ESOP · DOL Form 5500 · 2023

Neil Kravitz Group Sales, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
44
Participants Small participant base
53rd
Percentile by assets National rank
$173,927
Avg per participant Above avg balance/head
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Official DOL plan name: Group Sales Employee Stock Ownership Plan · Sponsored by Neil Kravitz Group Sales, Inc. · Ohio · Wholesale Trade

$8M in assets, 44 participants

Neil Kravitz Group Sales, Inc.'s Group Sales Employee Stock Ownership Plan reported $8M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,730 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Group Sales Employee Stock Ownership Plan holds $8M for 44 participants - about $173,927 per participant, above the median plan by assets.

#2,730
in Wholesale Trade (6,309 peers)
-$12M
reported net income

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Group Sales Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Group Sales Employee Stock Ownership Plan vs every filed plan by assets

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

$7,652,791 Top 47% higher than 53% 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

Group Sales 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. Group Sales Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

DOL schedule card

Filing strip 311323026 · Neil Kravitz Group Sales, Inc. PY 2023 · ESOP

Group Sales Employee Stock Ownership Plan · $8M · 44 · 53rd

  • PART $8M
  • TYPE 44
  • NET 53rd
  • BOOK ESOP
  • VS-ST near Testing Service Corporation Employees' Stock Ownership Plan
  • BOY ind #2730

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 Ohio →

Group Sales Employee Stock Ownership Plan in the asset neighbourhood

Testing Service Corporation Employees' Stock Ownership PlanTesting Service Corporation …$8MJ.M. Grimstad, Inc. Employee Stock Ownership PlanJ.M. Grimstad, Inc. Employee…$8MCoyle Mechanical Supply, Inc. Employee Stock Ownership PlanCoyle Mechanical Supply, Inc…$8MGroup Sales Employee Stock Ownership PlanGroup Sales Employee Stock O…$8MBranchpattern, Inc. Employee Stock Ownership PlanBranchpattern, Inc. Employee…$8M
End-of-year total assets ($M) among Group Sales Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$12M
Net Income-$12M
Employer EIN311323026
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neil Kravitz Group Sales, Inc.)

Sponsor-wide plan assets over time

All Neil Kravitz Group Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 7.677094539756803% vs 2023
2024 filing year
$7M$7.2M$7.4M$7.6M$7.8M 20232024 $7.65M $7.07M ▼ -7.6%
Year Plans Participants Total Assets
2023 1 44 $8M
2024 1 44 $7M

Nearby ESOP Plans in Ohio

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

Group Sales Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Group Sales Employee Stock Ownership Plan, Total assets ($B): 0.007652791 · Participants: 44Group Sales Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Group Sales Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Group Sales Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Testing Service Corporation Employees' Stock Ownership Plan in IL ($8M); by covered participants it is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 have Neil Kravitz Group Sales, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Neil Kravitz Group Sales, Inc.'s sponsor-wide assets declined 7.7%, from $8M to $7M.
Which ESOP plans are similar in size to Group Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Testing Service Corporation Employees' Stock Ownership Plan in IL ($8M, 46 participants).
Which ESOP plans cover a similar participant headcount to Group Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 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 311323026.

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.