ESOP · DOL Form 5500 · 2022

Ovare Group, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
122
Participants Small participant base
67th
Percentile by assets National rank
$89,412
Avg per participant Below avg balance/head
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Official DOL plan name: Ovare Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Ovare Group, Inc. · Kentucky · Professional & Technical Services

$11M in assets, 122 participants

Ovare Group, Inc.'s Ovare Group, Inc. Employee Stock Ownership Plan and Trust reported $11M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,170 in Professional & Technical Services (21,562 peers)

Coverage in Kentucky

Ovare Group, Inc. Employee Stock Ownership Plan and Trust covers 122 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $11M.

#14,170
in Professional & Technical Services (21,562 peers)
-72.8%
assets change YoY

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ovare Group, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Ovare Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$10,908,305 Top 33% higher than 67% 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

Ovare Group, Inc. Employee Stock Ownership Plan and Trust 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. Ovare Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (122 participants).

EBSA filing schedule strip

Filing strip 611121048 · Ovare Group, Inc. PY 2022 · ESOP

Ovare Group, Inc. Employee Stock Ownership Plan and Trust · $11M · 122 · 67th

  • EBSA $11M
  • EBSA 122
  • EBSA 67th
  • EBSA ESOP
  • EBSA near Lake Foods LLC Employee Stock Ownership Plan
  • EBSA ind #14170

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 →

Ovare Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Afp Logs and Lumber, Inc. Employee Stock Ownership PlanAfp Logs and Lumber, Inc. Em…$11MOvare Group, Inc. Employee Stock Ownership Plan and TrustOvare Group, Inc. Employee S…$11MLake Foods LLC Employee Stock Ownership PlanLake Foods LLC Employee Stoc…$11MEvergreen Trading Employee Stock Ownership PlanEvergreen Trading Employee S…$11MRecon Environmental Employee Stock Ownership PlanRecon Environmental Employee…$11M
End-of-year total assets ($M) among Ovare Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$6M
Net Income-$29M
Employer EIN611121048
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ovare Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$11M 43.25738311440678% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $20M $11.4M ▼ -43.2%
Year Plans Participants Total Assets
2022 2 321 $20M
2023 2 279 $11M
2024 2 194 $11M

Nearby ESOP Plans in Kentucky

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

Ovare Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Ovare Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.010908305 · Participants: 122Ovare Group, Inc. Employee Stock Ownership Plan and TrustHouchens 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
Ovare Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Ovare Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Lake Foods LLC Employee Stock Ownership Plan in GA ($11M); by covered participants it is Barr & Barr, Inc. Employee Stock Ownership Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Ovare Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Ovare Group, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 72.8% during 2022, from $40M to $11M. Reported net income was -$29M.
How have Ovare Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ovare Group, Inc.'s sponsor-wide assets declined 43.3%, from $20M to $11M.
Which ESOP plans are similar in size to Ovare Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Lake Foods LLC Employee Stock Ownership Plan in GA ($11M, 445 participants).
Which ESOP plans cover a similar participant headcount to Ovare Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Barr & Barr, Inc. Employee Stock Ownership Plan in NY (122 participants, $24M 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 611121048.

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.