Other
2023 plan-year Other DOL Form 5500

XTEK INC DEFINED BENEFIT PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

XTEK INC

This Other plan holds $3M in total assets and serves 52 participants as of 2023. It is sponsored by XTEK INC in Ohio. The plan reported a net loss of $102K for the year.

Total Assets (2023)
$3M
Participants
52
State
Industry
Manufacturing

What the Filing Says About XTEK INC DEFINED BENEFIT PENSION PLAN

XTEK INC DEFINED BENEFIT PENSION PLAN is a Other retirement plan sponsored by XTEK INC, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 52 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 310847969, and the plan has been effective since 1985-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $3M at year-end — a decline of 3.7%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-101,652 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-101,652
Plan TypeOther
Employer EIN310847969
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (XTEK INC)

Year Plans Participants Total Assets
2022 3 821 $86M
2023 3 971 $99M

Nearby Other Plans in Ohio

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

Frequently Asked Questions

How much money is in the XTEK INC DEFINED BENEFIT PENSION PLAN?
As of the 2023 Form 5500 filing, XTEK INC DEFINED BENEFIT PENSION PLAN holds $3M in total assets with 52 participants. It is sponsored by XTEK INC.
What type of plan is XTEK INC DEFINED BENEFIT PENSION PLAN?
XTEK INC DEFINED BENEFIT PENSION PLAN is a Other plan. It has been effective since 1985-08-01. The plan is filed with the U.S. Department of Labor under EIN 310847969.
Who sponsors the XTEK INC DEFINED BENEFIT PENSION PLAN?
XTEK INC DEFINED BENEFIT PENSION PLAN is sponsored by XTEK INC, located in Ohio. The sponsor's EIN is 310847969 and the plan operates in the Manufacturing industry.
How did XTEK INC DEFINED BENEFIT PENSION PLAN perform in 2023?
XTEK INC DEFINED BENEFIT PENSION PLAN declined by 3.7% during 2023, moving from $3M to $3M in total assets. Net income was $-101,652.
Where can I find official filings for XTEK INC DEFINED BENEFIT PENSION PLAN?
Official Form 5500 filings for XTEK INC DEFINED BENEFIT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 310847969 or plan name at efast.dol.gov.
How does XTEK INC DEFINED BENEFIT PENSION PLAN compare to other plans?
You can compare XTEK INC DEFINED BENEFIT PENSION PLAN against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 310847969.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.