ESOP · DOL Form 5500 · 2023

Xponance, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
41
Participants Small participant base
65th
Percentile by assets National rank
$333,625
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, 41 participants

Xponance, Inc.'s Xponance Employee Stock Ownership Plan reported $14M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,474 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Xponance Employee Stock Ownership Plan holds $14M for 41 participants - about $333,625 per participant, above the median plan by assets.

#4,474
in Finance & Insurance (8,869 peers)
+0.2%
assets growth YoY

Xponance Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Xponance Employee Stock Ownership Plan vs every filed plan by assets

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

$13,678,630 Top 35% higher than 65% 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

Xponance 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. Xponance Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Xponance Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $30K in the plan year 2023 filing.
  • Xponance Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202103144 · Xponance, Inc. PY 2023 · ESOP

Xponance Employee Stock Ownership Plan · $14M · 41 · 65th

  • RANK $14M
  • RANK 41
  • RANK 65th
  • RANK ESOP
  • RANK near Provost & Pritchard, Inc. Employee Stock Ownership Plan
  • RANK ind #4474

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

Xponance Employee Stock Ownership PlanXponance Employee Stock Owne…$14MProvost & Pritchard, Inc. Employee Stock Ownership PlanProvost & Pritchard, Inc. Em…$14MDean Snyder Construction Employee Stock Ownership PlanDean Snyder Construction Emp…$14MStructural Integrity Associates Employee Stock Ownership PlanStructural Integrity Associa…$14MMccreary Bancshares, Inc. Employee Stock Ownership PlanMccreary Bancshares, 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 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$30K
Employer EIN202103144
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xponance, Inc.)

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

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. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Xponance Employee Stock Ownership Plan, Total assets ($B): 0.01367863 · Participants: 41Xponance Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H 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 Provost & Pritchard, Inc. Employee Stock Ownership Plan in CA ($14M); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Xponance Employee Stock Ownership Plan assets move in 2023? ▼
Xponance Employee Stock Ownership Plan held essentially flat - up 0.2% during 2023, from $14M to $14M. Reported net income was $30K.
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 Provost & Pritchard, Inc. Employee Stock Ownership Plan in CA ($14M, 211 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 Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants, $2M 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 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.