ESOP · DOL Form 5500 · 2022

Fund Evaluation Group 2017, Inc. ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
118
Participants Small participant base
85th
Percentile by assets National rank
$306,744
Avg per participant High balance/head
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Official DOL plan name: Fund Evaluation Group Employee Stock Ownership Plan · Sponsored by Fund Evaluation Group 2017, Inc. · Ohio · Finance & Insurance

$36M in assets, 118 participants

Fund Evaluation Group 2017, Inc.'s Fund Evaluation Group Employee Stock Ownership Plan reported $36M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,017 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Fund Evaluation Group Employee Stock Ownership Plan covers 118 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $36M.

#7,017
in Finance & Insurance (9,261 peers)
+0.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fund Evaluation Group Employee Stock Ownership Plan's outsized position by total assets

Fund Evaluation Group Employee Stock Ownership Plan vs every filed plan by assets

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

$36,195,848 Top 15% higher than 85% 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

Fund Evaluation Group Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fund Evaluation Group Employee Stock Ownership Plan sits mid-pack in the medium band (118 participants).

Form 5500 schedule snapshot

Filing strip 822116824 · Fund Evaluation Group 2017, Inc. PY 2022 · ESOP

Fund Evaluation Group Employee Stock Ownership Plan · $36M · 118 · 85th

  • EBSA $36M
  • EBSA 118
  • EBSA 85th
  • EBSA ESOP
  • EBSA near J. Lee Milligan, Inc. Employee Stock Ownership Plan
  • EBSA ind #7017

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 Ohio →

Fund Evaluation Group Employee Stock Ownership Plan in the asset neighbourhood

Fund Evaluation Group Employee Stock Ownership PlanFund Evaluation Group Employ…$36MJ. Lee Milligan, Inc. Employee Stock Ownership PlanJ. Lee Milligan, Inc. Employ…$36MBarker-Phillips-Jackson, Inc. Employee Stock Ownership PlanBarker-Phillips-Jackson, Inc…$36MFolience, Inc. Employee Stock Ownership PlanFolience, Inc. Employee Stoc…$36MTriad Manufacturing, Inc. Employee Stock Ownership PlanTriad Manufacturing, Inc. Em…$36M
End-of-year total assets ($M) among Fund Evaluation Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$7M
Net Income$957K
Employer EIN822116824
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fund Evaluation Group 2017, Inc.)

Sponsor-wide plan assets over time

All Fund Evaluation Group 2017, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 25.55831265508685% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.2M $45.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 118 $36M
2023 1 116 $40M
2024 1 123 $45M

Nearby ESOP Plans in Ohio

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

Fund Evaluation Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Fund Evaluation Group Employee Stock Ownership Plan, Total assets ($B): 0.036195848 · Participants: 118Fund Evaluation Group Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Fund Evaluation Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Fund Evaluation Group Employee Stock Ownership Plan side-by-side with 3 peers →

Fund Evaluation Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is J. Lee Milligan, Inc. Employee Stock Ownership Plan in TX ($36M); by covered participants it is Thea Holdings Employee Stock Ownership Plan in NJ (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 did Fund Evaluation Group Employee Stock Ownership Plan assets move in 2022? ▼
Fund Evaluation Group Employee Stock Ownership Plan held essentially flat - up 0.2% during 2022, from $36M to $36M. Reported net income was $957K.
How have Fund Evaluation Group 2017, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fund Evaluation Group 2017, Inc.'s sponsor-wide assets grew 25.6%, from $36M to $45M.
Where does Fund Evaluation Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fund Evaluation Group Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Fund Evaluation Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J. Lee Milligan, Inc. Employee Stock Ownership Plan in TX ($36M, 336 participants).
Which ESOP plans cover a similar participant headcount to Fund Evaluation Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thea Holdings Employee Stock Ownership Plan in NJ (118 participants, $2M 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 822116824.

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.