ESOP · DOL Form 5500 · 2023
Xponance, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 41
- Participants
- 65th
- Percentile by assets
- $333,625
- Avg per participant
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.
- 65th percentile by assets (of 127,072 plans)
- #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.
- $14M
- total plan assets (2023 EOY)
- 41
- covered participants
- 65th
- percentile by assets (of 127,072 plans)
- $333,625
- avg assets per participant
Where Xponance Employee Stock Ownership Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
ESOP filing for Xponance Employee Stock Ownership Plan
ESOP filing for plan year 2023: EIN 202103144 ; effective since 2012-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $30K |
| Employer EIN | 202103144 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Xponance, Inc.)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Xponance Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Xponance Employee Stock Ownership Plan assets move in 2023? ▼
How have Xponance, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Xponance Employee Stock Ownership Plan? ▼
Next read for Xponance Employee Stock Ownership Plan
Filing takeaways
Ways to act on Xponance Employee Stock Ownership Plan's numbers.
- By total assets, Xponance Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Xponance, Inc.'s sponsor-wide assets have declined 3.1% since 2022 across 3 plan years on file. More Finance & Insurance plans