ESOP · DOL Form 5500 · 2022

Ivs Group, Inc. & Affiliates ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
7
Participants Small participant base
63rd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan · Sponsored by Ivs Group, Inc. & Affiliates · West Virginia · Construction

$9M in assets, 7 participants

Ivs Group, Inc. & Affiliates's Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan reported $9M in total assets and 7 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.

  • #6,222 in Construction (9,927 peers)

Ivs Group, Inc. & Affiliates multi-year trail

Ivs Group, Inc. & Affiliates's plans moved +51.4% in assets from 2022 to 2024; this filing shows Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan at $9M / 7 participants.

#6,222
in Construction (9,927 peers)
-$9M
reported net income

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan vs every filed plan by assets

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

$9,195,687 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

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 550614475 · Ivs Group, Inc. & Affiliates PY 2022 · ESOP

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan · $9M · 7 · 63rd

  • PCT $9M
  • PCT 7
  • PCT 63rd
  • PCT ESOP
  • PCT near Canandaigua National Bank & Trust Company Employee Stock Ownership Plan
  • PCT ind #6222

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 West Virginia →

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan in the asset neighbourhood

Alliance Group, Inc. Employee Stock Ownership PlanAlliance Group, Inc. Employe…$9MIvs Group, Inc. & Affiliates Employee Stock Ownership PlanIvs Group, Inc. & Affiliates…$9MCanandaigua National Bank & Trust Company Employee Stock Ownership PlanCanandaigua National Bank & …$9MAcme Rigging Company, Inc. Employee Stock Ownership PlanAcme Rigging Company, Inc. E…$9MWine World Companies, Inc. Employee Stock Ownership PlanWine World Companies, Inc. E…$9M
End-of-year total assets ($M) among Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ivs Group, Inc. & Affiliates multi-year asset trail

Sponsor-wide plan assets over time

All Ivs Group, Inc. & Affiliates plans reported in each filing year

Latest sponsor-wide plan assets
$14M 51.35159559041102% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.2M $13.9M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 7 $9M
2023 1 90 $11M
2024 1 95 $14M

Ivs Group, Inc. & Affiliates filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$9M
Net Income-$9M
Employer EIN550614475
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in West Virginia

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

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080 Total assets ($M) Participants Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($M): 9.195687 · Participants: 7Ivs Group, Inc. & Affiliates Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 62.954773 · Participants: 60Triton Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 36.993299 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 26.703168 · Participants: 158Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 24.823151 · Participants: 1716Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanMarch-Westin Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 15.297112 · Participants: 89March-Westin Company, Inc. Employee Stock Ownership Plan
Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside West Virginia, the nearest ESOP by assets is Canandaigua National Bank & Trust Company Employee Stock Ownership Plan in NY ($9M); by covered participants it is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 have Ivs Group, Inc. & Affiliates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivs Group, Inc. & Affiliates's sponsor-wide assets grew 51.4%, from $9M to $14M.
Which ESOP plans are similar in size to Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Canandaigua National Bank & Trust Company Employee Stock Ownership Plan in NY ($9M, 641 participants).
Which ESOP plans cover a similar participant headcount to Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gilbert Construction Company, Ltd Employee Stock Ownership Plan in SC (7 participants, N/A 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 550614475.

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.