ESOP · DOL Form 5500 · 2022

Savvy Rest, Inc. ESOP

Data updated 2026-08-25

$351K
Total assets Small plan by assets
21
Participants Small participant base
15th
Percentile by assets National rank
$16,711
Avg per participant Low balance/head
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Official DOL plan name: Savvy Rest Employee Stock Ownership Plan · Sponsored by Savvy Rest, Inc. · Virginia · Professional & Technical Services

$351K in assets, 21 participants

Savvy Rest, Inc.'s Savvy Rest Employee Stock Ownership Plan reported $351K in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,597 in Professional & Technical Services (21,562 peers)

Savvy Rest, Inc. multi-year trail

Savvy Rest, Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Savvy Rest Employee Stock Ownership Plan at $351K / 21 participants.

#2,597
in Professional & Technical Services (21,562 peers)
+9.3%
assets growth YoY

Savvy Rest Employee Stock Ownership Plan among the smaller filed plans by assets

Savvy Rest Employee Stock Ownership Plan vs every filed plan by assets

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

$350,937 15th percentile higher than 15% 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

Savvy Rest Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savvy Rest Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 134333574 · Savvy Rest, Inc. PY 2022 · ESOP

Savvy Rest Employee Stock Ownership Plan · $351K · 21 · 15th

  • RANK $351K
  • RANK 21
  • RANK 15th
  • RANK ESOP
  • RANK near Missry Associates, Inc. Employee Stock Ownership Plan
  • RANK ind #2597

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 →

Savvy Rest Employee Stock Ownership Plan in the asset neighbourhood

Savvy Rest Employee Stock Ownership PlanSavvy Rest Employee Stock Ow…$351KMissry Associates, Inc. Employee Stock Ownership PlanMissry Associates, Inc. Empl…$350KBanik Communications, Inc. Employee Stock Ownership PlanBanik Communications, Inc. E…$350KFlow Sciences, Inc. Employee Stock Ownership PlanFlow Sciences, Inc. Employee…$349KH-S Precision, Inc. Employee Stock Ownership PlanH-S Precision, Inc. Employee…$349K
End-of-year total assets ($M) among Savvy Rest Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Savvy Rest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Savvy Rest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$284K 19.026206983019744% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M 202220232024 $0.35M $0.28M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 21 $351K
2023 1 19 $306K
2024 1 19 $284K

Savvy Rest, Inc. filing trail (2022)

Total Assets (Beginning of Year)$321K
Net Assets (End of Year)$351K
Net Income$35K
Employer EIN134333574
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Savvy Rest Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Savvy Rest Employee Stock Ownership Plan, Total assets ($M): 0.350937 · Participants: 21Savvy Rest 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
Savvy Rest Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Savvy Rest Employee Stock Ownership Plan side-by-side with 3 peers →

Savvy Rest Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Missry Associates, Inc. Employee Stock Ownership Plan in NJ ($350K); by covered participants it is Eagle Metal Employee Stock Ownership Plan in FL (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Savvy Rest Employee Stock Ownership Plan assets move in 2022? ▼
Savvy Rest Employee Stock Ownership Plan grew at a solid clip - up 9.3% during 2022, from $321K to $351K. Reported net income was $35K.
How have Savvy Rest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Savvy Rest, Inc.'s sponsor-wide assets declined 19.0%, from $351K to $284K.
Where does Savvy Rest Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Savvy Rest Employee Stock Ownership Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Savvy Rest Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Missry Associates, Inc. Employee Stock Ownership Plan in NJ ($350K, 23 participants).
Which ESOP plans cover a similar participant headcount to Savvy Rest Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Metal Employee Stock Ownership Plan in FL (21 participants, $27M 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 134333574.

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.