ESOP · DOL Form 5500 · 2023

Improve Group, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
34
Participants Small participant base
43rd
Percentile by assets National rank
$136,403
Avg per participant Near avg balance/head
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Official DOL plan name: Improve Group, Inc. Employee Stock Ownership Plan · Sponsored by Improve Group, Inc. · New Mexico · Wholesale Trade

$5M in assets, 34 participants

Improve Group, Inc.'s Improve Group, Inc. Employee Stock Ownership Plan reported $5M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,023 in Wholesale Trade (6,309 peers)

2023 asset change

Improve Group, Inc. Employee Stock Ownership Plan surged 34.6% in 2023 ($3M → $5M) for 34 participants.

#2,023
in Wholesale Trade (6,309 peers)
+34.6%
assets growth YoY

Improve Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$4,637,714 43rd percentile higher than 43% 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

Improve 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. Improve Group, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Improve Group, Inc. Employee Stock Ownership Plan reported net income rose from -$436K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Improve Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840715545 · Improve Group, Inc. PY 2023 · ESOP

Improve Group, Inc. Employee Stock Ownership Plan · $5M · 34 · 43rd

  • TYPE $5M
  • NET 34
  • BOOK 43rd
  • VS-ST ESOP
  • BOY near Nou Systems, Inc. Employee Stock Ownership Plan
  • SCH ind #2023

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 New Mexico →

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

Nspj Architects, P.a. Employee Stock Ownership PlanNspj Architects, P.a. Employ…$5MImprove Group, Inc. Employee Stock Ownership PlanImprove Group, Inc. Employee…$5MNou Systems, Inc. Employee Stock Ownership PlanNou Systems, Inc. Employee S…$5MF & M Bank Corp. Stock Bonus PlanF & M Bank Corp. Stock Bonus…$5MElder Research Employee Stock Ownership PlanElder Research Employee Stoc…$5M
End-of-year total assets ($M) among Improve Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Improve Group, Inc. years around the 2023 move

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$3M 4.781964826316373% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.45M $3.28M ▼ -4.9%
Year Plans Participants Total Assets
2022 1 34 $3M
2023 1 34 $5M
2024 1 28 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN840715545
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

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

Improve Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Improve Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.637714 · Participants: 34Improve Group, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 605.825813 · Participants: 1981Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 58.69174 · Participants: 107Ppic Employee Stock Ownership PlanAzurite Professional Community Employee Stock Ownership Plan, Total assets ($M): 23.538133 · Participants: 259Azurite Professional Community Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 21.320873 · Participants: 101Citizens Bank Employee Stock Ownership and Retirement Savings PlanCommerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.971857 · Participants: 14Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan
Improve Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Improve Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest ESOP by assets is Nou Systems, Inc. Employee Stock Ownership Plan in AL ($5M); by covered participants it is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Improve Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Improve Group, Inc. Employee Stock Ownership Plan surged - up 34.6% during 2023, from $3M to $5M. Reported net income was $1M.
How have Improve Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Improve Group, Inc.'s sponsor-wide assets declined 4.8%, from $3M to $3M.
Which ESOP plans are similar in size to Improve Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nou Systems, Inc. Employee Stock Ownership Plan in AL ($5M, 174 participants).
Which ESOP plans cover a similar participant headcount to Improve Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rincon Technology, Inc. Employee Stock Ownership Plan in TX (34 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 840715545.

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.