ESOP · DOL Form 5500 · 2023
Nbg Holdings, Inc. ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $19,496
- Avg per participant Low balance/head
Official DOL plan name: Natural Beauty Growers Employee Stock Ownership Plan · Sponsored by Nbg Holdings, Inc. · Wisconsin · Agriculture, Forestry & Fishing
$3M in assets, 156 participants
Nbg Holdings, Inc.'s Natural Beauty Growers Employee Stock Ownership Plan reported $3M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #471 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Wisconsin
Natural Beauty Growers Employee Stock Ownership Plan covers 156 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.
- #471
- in Agriculture, Forestry & Fishing (1,288 peers)
- +46.4%
- assets growth YoY
Natural Beauty Growers Employee Stock Ownership Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Natural Beauty Growers Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,041,374 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Natural Beauty Growers Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Natural Beauty Growers Employee Stock Ownership Plan sits mid-pack in the medium band (156 participants).
Published 5500 schedule card
Filing strip 471586021 · Nbg Holdings, Inc. PY 2023 · ESOP
Natural Beauty Growers Employee Stock Ownership Plan · $3M · 156 · 36th
- PART $3M
- TYPE 156
- NET 36th
- BOOK ESOP
- VS-ST near Emsi, Inc. Employee Stock Ownership Plan
- BOY ind #471
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 Wisconsin →
Natural Beauty Growers Employee Stock Ownership Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $964K |
| Employer EIN | 471586021 |
| Plan Effective Date | 2022-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nbg Holdings, Inc.)
Sponsor-wide plan assets over time
All Nbg Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 210.05723071217153% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 156 | $3M |
| 2024 | 1 | 198 | $9M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Natural Beauty Growers Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Emsi, Inc. Employee Stock Ownership Plan in PA ($3M); by covered participants it is Minnesota Elevator, Inc. Employee Stock Ownership Plan in MN (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Minnesota Elevator, Inc. Employee Stock Ownership Plan (MN) 156 · 0 off
- Woodsman ESOP (FL) 156 · 0 off
- J. D. Steel Co., Inc. Employee Stock Ownership Plan (AZ) 156 · 0 off
- Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust (OH) 156 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.