ESOP · DOL Form 5500 · 2022

Ross Group, Inc. ESOP

Data updated 2026-08-25

$924K
Total assets Small plan by assets
21
Participants Small participant base
24th
Percentile by assets National rank
$43,999
Avg per participant Low balance/head
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Official DOL plan name: Ross Group, Inc. Employee Stock Ownership Plan · Sponsored by Ross Group, Inc. · Georgia · Professional & Technical Services

$924K in assets, 21 participants

Ross Group, Inc.'s Ross Group, Inc. Employee Stock Ownership Plan reported $924K in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,398 in Professional & Technical Services (21,562 peers)

Ross Group, Inc. multi-year trail

Ross Group, Inc.'s plans moved +26.4% in assets from 2022 to 2024; this filing shows Ross Group, Inc. Employee Stock Ownership Plan at $924K / 21 participants.

#4,398
in Professional & Technical Services (21,562 peers)
-10.7%
assets change YoY

The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ross Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Ross Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$923,980 24th percentile higher than 24% 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

Ross 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. Ross Group, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 311395251 · Ross Group, Inc. PY 2022 · ESOP

Ross Group, Inc. Employee Stock Ownership Plan · $924K · 21 · 24th

  • PART $924K
  • TYPE 21
  • NET 24th
  • BOOK ESOP
  • VS-ST near Margaret O'leary Employee Stock Ownership Plan
  • BOY ind #4398

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 →

Ross Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Aspirant, Inc. Employee Stock Ownership PlanAspirant, Inc. Employee Stoc…$925KRoss Group, Inc. Employee Stock Ownership PlanRoss Group, Inc. Employee St…$924KMargaret O'leary Employee Stock Ownership PlanMargaret O'leary Employee St…$924KAtlantic Directional Drilling, Inc. Employee Stock Ownership PlanAtlantic Directional Drillin…$923KD.W. Johnston Construction, Inc. Employee Stock Ownership PlanD.W. Johnston Construction, …$922K
End-of-year total assets ($M) among Ross Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ross Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ross Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.440290915387777% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.92M $1.17M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 21 $924K
2023 1 20 $1M
2024 1 19 $1M

Ross Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$673K
Net Income-$42K
Employer EIN311395251
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Ross Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Ross Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.92398 · Participants: 21Ross Group, Inc. 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
Ross Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

Ross Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Margaret O'leary Employee Stock Ownership Plan in CA ($924K); by covered participants it is Eagle Metal Employee Stock Ownership Plan in FL (21 participants). Same-state nearby plans are listed separately above.

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 did Ross Group, Inc. Employee Stock Ownership Plan assets move in 2022?
Ross Group, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.7% during 2022, from $1M to $924K. Reported net income was -$42K.
How have Ross Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ross Group, Inc.'s sponsor-wide assets grew 26.4%, from $924K to $1M.
Where does Ross Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Ross Group, Inc. Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ross Group, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Margaret O'leary Employee Stock Ownership Plan in CA ($924K, 29 participants).
Which ESOP plans cover a similar participant headcount to Ross Group, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Eagle Metal Employee Stock Ownership Plan in FL (21 participants, $27M in assets).