ESOP · DOL Form 5500 · 2022

The Nevell Group, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
142
Participants Small participant base
63rd
Percentile by assets National rank
$65,219
Avg per participant Low balance/head
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Official DOL plan name: The Nevell Group, Inc. Employee Stock Ownership Plan · Sponsored by The Nevell Group, Inc. · California · Construction

$9M in assets, 142 participants

The Nevell Group, Inc.'s The Nevell Group, Inc. Employee Stock Ownership Plan reported $9M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,237 in Construction (9,927 peers)

Coverage in California

The Nevell Group, Inc. Employee Stock Ownership Plan covers 142 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $9M.

#6,237
in Construction (9,927 peers)
-35.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Nevell Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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

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

$9,261,072 Top 37% higher than 63% 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

The Nevell Group, Inc. 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. The Nevell Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (142 participants).

Plan-year Form 5500 strip

Filing strip 223892375 · The Nevell Group, Inc. PY 2022 · ESOP

The Nevell Group, Inc. Employee Stock Ownership Plan · $9M · 142 · 63rd

  • TYPE $9M
  • TYPE 142
  • TYPE 63rd
  • TYPE ESOP
  • TYPE near Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan
  • TYPE ind #6237

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 California →

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

Glass Systems, Inc. Employee Stock Ownership PlanGlass Systems, Inc. Employee…$9MThe Nevell Group, Inc. Employee Stock Ownership PlanThe Nevell Group, Inc. Emplo…$9MJeffco Flooring & Supply, Inc. Employee Stock Ownership PlanJeffco Flooring & Supply, In…$9MTower Metalworking Fluids Co. Employee Stock Ownership Plan & TrustTower Metalworking Fluids Co…$9MNation-Wide Repair Holding Company, Inc. Employee Stock Ownership PlanNation-Wide Repair Holding C…$9M
End-of-year total assets ($M) among The Nevell Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$106M
Net Income-$1M
Employer EIN223892375
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Nevell Group, Inc.)

Sponsor-wide plan assets over time

All The Nevell Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 246.12615040677795% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $9.26M $32.1M ▲ +246.1%
Year Plans Participants Total Assets
2022 1 142 $9M
2023 2 292 $25M
2024 2 306 $32M

Nearby ESOP Plans in California

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

The Nevell Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Nevell Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009261072 · Participants: 142The Nevell Group, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
The Nevell Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Nevell Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan in TN ($9M); by covered participants it is Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust in MN (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 The Nevell Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
The Nevell Group, Inc. Employee Stock Ownership Plan contracted severely - down 35.2% during 2022, from $14M to $9M. Reported net income was -$1M.
How have The Nevell Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nevell Group, Inc.'s sponsor-wide assets grew 246.1%, from $9M to $32M.
Which ESOP plans are similar in size to The Nevell Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jeffco Flooring & Supply, Inc. Employee Stock Ownership Plan in TN ($9M, 26 participants).
Which ESOP plans cover a similar participant headcount to The Nevell Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Assurance Mfg Co. Inc. Employee Stock Ownership Plan and Trust in MN (142 participants, $42M 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 223892375.

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.