ESOP · DOL Form 5500 · 2023

Ross Group, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
20
Participants Small participant base
25th
Percentile by assets National rank
$58,895
Avg per participant Low balance/head
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Official DOL plan name: Ross Group, Inc. Employee Stock Ownership Plan · Sponsored by Ross Group, Inc. · Georgia · Professional & Technical Services

$1M in assets, 20 participants

Ross Group, Inc.'s Ross Group, Inc. Employee Stock Ownership Plan reported $1M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,150 in Professional & Technical Services (20,321 peers)

Ross Group, Inc. multi-year trail

Ross Group, Inc.'s plans moved +26.4% in assets from 2022 to 2024; this filing shows Ross Group, Inc. Employee Stock Ownership Plan at $1M / 20 participants.

#4,150
in Professional & Technical Services (20,321 peers)
+27.5%
assets growth YoY

Ross Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Ross Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,177,891 25th percentile higher than 25% of 127,068 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 2023

Ross Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ross Group, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ross Group, Inc. Employee Stock Ownership Plan reported net income rose from -$42K in the plan year 2022 filing to $318K in the plan year 2023 filing.
  • Ross Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $924K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ross Group, Inc. Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311395251 · Ross Group, Inc. PY 2023 · ESOP

Ross Group, Inc. Employee Stock Ownership Plan · $1M · 20 · 25th

  • IND $1M
  • IND 20
  • IND 25th
  • IND ESOP
  • IND near Bayfirst National Bank Employee Stock Ownership Plan
  • IND ind #4150

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 Georgia →

Ross Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ross Group, Inc. Employee Stock Ownership PlanRoss Group, Inc. Employee St…$1MBayfirst National Bank Employee Stock Ownership PlanBayfirst National Bank Emplo…$1MHanky Panky Ltd. ESOP$1MKohler Design Corp. Employee Stock Ownership Plan and TrustKohler Design Corp. Employee…$1MLor Geotechnical Group Employee Stock Ownership PlanLor Geotechnical Group Emplo…$1M
End-of-year total assets ($M) among Ross Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ross Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 26.440290915387777% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.92M $1.17M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 21 $924K
2023 1 20 $1M
2024 1 19 $1M

Ross Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$924K
Net Assets (End of Year)$991K
Net Income$318K
Employer EIN311395251
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Ross Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Ross Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.177891 · Participants: 20Ross Group, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 664.601691 · Participants: 1772Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 407.968435 · Participants: 454Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 366.989824 · Participants: 439Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 222.074562 · Participants: 424Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 208.200343 · Participants: 327Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Ross Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Ross Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is Bayfirst National Bank Employee Stock Ownership Plan in FL ($1M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ross Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ross Group, Inc. Employee Stock Ownership Plan grew sharply - up 27.5% during 2023, from $924K to $1M. Reported net income was $318K.
How have Ross Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ross Group, Inc.'s sponsor-wide assets grew 26.4%, from $924K to $1M.
Where does Ross Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ross Group, Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Ross Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bayfirst National Bank Employee Stock Ownership Plan in FL ($1M, 286 participants).
Which ESOP plans cover a similar participant headcount to Ross Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311395251.

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.