ESOP · DOL Form 5500 · 2022
Southwestern Virginia Energy Industries, Ltd. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $61,650
- Avg per participant Low balance/head
Official DOL plan name: Southwestern Virginia Energy Industries, Ltd ESOP · Sponsored by Southwestern Virginia Energy Industries, Ltd. · Virginia · Utilities
$2M in assets, 35 participants
Southwestern Virginia Energy Industries, Ltd.'s Southwestern Virginia Energy Industries, Ltd ESOP reported $2M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #89 in Utilities (738 peers)
Utilities sector rank
Within Utilities, Southwestern Virginia Energy Industries, Ltd ESOP ranks #89 of 738 2022 filers by assets (24884% of the sector average)-$2M for 35 participants.
- #89
- in Utilities (738 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $256K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southwestern Virginia Energy Industries, Ltd ESOP's mid-pack asset rank among Utilities and all filers
Southwestern Virginia Energy Industries, Ltd ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,157,734 35th percentile higher than 35% 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
Southwestern Virginia Energy Industries, Ltd ESOP among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwestern Virginia Energy Industries, Ltd ESOP is a small filing (35 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 540471058 · Southwestern Virginia Energy Industries, Ltd. PY 2022 · ESOP
Southwestern Virginia Energy Industries, Ltd ESOP · $2M · 35 · 35th
- VS-ST $2M
- BOY 35
- SCH 35th
- EBSA ESOP
- PART near Atec Employee Stock Ownership Plan
- TYPE ind #89
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 Virginia →
Southwestern Virginia Energy Industries, Ltd ESOP in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$256K |
| Employer EIN | 540471058 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwestern Virginia Energy Industries, Ltd.)
Sponsor-wide plan assets over time
All Southwestern Virginia Energy Industries, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.399243836357957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $2M |
| 2023 | 1 | 37 | $2M |
| 2024 | 1 | 37 | $2M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $863M · 6,910
- The Resorts Companies, Inc. Employee Stock Ownership Plan $301M · 1,695
- American Systems Corporation Employee Stock Ownership Plan $292M · 1,828
- New River Electrical Corporation Employee Stock Ownership Plan $288M · 424
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan $237M · 1,882
Southwestern Virginia Energy Industries, Ltd ESOP's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Atec Employee Stock Ownership Plan in KS ($2M); by covered participants it is Valley City Sign Company Employee Stock Ownership Plan in MI (35 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 (35 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.