ESOP · DOL Form 5500 · 2022
Valley Green, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $40,253
- Avg per participant Low balance/head
Official DOL plan name: Valley Green, Inc. Employee Stock Ownership Plan · Sponsored by Valley Green, Inc. · Massachusetts · Retail Trade
$2M in assets, 42 participants
Valley Green, Inc.'s Valley Green, Inc. Employee Stock Ownership Plan reported $2M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.
- #3,909 in Retail Trade (9,519 peers)
2022 asset change
Valley Green, Inc. Employee Stock Ownership Plan contracted severely 30.0% in 2022 ($2M → $2M) for 42 participants.
- #3,909
- in Retail Trade (9,519 peers)
- -30.0%
- assets change YoY
The plan reported a net loss of $726K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Valley Green, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Valley Green, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,690,628 31st percentile higher than 31% 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
Valley Green, 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. Valley Green, Inc. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 043533865 · Valley Green, Inc. PY 2022 · ESOP
Valley Green, Inc. Employee Stock Ownership Plan · $2M · 42 · 31st
- PHOTO $2M
- IND 42
- EOY 31st
- 5500 ESOP
- ASSETS near Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust
- PCT ind #3909
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 Massachusetts →
Valley Green, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Valley Green, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Valley Green, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42 | $2M |
| 2023 | 1 | 42 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$726K |
| Employer EIN | 043533865 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $495M · 1,315
- The Gillette Company Employee Stock Ownership Plan $381M · 193
- Abt Associates Inc. Employees Stock Ownership Plan $312M · 2,426
- New England Biolabs, Inc. Voting Stock Ownership Plan $272M · 386
- Eastern Bank Employee Stock Ownership Plan $259M · 1,646
Valley Green, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Packaging Specialties, Inc. Employee Stock Ownership Plan and Trust in OH ($2M); by covered participants it is Pappageorge Haymes Ltd. ESOP in IL (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (42 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.