ESOP · DOL Form 5500 · 2022
Improve Group, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $101,369
- Avg per participant Below avg balance/head
Official DOL plan name: Improve Group, Inc. Employee Stock Ownership Plan · Sponsored by Improve Group, Inc. · New Mexico · Wholesale Trade
$3M in assets, 34 participants
Improve Group, Inc.'s Improve Group, Inc. Employee Stock Ownership Plan reported $3M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,073 in Wholesale Trade (6,843 peers)
2022 asset change
Improve Group, Inc. Employee Stock Ownership Plan declined sharply 15.7% in 2022 ($4M → $3M) for 34 participants.
- #2,073
- in Wholesale Trade (6,843 peers)
- -15.7%
- assets change YoY
The plan reported a net loss of $436K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Improve Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
Improve Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,446,554 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Improve Group, Inc. 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. Improve Group, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 840715545 · Improve Group, Inc. PY 2022 · ESOP
Improve Group, Inc. Employee Stock Ownership Plan · $3M · 34 · 43rd
- EOY $3M
- 5500 34
- ASSETS 43rd
- PCT ESOP
- EIN near Anderson Fabrics, Inc. ESOP
- RANK ind #2073
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 New Mexico →
Improve Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Improve Group, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Improve Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 4.781964826316373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $3M |
| 2023 | 1 | 34 | $5M |
| 2024 | 1 | 28 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$436K |
| Employer EIN | 840715545 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Mexico
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Stock Ownership Plan of Applied Research Associates, Inc. $462M · 1,640
- Ppic Employee Stock Ownership Plan $44M · 131
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $23M · 96
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan $15M · 16
- Miller Engineers, Inc. Employee Stock Ownership Plan $14M · 241
Improve Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New Mexico, the nearest ESOP by assets is Anderson Fabrics, Inc. ESOP in MN ($3M); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.