ESOP · DOL Form 5500 · 2024

Excel Machinery Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
100
Participants Small participant base
76th
Percentile by assets National rank
$280,290
Avg per participant High balance/head
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Official DOL plan name: Excel Machinery Employee Stock Ownership Plan · Sponsored by Excel Machinery Employee Stock Ownership Plan · Texas · Manufacturing

$28M in assets, 100 participants

Excel Machinery Employee Stock Ownership Plan's Excel Machinery Employee Stock Ownership Plan reported $28M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,969 in Manufacturing (17,777 peers)

Coverage in Texas

Excel Machinery Employee Stock Ownership Plan covers 100 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#11,969
in Manufacturing (17,777 peers)
+11.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Excel Machinery Employee Stock Ownership Plan's outsized position by total assets

Excel Machinery Employee Stock Ownership Plan vs every filed plan by assets

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

$28,028,994 Top 24% higher than 76% 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

Excel Machinery 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. Excel Machinery Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excel Machinery Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Excel Machinery Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Excel Machinery Employee Stock Ownership Plan reported participants rose from 93 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 860848813 · Excel Machinery Employee Stock Ownership Plan PY 2024 · ESOP

Excel Machinery Employee Stock Ownership Plan · $28M · 100 · 76th

  • SCH $28M
  • EBSA 100
  • PART 76th
  • TYPE ESOP
  • NET near Bayview Services Group Employee Stock Ownership Plan
  • BOOK ind #11969

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 Texas →

Excel Machinery Employee Stock Ownership Plan in the asset neighbourhood

Excel Machinery Employee Stock Ownership PlanExcel Machinery Employee Sto…$28MBayview Services Group Employee Stock Ownership PlanBayview Services Group Emplo…$28MAlmar Contracting Corp Employee Stock Ownership PlanAlmar Contracting Corp Emplo…$28MEmployee Stock Ownership Plan of Lawrence Companies, Inc.Employee Stock Ownership Pla…$28MPeerless Machine and Tool Corporation Employee Stock Ownership PlanPeerless Machine and Tool Co…$28M
End-of-year total assets ($M) among Excel Machinery Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN860848813
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excel Machinery Employee Stock Ownership Plan)

Sponsor-wide plan assets over time

All Excel Machinery Employee Stock Ownership Plan plans reported in each filing year

Latest sponsor-wide plan assets
$28M 5.628553338473882% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $26.5M $28M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 90 $27M
2023 1 93 $25M
2024 1 100 $28M

Nearby ESOP Plans in Texas

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

Excel Machinery Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Excel Machinery Employee Stock Ownership Plan, Total assets ($B): 0.028028994 · Participants: 100Excel Machinery Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Excel Machinery Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Excel Machinery Employee Stock Ownership Plan side-by-side with 3 peers →

Excel Machinery Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Bayview Services Group Employee Stock Ownership Plan in CA ($28M); by covered participants it is C & C Manufacturing, Inc. Employee Stock Ownership Plan in IN (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Excel Machinery Employee Stock Ownership Plan assets move in 2024? ▼
Excel Machinery Employee Stock Ownership Plan grew at a solid clip - up 11.2% during 2024, from $25M to $28M. Reported net income was $3M.
How have Excel Machinery Employee Stock Ownership Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excel Machinery Employee Stock Ownership Plan's sponsor-wide assets grew 5.6%, from $27M to $28M.
Where does Excel Machinery Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Excel Machinery Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Excel Machinery Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bayview Services Group Employee Stock Ownership Plan in CA ($28M, 136 participants).
Which ESOP plans cover a similar participant headcount to Excel Machinery Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is C & C Manufacturing, Inc. Employee Stock Ownership Plan in IN (100 participants, $4M 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 860848813.

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.