ESOP · DOL Form 5500 · 2022

Saver Group, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
546
Participants Below avg headcount
61st
Percentile by assets National rank
$15,052
Avg per participant Low balance/head
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Official DOL plan name: Saver Group, Inc. Employee Stock Ownership Plan · Sponsored by Saver Group, Inc. · Kentucky · Wholesale Trade

$8M in assets, 546 participants

Saver Group, Inc.'s Saver Group, Inc. Employee Stock Ownership Plan reported $8M in total assets and 546 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,565 in Wholesale Trade (6,843 peers)

2022 asset change

Saver Group, Inc. Employee Stock Ownership Plan grew sharply 23.1% in 2022 ($7M → $8M) for 546 participants.

#3,565
in Wholesale Trade (6,843 peers)
+23.1%
assets growth YoY

Saver Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$8,218,522 Top 39% higher than 61% 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

Saver 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. Saver Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (546 participants).

EBSA filing schedule strip

Filing strip 311532482 · Saver Group, Inc. PY 2022 · ESOP

Saver Group, Inc. Employee Stock Ownership Plan · $8M · 546 · 61st

  • RANK $8M
  • RANK 546
  • RANK 61st
  • RANK ESOP
  • RANK near Latitude Corp. Employee Stock Ownership Plan
  • RANK ind #3565

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 Kentucky →

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

Saver Group, Inc. Employee Stock Ownership PlanSaver Group, Inc. Employee S…$8MLatitude Corp. Employee Stock Ownership PlanLatitude Corp. Employee Stoc…$8MLitho Press, Inc. Employee Stock Ownership PlanLitho Press, Inc. Employee S…$8MFirst National Bank of Mcgregor ESOPFirst National Bank of Mcgre…$8MAmusement Group Holdings, Inc. ESOPAmusement Group Holdings, In…$8M
End-of-year total assets ($M) among Saver Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Saver Group, Inc. years around the 2022 move

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$15M 0.1530023088851132% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M 202220232024 $14.8M $14.9M ▲ +0.1%
Year Plans Participants Total Assets
2022 2 1,073 $15M
2023 2 1,036 $16M
2024 2 1,174 $15M

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN311532482
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Saver Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.522.5 Total assets ($B) Participants Saver Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008218522 · Participants: 546Saver Group, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Saver Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Saver Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Latitude Corp. Employee Stock Ownership Plan in WI ($8M); by covered participants it is Arco/Murray National Holdings, Inc. Employee Stock Ownership Plan in MO (546 participants). Same-state nearby plans are listed separately above.

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 Saver Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Saver Group, Inc. Employee Stock Ownership Plan grew sharply - up 23.1% during 2022, from $7M to $8M. Reported net income was $2M.
How have Saver Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saver Group, Inc.'s sponsor-wide assets grew 0.2%, from $15M to $15M.
Which ESOP plans are similar in size to Saver Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Latitude Corp. Employee Stock Ownership Plan in WI ($8M, 143 participants).
Which ESOP plans cover a similar participant headcount to Saver Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Arco/Murray National Holdings, Inc. Employee Stock Ownership Plan in MO (546 participants, $49M 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 311532482.

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.