ESOP · DOL Form 5500 · 2023

Bill Few Financial Group, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
31st
Percentile by assets National rank
$57,841
Avg per participant Low balance/head
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Official DOL plan name: Bill Few Associates Employee Stock Ownership Plan · Sponsored by Bill Few Financial Group, Inc. · Pennsylvania · Finance & Insurance

$2M in assets, 36 participants

Bill Few Financial Group, Inc.'s Bill Few Associates Employee Stock Ownership Plan reported $2M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,871 in Finance & Insurance (8,869 peers)

Bill Few Financial Group, Inc. multi-year trail

Bill Few Financial Group, Inc.'s plans moved +427.2% in assets from 2022 to 2024; this filing shows Bill Few Associates Employee Stock Ownership Plan at $2M / 36 participants.

#1,871
in Finance & Insurance (8,869 peers)
+31.5%
assets growth YoY

Bill Few Associates Employee Stock Ownership Plan among the smaller filed plans by assets

Bill Few Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$2,082,270 31st percentile higher than 31% 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

Bill Few Associates 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. Bill Few Associates Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bill Few Associates Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Bill Few Associates Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bill Few Associates Employee Stock Ownership Plan reported participants rose from 35 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251891057 · Bill Few Financial Group, Inc. PY 2023 · ESOP

Bill Few Associates Employee Stock Ownership Plan · $2M · 36 · 31st

  • PHOTO $2M
  • PHOTO 36
  • PHOTO 31st
  • PHOTO ESOP
  • PHOTO near Sauder Custom Fabrication, Inc. Employee Stock Ownership Plan
  • PHOTO ind #1871

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 Pennsylvania →

Bill Few Associates Employee Stock Ownership Plan in the asset neighbourhood

Bill Few Associates Employee Stock Ownership PlanBill Few Associates Employee…$2MSauder Custom Fabrication, Inc. Employee Stock Ownership PlanSauder Custom Fabrication, I…$2MDiamond Baseball Company, Inc. ESOPDiamond Baseball Company, In…$2MScottco Mechanical Contractors, Inc. Employee Stock Ownership PlanScottco Mechanical Contracto…$2MFirst Union Financial Corporation Employee Stock Ownership PlanFirst Union Financial Corpor…$2M
End-of-year total assets ($M) among Bill Few Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Bill Few Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bill Few Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 427.22060142209426% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $1.58M $8.35M ▲ +428.5%
Year Plans Participants Total Assets
2022 1 35 $2M
2023 1 36 $2M
2024 1 34 $8M

Bill Few Financial Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$10M
Net Income$1M
Employer EIN251891057
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Bill Few Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Bill Few Associates Employee Stock Ownership Plan, Total assets ($B): 0.00208227 · Participants: 36Bill Few Associates Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Bill Few Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Bill Few Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Bill Few Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Sauder Custom Fabrication, Inc. Employee Stock Ownership Plan in KS ($2M); by covered participants it is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Bill Few Associates Employee Stock Ownership Plan assets move in 2023? ▼
Bill Few Associates Employee Stock Ownership Plan surged - up 31.5% during 2023, from $2M to $2M. Reported net income was $1M.
How have Bill Few Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bill Few Financial Group, Inc.'s sponsor-wide assets grew 427.2%, from $2M to $8M.
Which ESOP plans are similar in size to Bill Few Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sauder Custom Fabrication, Inc. Employee Stock Ownership Plan in KS ($2M, 19 participants).
Which ESOP plans cover a similar participant headcount to Bill Few Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants, $6M 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 251891057.

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.