc.'s Xcel Brands, Inc. 401(k) Savings Plan reported $4M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,393 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Xcel Brands, Inc. 401(k) Savings Plan holds $4M for 76 participants - about $47,595 per participant, in the lower half of filed plans by assets.

#2,393
in Finance & Insurance (8,869 peers)
-2.1%
assets change YoY

The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Xcel Brands, Inc. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Xcel Brands, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$3,617,204 39th percentile higher than 39% 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

Xcel Brands, Inc. 401(k) Savings 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. Xcel Brands, Inc. 401(k) Savings Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Xcel Brands, Inc. 401(k) Savings Plan reported net income rose from -$695K in the plan year 2022 filing to -$78K in the plan year 2023 filing.
  • Xcel Brands, Inc. 401(k) Savings Plan reported participants fell from 90 in the plan year 2022 filing to 76 in the plan year 2023 filing.
  • Xcel Brands, Inc. 401(k) Savings Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760307819 · Xcel Brands, Inc. PY 2023 · 401(k)

Xcel Brands, Inc. 401(k) Savings Plan · $4M · 76 · 39th

  • BOOK $4M
  • VS-ST 76
  • BOY 39th
  • SCH 401(k)
  • EBSA near Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust
  • PART ind #2393

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 Finance & Insurance retirement plans → · Plans in New York →

Xcel Brands, Inc. 401(k) Savings Plan in the asset neighbourhood

Xcel Brands, Inc. 401(k) Savings PlanXcel Brands, Inc. 401(k) Sav…$4MEdgemere Consulting Corp 401(k) Profit Sharing Plan & TrustEdgemere Consulting Corp 401…$4MGirl Scouts of Western Ohio's 401(k) Thrift PlanGirl Scouts of Western Ohio'…$4MWelts, White & Fontaine, P.C. 401(k) Plan & TrustWelts, White & Fontaine, P.C…$4MBayside Marine Corp. 401(k) Profit Sharing PlanBayside Marine Corp. 401(k) …$4M
End-of-year total assets ($M) among Xcel Brands, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$78K
Employer EIN760307819
Plan Effective Date2011-08-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Xcel Brands, Inc.)

Sponsor-wide plan assets over time

All Xcel Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.698115086506202% vs 2022
2024 filing year
$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.7M $3.83M ▲ +3.5%
Year Plans Participants Total Assets
2022 1 90 $4M
2023 1 76 $4M
2024 1 35 $4M

Nearby 401(k) Plans in New York

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

Xcel Brands, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Xcel Brands, Inc. 401(k) Savings Plan, Total assets ($B): 0.003617204 · Participants: 76Xcel Brands, Inc. 401(k) Savings 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
Xcel Brands, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Xcel Brands, Inc. 401(k) Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust in NC ($4M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Xcel Brands, Inc. 401(k) Savings Plan assets move in 2023? ▼
Xcel Brands, Inc. 401(k) Savings Plan edged down modestly - down 2.1% during 2023, from $4M to $4M. Reported net income was -$78K.
How have Xcel Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xcel Brands, Inc.'s sponsor-wide assets grew 3.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Xcel Brands, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edgemere Consulting Corp 401(k) Profit Sharing Plan & Trust in NC ($4M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Xcel Brands, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 participants, $4M 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 760307819.

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.