401(k) · DOL Form 5500 · 2024

Xcel Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
35
Participants Small participant base
38th
Percentile by assets National rank
$109,486
Avg per participant Below avg balance/head
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Official DOL plan name: Xcel Brands, Inc. 401(k) Savings Plan · Sponsored by Xcel Brands, Inc. · New York · Finance & Insurance

$4M in assets, 35 participants

Xcel Brands, Inc.'s Xcel Brands, Inc. 401(k) Savings Plan reported $4M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,125 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Xcel Brands, Inc. 401(k) Savings Plan holds $4M for 35 participants - about $109,486 per participant, in the lower half of filed plans by assets.

#2,125
in Finance & Insurance (8,549 peers)
+5.9%
assets growth YoY

Xcel Brands, Inc. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Xcel Brands, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$3,832,000 38th percentile higher than 38% 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

Xcel Brands, Inc. 401(k) Savings 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. Xcel Brands, Inc. 401(k) Savings Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Xcel Brands, Inc. 401(k) Savings Plan reported net income rose from -$78K in the plan year 2023 filing to $215K in the plan year 2024 filing.
  • Xcel Brands, Inc. 401(k) Savings Plan reported participants fell from 76 in the plan year 2023 filing to 35 in the plan year 2024 filing.
  • Xcel Brands, Inc. 401(k) Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760307819 · Xcel Brands, Inc. PY 2024 · 401(k)

Xcel Brands, Inc. 401(k) Savings Plan · $4M · 35 · 38th

  • IND $4M
  • EOY 35
  • 5500 38th
  • ASSETS 401(k)
  • PCT near Allied Cook Construction Corp. Employee Stock Ownership 401(k) Plan
  • EIN ind #2125

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 Finance & Insurance retirement plans → · Plans in New York →

Xcel Brands, Inc. 401(k) Savings Plan in the asset neighbourhood

Xcel Brands, Inc. 401(k) Savings PlanXcel Brands, Inc. 401(k) Sav…$4MAllied Cook Construction Corp. Employee Stock Ownership 401(k) PlanAllied Cook Construction Cor…$4MCarc, Inc. 401(k) Plan$4MEos Defense Systems USA, Inc., 401(k) PlanEos Defense Systems USA, Inc…$4MBluestone Real Estate Services 401(k) PlanBluestone Real Estate Servic…$4M
End-of-year total assets ($M) among Xcel Brands, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$215K
Employer EIN760307819
Plan Effective Date2011-08-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Xcel Brands, Inc.)

Sponsor-wide plan assets over time

All Xcel Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.698115086506202% vs 2022
2024 filing year
$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.7M $3.83M ▲ +3.5%
Year Plans Participants Total Assets
2022 1 90 $4M
2023 1 76 $4M
2024 1 35 $4M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Xcel Brands, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Xcel Brands, Inc. 401(k) Savings Plan, Total assets ($B): 0.003832 · Participants: 35Xcel Brands, Inc. 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Xcel Brands, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Xcel Brands, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Xcel Brands, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Allied Cook Construction Corp. Employee Stock Ownership 401(k) Plan in ME ($4M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Xcel Brands, Inc. 401(k) Savings Plan assets move in 2024? ▼
Xcel Brands, Inc. 401(k) Savings Plan grew at a solid clip - up 5.9% during 2024, from $4M to $4M. Reported net income was $215K.
How have Xcel Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Xcel Brands, Inc.'s sponsor-wide assets grew 3.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Xcel Brands, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied Cook Construction Corp. Employee Stock Ownership 401(k) Plan in ME ($4M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Xcel Brands, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M 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 760307819.

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.