ESOP · DOL Form 5500 · 2023

Natural Way Management Group, Inc. ESOP

Data updated 2026-08-25

$328K
Total assets Small plan by assets
37
Participants Small participant base
14th
Percentile by assets National rank
$8,865
Avg per participant Low balance/head
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Official DOL plan name: Natural Way Management Group, Inc. Employee Stock Ownership Plan · Sponsored by Natural Way Management Group, Inc. · Washington · Healthcare & Social Assistance

$328K in assets, 37 participants

Natural Way Management Group, Inc.'s Natural Way Management Group, Inc. Employee Stock Ownership Plan reported $328K in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,799 in Healthcare & Social Assistance (17,684 peers)

Natural Way Management Group, Inc. multi-year trail

Natural Way Management Group, Inc.'s plans moved +329.1% in assets from 2023 to 2024; this filing shows Natural Way Management Group, Inc. Employee Stock Ownership Plan at $328K / 37 participants.

#1,799
in Healthcare & Social Assistance (17,684 peers)
-$4M
reported net income

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Natural Way Management Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Natural Way Management Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$328,000 14th percentile higher than 14% 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

Natural Way Management 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. Natural Way Management Group, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 911822509 · Natural Way Management Group, Inc. PY 2023 · ESOP

Natural Way Management Group, Inc. Employee Stock Ownership Plan · $328K · 37 · 14th

  • SCH $328K
  • EBSA 37
  • PART 14th
  • TYPE ESOP
  • NET near Central-State Bancorp, Inc. Employee Stock Ownership Plan
  • BOOK ind #1799

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 Washington →

Natural Way Management Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Natural Way Management Group, Inc. Employee Stock Ownership PlanNatural Way Management Group…$328KCentral-State Bancorp, Inc. Employee Stock Ownership PlanCentral-State Bancorp, Inc. …$329KLenoir Mirror Company Employee Stock Ownership PlanLenoir Mirror Company Employ…$330KEmployee Stock Ownership Plan of People's United Financial, Inc.Employee Stock Ownership Pla…$323KR&k Industrial Products, Inc. Employee Stock Ownership PlanR&k Industrial Products, Inc…$323K
End-of-year total assets ($M) among Natural Way Management Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Natural Way Management Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Natural Way Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 329.1170731707317% vs 2023
2024 filing year
$0M$0.5M$1M$1.5M$2M 20232024 $0.33M $1.41M ▲ +327.3%
Year Plans Participants Total Assets
2023 1 37 $328K
2024 1 43 $1M

Natural Way Management Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$4M
Net Income-$4M
Employer EIN911822509
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Natural Way Management Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -101234 Total assets ($B) Participants Natural Way Management Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000328 · Participants: 37Natural Way Management Group, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Natural Way Management Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Natural Way Management Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Washington, the nearest ESOP by assets is Central-State Bancorp, Inc. Employee Stock Ownership Plan in MI ($329K); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Natural Way Management Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Natural Way Management Group, Inc.'s sponsor-wide assets grew 329.1%, from $328K to $1M.
Where does Natural Way Management Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Natural Way Management Group, Inc. Employee Stock Ownership Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Natural Way Management Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Central-State Bancorp, Inc. Employee Stock Ownership Plan in MI ($329K, 98 participants).
Which ESOP plans cover a similar participant headcount to Natural Way Management Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M 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 911822509.

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.