ESOP · DOL Form 5500 · 2022

Averest, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
47th
Percentile by assets National rank
$348,651
Avg per participant High balance/head
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Official DOL plan name: Averest, Incorporated Employee Stock Ownership Plan · Sponsored by Averest, Inc. · Georgia · Wholesale Trade

$4M in assets, 12 participants

Averest, Inc.'s Averest, Incorporated Employee Stock Ownership Plan reported $4M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,358 in Wholesale Trade (6,843 peers)

Averest, Inc. multi-year trail

Averest, Inc.'s plans moved +543.8% in assets from 2022 to 2024; this filing shows Averest, Incorporated Employee Stock Ownership Plan at $4M / 12 participants.

#2,358
in Wholesale Trade (6,843 peers)
$544K
reported net income

Averest, Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Averest, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,183,806 47th percentile higher than 47% of 139,123 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 2022

Averest, Incorporated Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Averest, Incorporated Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 113719699 · Averest, Inc. PY 2022 · ESOP

Averest, Incorporated Employee Stock Ownership Plan · $4M · 12 · 47th

  • PCT $4M
  • PCT 12
  • PCT 47th
  • PCT ESOP
  • PCT near The Howard Company, Inc. Employee Stock Ownership Plan
  • PCT ind #2358

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 Georgia →

Averest, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Averest, Incorporated Employee Stock Ownership PlanAverest, Incorporated Employ…$4MThe Howard Company, Inc. Employee Stock Ownership PlanThe Howard Company, Inc. Emp…$4MMckenzie Supply Company Employee Stock Ownership PlanMckenzie Supply Company Empl…$4MMbi Direct Mail, Inc. Employee Stock Ownership Plan and TrustMbi Direct Mail, Inc. Employ…$4MSpectral Sciences, Inc. Employee Stock Ownership PlanSpectral Sciences, Inc. Empl…$4M
End-of-year total assets ($M) among Averest, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Averest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Averest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 543.7678993720073% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $4.18M $26.9M ▲ +544.3%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 15 $20M
2024 1 23 $27M

Averest, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$544K
Net Income$544K
Employer EIN113719699
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Averest, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Averest, Incorporated Employee Stock Ownership Plan, Total assets ($M): 4.183806 · Participants: 12Averest, Incorporated Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Averest, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Averest, Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is The Howard Company, Inc. Employee Stock Ownership Plan in WI ($4M); by covered participants it is Estructure Inc. Employee Stock Ownership Plan in CA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Averest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Averest, Inc.'s sponsor-wide assets grew 543.8%, from $4M to $27M.
Which ESOP plans are similar in size to Averest, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Howard Company, Inc. Employee Stock Ownership Plan in WI ($4M, 58 participants).
Which ESOP plans cover a similar participant headcount to Averest, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Estructure Inc. Employee Stock Ownership Plan in CA (12 participants, $890K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113719699.

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.