ESOP · DOL Form 5500 · 2022

Transitions Group, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
83
Participants Small participant base
58th
Percentile by assets National rank
$88,166
Avg per participant Below avg balance/head
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Official DOL plan name: Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement · Sponsored by Transitions Group, Inc. · Kansas · Real Estate

$7M in assets, 83 participants

Transitions Group, Inc.'s Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement reported $7M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,788 in Real Estate (5,057 peers)

Transitions Group, Inc. multi-year trail

Transitions Group, Inc.'s plans moved -56.7% in assets from 2022 to 2024; this filing shows Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement at $7M / 83 participants.

#3,788
in Real Estate (5,057 peers)
-10.4%
assets change YoY

The plan reported a net loss of $787K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement's mid-pack asset rank among Real Estate and all filers

Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement vs every filed plan by assets

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

$7,317,760 Top 42% higher than 58% 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

Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement is a small filing (83 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 431801815 · Transitions Group, Inc. PY 2022 · ESOP

Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement · $7M · 83 · 58th

  • PHOTO $7M
  • PHOTO 83
  • PHOTO 58th
  • PHOTO ESOP
  • PHOTO near The Sherman Engineering Company Employee Stock Ownership Plan
  • PHOTO ind #3788

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 Kansas →

Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement in the asset neighbourhood

General Networks Corporation Employees' Stock Ownership PlanGeneral Networks Corporation…$7MQuintus, Inc. Employee Stock Ownership PlanQuintus, Inc. Employee Stock…$7MTransitions Group, Inc. Employee Stock Ownership Plan and Trust AgreementTransitions Group, Inc. Empl…$7MThe Sherman Engineering Company Employee Stock Ownership PlanThe Sherman Engineering Comp…$7MShasta Forest Products, Inc. Employee Stock Ownership PlanShasta Forest Products, Inc.…$7M
End-of-year total assets ($M) among Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Transitions Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 56.661866573454745% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $12.9M $5.58M ▼ -56.7%
Year Plans Participants Total Assets
2022 2 184 $13M
2023 1 86 $7M
2024 1 94 $6M

Transitions Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$787K
Employer EIN431801815
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 02004006008001000 -1000100200300400 Total assets ($M) Participants Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement, Total assets ($M): 7.31776 · Participants: 83Transitions Group, Inc. Employee Stock Ownership Plan and Trust AgreementPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 369.500071 · Participants: 506Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 224.759718 · Participants: 560Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 224.129068 · Participants: 867Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 133.421113 · Participants: 244Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 77.703859 · Participants: 603Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is The Sherman Engineering Company Employee Stock Ownership Plan in PA ($7M); by covered participants it is Hilbers, Inc. Employee Stock Ownership Plan in CA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement assets move in 2022? ▼
Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement pulled back noticeably - down 10.4% during 2022, from $8M to $7M. Reported net income was -$787K.
How have Transitions Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transitions Group, Inc.'s sponsor-wide assets declined 56.7%, from $13M to $6M.
Which ESOP plans are similar in size to Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by assets is The Sherman Engineering Company Employee Stock Ownership Plan in PA ($7M, 41 participants).
Which ESOP plans cover a similar participant headcount to Transitions Group, Inc. Employee Stock Ownership Plan and Trust Agreement? ▼
Among ESOP plans in other states, the closest by covered participants is Hilbers, Inc. Employee Stock Ownership Plan in CA (83 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 431801815.

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.