ESOP · DOL Form 5500 · 2022

Genetics & Ivf Institute, Inc. ESOP

Data updated 2026-08-11

$33M
Total assets
123
Participants
84th
Percentile by assets
$266,399
Avg per participant
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Official DOL plan name: Genetics & Ivf Institute Employee Stock Ownership Plan · Sponsored by Genetics & Ivf Institute, Inc. · Virginia · Healthcare & Social Assistance

$33M in assets, 123 participants

Genetics & Ivf Institute, Inc.'s Genetics & Ivf Institute Employee Stock Ownership Plan reported $33M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #17,331 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Genetics & Ivf Institute Employee Stock Ownership Plan covers 123 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $33M.

$33M
total plan assets (2022 EOY)
123
covered participants
84th
percentile by assets (of 139,126 plans)
$266,399
avg assets per participant

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Genetics & Ivf Institute Employee Stock Ownership Plan reports 123 participants - about 16% of that state average ($33M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN541296887
Plan Effective Date1994-11-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Genetics & Ivf Institute, Inc.)

$30M$40M$50M$60M$70M 202220232024 $47.3M $35M ▼ -26.1%
Total plan assets by year, all Genetics & Ivf Institute, Inc. plans on file
Year Plans Participants Total Assets
2022 2 252 $47M
2023 2 255 $62M
2024 2 283 $35M

Nearby ESOP Plans in Virginia

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

Genetics & Ivf Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants

Genetics & Ivf Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Genetics & Ivf Insti…Nvr, Inc. Employee S…The Resorts Companie…American Systems Cor…New River Electrical…Davis H. Elliot Comp…
Genetics & Ivf Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Genetics & Ivf Institute Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Genetics & Ivf Institute Employee Stock Ownership Plan assets move in 2022?
Genetics & Ivf Institute Employee Stock Ownership Plan grew at a solid clip - up 6.0% during 2022, from $31M to $33M. Reported net income was $2M.
How have Genetics & Ivf Institute, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Genetics & Ivf Institute, Inc.'s sponsor-wide assets declined 26.1%, from $47M to $35M.
Where does Genetics & Ivf Institute Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Genetics & Ivf Institute Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Genetics & Ivf Institute Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Gordon, Inc. Employee Stock Ownership Plan in LA ($33M, 113 participants).

Next read for Genetics & Ivf Institute Employee Stock …

Filing takeaways

Ways to act on Genetics & Ivf Institute Employee Stock Ownership Plan's numbers.