ESOP · DOL Form 5500 · 2024
Xl Industrial Services, Inc. ESOP
Data updated 2026-08-25
- $137K
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $2,278
- Avg per participant Low balance/head
Official DOL plan name: Xl Industrial Services, Inc. Employee Stock Ownership Plan · Sponsored by Xl Industrial Services, Inc. · Indiana · Construction
$137K in assets, 60 participants
Xl Industrial Services, Inc.'s Xl Industrial Services, Inc. Employee Stock Ownership Plan reported $137K in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- #661 in Construction (9,039 peers)
Xl Industrial Services, Inc. multi-year trail
Xl Industrial Services, Inc.'s plans moved -20.6% in assets from 2022 to 2024; this filing shows Xl Industrial Services, Inc. Employee Stock Ownership Plan at $137K / 60 participants.
- #661
- in Construction (9,039 peers)
- -14.5%
- assets change YoY
The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Xl Industrial Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Xl Industrial Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$136,700 8th percentile higher than 8% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Xl Industrial Services, 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. Xl Industrial Services, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Xl Industrial Services, Inc. Employee Stock Ownership Plan reported net income fell from -$12K in the plan year 2023 filing to -$23K in the plan year 2024 filing.
- Xl Industrial Services, Inc. Employee Stock Ownership Plan reported participants rose from 49 in the plan year 2023 filing to 60 in the plan year 2024 filing.
- Xl Industrial Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $160K in the plan year 2023 filing to $137K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 200374874 · Xl Industrial Services, Inc. PY 2024 · ESOP
Xl Industrial Services, Inc. Employee Stock Ownership Plan · $137K · 60 · 8th
- 5500 $137K
- 5500 60
- 5500 8th
- 5500 ESOP
- 5500 near Panhandle Implement Company, Inc. Employee Stock Ownership Plan
- 5500 ind #661
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 Indiana →
Xl Industrial Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Xl Industrial Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Xl Industrial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $137K 20.569436374201047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46 | $172K |
| 2023 | 1 | 49 | $160K |
| 2024 | 1 | 60 | $137K |
Xl Industrial Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $160K |
|---|---|
| Net Assets (End of Year) | $137K |
| Net Income | -$23K |
| Employer EIN | 200374874 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
- Urschel Laboratories Employee Stock Ownership Plan $432M · 509
- Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
- Ermco, Inc. Employee Stock Ownership Plan $151M · 123
Xl Industrial Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX ($137K); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137K here).
- Panhandle Implement Company, Inc. Employee Stock Ownership Plan (TX) $137K · 9
- Bettcher Industries, Inc. Employee Stock Ownership Plan (OH) $137K · N/A
- The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust (IL) $139K · 2
- Blaine Window Hardware, Inc. Employee Stock Ownership Plan (MD) $139K · 14
Similar participant headcount
Nearest other-state filings by covered participants (60 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.