ESOP · DOL Form 5500 · 2022

Genetics & Ivf Institute, Inc. ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
123
Participants Small participant base
84th
Percentile by assets National rank
$266,399
Avg per participant High balance/head
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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.

  • #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.

#17,331
in Healthcare & Social Assistance (20,060 peers)
+6.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Genetics & Ivf Institute Employee Stock Ownership Plan's outsized position by total assets

Genetics & Ivf Institute Employee Stock Ownership Plan vs every filed plan by assets

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

$32,767,086 Top 16% higher than 84% 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

Genetics & Ivf Institute 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. Genetics & Ivf Institute Employee Stock Ownership Plan sits mid-pack in the medium band (123 participants).

Published 5500 schedule card

Filing strip 541296887 · Genetics & Ivf Institute, Inc. PY 2022 · ESOP

Genetics & Ivf Institute Employee Stock Ownership Plan · $33M · 123 · 84th

  • PHOTO $33M
  • PHOTO 123
  • PHOTO 84th
  • PHOTO ESOP
  • PHOTO near Gordon, Inc. Employee Stock Ownership Plan
  • PHOTO ind #17331

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 →

Genetics & Ivf Institute Employee Stock Ownership Plan in the asset neighbourhood

Mgc Contractors, Inc. Employee Stock Ownership PlanMgc Contractors, Inc. Employ…$33MGordon, Inc. Employee Stock Ownership PlanGordon, Inc. Employee Stock …$33MGenetics & Ivf Institute Employee Stock Ownership PlanGenetics & Ivf Institute Emp…$33MHerbert Rowland & Grubic, Inc. Employee Stock Ownership PlanHerbert Rowland & Grubic, In…$33MDynabrade, Inc Employee Stock Ownership PlanDynabrade, Inc Employee Stoc…$33M
End-of-year total assets ($M) among Genetics & Ivf Institute Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Genetics & Ivf Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 26.104344677283137% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $47.3M $35M ▼ -26.1%
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 Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Genetics & Ivf Institute Employee Stock Ownership Plan, Total assets ($M): 32.767086 · Participants: 123Genetics & Ivf Institute Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Genetics & Ivf Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Genetics & Ivf Institute Employee Stock Ownership Plan side-by-side with 3 peers →

Genetics & Ivf Institute Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Gordon, Inc. Employee Stock Ownership Plan in LA ($33M); by covered participants it is Pacifica Graduate Institute Employees' Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 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).
Which ESOP plans cover a similar participant headcount to Genetics & Ivf Institute Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pacifica Graduate Institute Employees' Retirement Plan in CA (123 participants, $10M 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 541296887.

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.