ESOP · DOL Form 5500 · 2024

X-Cel Tooling, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
49
Participants Small participant base
73rd
Percentile by assets National rank
$476,676
Avg per participant High balance/head
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Official DOL plan name: X-Cel Tooling, Inc. Employee Stock Ownership Plan · Sponsored by X-Cel Tooling, Inc. · Wisconsin · Manufacturing

$23M in assets, 49 participants

X-Cel Tooling, Inc.'s X-Cel Tooling, Inc. Employee Stock Ownership Plan reported $23M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,245 in Manufacturing (17,777 peers)

What the 2024 filing shows

X-Cel Tooling, Inc. Employee Stock Ownership Plan holds $23M for 49 participants - about $476,676 per participant, above the median plan by assets.

#11,245
in Manufacturing (17,777 peers)
-5.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

X-Cel Tooling, Inc. Employee Stock Ownership Plan's outsized position by total assets

X-Cel Tooling, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,357,137 Top 27% higher than 73% of 123,620 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 2024

X-Cel Tooling, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. X-Cel Tooling, 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 2023 → plan year 2024

  • X-Cel Tooling, Inc. Employee Stock Ownership Plan reported net income fell from -$492K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • X-Cel Tooling, Inc. Employee Stock Ownership Plan end-of-year assets fell from $25M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • X-Cel Tooling, Inc. Employee Stock Ownership Plan reported participants fell from 51 in the plan year 2023 filing to 49 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391585617 · X-Cel Tooling, Inc. PY 2024 · ESOP

X-Cel Tooling, Inc. Employee Stock Ownership Plan · $23M · 49 · 73rd

  • NET $23M
  • NET 49
  • NET 73rd
  • NET ESOP
  • NET near Humboldt Mfg. Co. Employee Stock Ownership Plan
  • NET ind #11245

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 Wisconsin →

X-Cel Tooling, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Vr Systems, Inc. Employee Stock Ownership PlanVr Systems, Inc. Employee St…$23MWestmoreland Pharmacy Employee Stock Ownership PlanWestmoreland Pharmacy Employ…$23MHumboldt Mfg. Co. Employee Stock Ownership PlanHumboldt Mfg. Co. Employee S…$23MX-Cel Tooling, Inc. Employee Stock Ownership PlanX-Cel Tooling, Inc. Employee…$23MMulcahy Company, Inc. Employee Stock Ownership Plan and TrustMulcahy Company, Inc. Employ…$23M
End-of-year total assets ($M) among X-Cel Tooling, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$1M
Employer EIN391585617
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (X-Cel Tooling, Inc.)

Sponsor-wide plan assets over time

All X-Cel Tooling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 6.988745134727946% vs 2022
2024 filing year
$23M$24M$25M$26M 202220232024 $25.1M $23.4M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 48 $25M
2023 1 51 $25M
2024 1 49 $23M

Nearby ESOP Plans in Wisconsin

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

X-Cel Tooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants X-Cel Tooling, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.023357137 · Participants: 49X-Cel Tooling, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
X-Cel Tooling, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare X-Cel Tooling, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

X-Cel Tooling, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Humboldt Mfg. Co. Employee Stock Ownership Plan in IL ($23M); by covered participants it is ESOP of Valley Bank of Ronan in MT (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did X-Cel Tooling, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
X-Cel Tooling, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.1% during 2024, from $25M to $23M. Reported net income was -$1M.
How have X-Cel Tooling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), X-Cel Tooling, Inc.'s sponsor-wide assets declined 7.0%, from $25M to $23M.
Which ESOP plans are similar in size to X-Cel Tooling, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Humboldt Mfg. Co. Employee Stock Ownership Plan in IL ($23M, 63 participants).
Which ESOP plans cover a similar participant headcount to X-Cel Tooling, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is ESOP of Valley Bank of Ronan in MT (49 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391585617.

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.