PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. XTEK INC
Sponsor portfolioTH

XTEK INC

EIN 31-0847969-mechanical or industrial engineering-Latest filing 2025
Plans
6
Retirement
3
$94.4M assets
Welfare
3
$971K premiums
Participants
2,280
11451 READING RD - CINCINNATI, OH 452412246513-733-7911xtek.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
6 filings
#004ESOP-$59.0M - 650 part#003401k-$33.1M - 442 part#002TraditionalDB-$2.4M - 85 part#504Self Funded-$644K - 368 lives#501Fully Insured-$200K - 669 lives#502Fully Insured-$127K - 395 lives

Retirement portfolio analytics

3 plans aggregated / $94.4M assets / 1,177 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • EMPLOYEE STOCK OWNERSHIP (#004)62%
  • INC EMPLOYEE Savings (#003)35%
  • DEFINED BENEFIT PENSION (#002)3%
Total $94.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • MATRIX TRUST COMPANY35%
Total $94.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)650
  • INC EMPLOYEE Savings (#003)442
  • DEFINED BENEFIT PENSION (#002)85
Total 1,177Click row to drill in

Benefits portfolio analytics

3 plans / $971K premiums / 1,432 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$609K
  • Dental$180K
  • Life$113K
  • Long-term disability$113K
Total $902K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA68%
  • DELTA DENTAL OF CALIFORNIA20%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA13%
Total $902K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

XTEKINC EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$59.0M
Participants650
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

XTEK INC EMPLOYEE SAVINGS PLAN

401k

Assets$33.1M
Participants442
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

XTEK INC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.4M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

XTEK INC HEALTH BENEFITS PLAN

Self Funded - SUN LIFE ASSURANCE OF CANADA

Premiums$644K
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

XTEK INC GROUP MEDICAL PLAN

Fully Insured - DELTA DENTAL OF OHIO

Premiums$200K
Covered lives669
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

XTEK INC GROUP LIFE AND DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$127K
Covered lives395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004XTEKINC EMPLOYEE STOCK OWNERSHIP PLANESOP$59.0M6502025
003XTEK INC EMPLOYEE SAVINGS PLAN401k$33.1M4422025
002XTEK INC DEFINED BENEFIT PENSION PLANTraditionalDB$2.4M852025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504XTEK INC HEALTH BENEFITS PLANSelf FundedSUN LIFE ASSURANCE OF CANADA$644K3682025
501XTEK INC GROUP MEDICAL PLANFully InsuredDELTA DENTAL OF OHIO$200K6692025
502XTEK INC GROUP LIFE AND DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$127K3952025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica