ESOP · DOL Form 5500 · 2024

Xponance, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
39
Participants Small participant base
62nd
Percentile by assets National rank
$339,053
Avg per participant High balance/head
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Official DOL plan name: Xponance Employee Stock Ownership Plan · Sponsored by Xponance, Inc. · Pennsylvania · Finance & Insurance

$13M in assets, 39 participants

Xponance, Inc.'s Xponance Employee Stock Ownership Plan reported $13M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,905 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Xponance Employee Stock Ownership Plan holds $13M for 39 participants - about $339,053 per participant, above the median plan by assets.

#3,905
in Finance & Insurance (8,549 peers)
-3.3%
assets change YoY

The plan reported a net loss of $456K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Xponance Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Xponance Employee Stock Ownership Plan vs every filed plan by assets

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

$13,223,062 Top 38% higher than 62% 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

Xponance 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. Xponance Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Xponance Employee Stock Ownership Plan reported net income fell from $30K in the plan year 2023 filing to -$456K in the plan year 2024 filing.
  • Xponance Employee Stock Ownership Plan reported participants fell from 41 in the plan year 2023 filing to 39 in the plan year 2024 filing.
  • Xponance Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202103144 · Xponance, Inc. PY 2024 · ESOP

Xponance Employee Stock Ownership Plan · $13M · 39 · 62nd

  • BOY $13M
  • BOY 39
  • BOY 62nd
  • BOY ESOP
  • BOY near Mel Foster Company Employee Stock Ownership Plan
  • BOY ind #3905

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 Pennsylvania →

Xponance Employee Stock Ownership Plan in the asset neighbourhood

A. Epstein & Sons International, Inc. Employee Stock Ownership PlanA. Epstein & Sons Internatio…$13MPickering, Inc. Employee Stock Ownership PlanPickering, Inc. Employee Sto…$13MXponance Employee Stock Ownership PlanXponance Employee Stock Owne…$13MMel Foster Company Employee Stock Ownership PlanMel Foster Company Employee …$13MNeil H. Daniels, Inc. Employee Stock Ownership PlanNeil H. Daniels, Inc. Employ…$13M
End-of-year total assets ($M) among Xponance Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$456K
Employer EIN202103144
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Xponance, Inc.)

Sponsor-wide plan assets over time

All Xponance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 3.116706930108663% vs 2022
2024 filing year
$13M$13.2M$13.4M$13.6M$13.8M 202220232024 $13.7M $13.2M ▼ -3.2%
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 Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Xponance Employee Stock Ownership Plan, Total assets ($B): 0.013223062 · Participants: 39Xponance Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Xponance Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Xponance Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Mel Foster Company Employee Stock Ownership Plan in MN ($13M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Xponance Employee Stock Ownership Plan assets move in 2024? ▼
Xponance Employee Stock Ownership Plan edged down modestly - down 3.3% during 2024, from $14M to $13M. Reported net income was -$456K.
How have Xponance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xponance, Inc.'s sponsor-wide assets declined 3.1%, from $14M to $13M.
Which ESOP plans are similar in size to Xponance Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mel Foster Company Employee Stock Ownership Plan in MN ($13M, 57 participants).
Which ESOP plans cover a similar participant headcount to Xponance Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M 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 202103144.

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.