ESOP · DOL Form 5500 · 2023

Elder Research, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
86
Participants Small participant base
43rd
Percentile by assets National rank
$53,879
Avg per participant Low balance/head
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Official DOL plan name: Elder Research Employee Stock Ownership Plan · Sponsored by Elder Research, Inc. · Virginia · Information & Media

$5M in assets, 86 participants

Elder Research, Inc.'s Elder Research Employee Stock Ownership Plan reported $5M in total assets and 86 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.

  • #757 in Information & Media (2,818 peers)

Elder Research, Inc. multi-year trail

Elder Research, Inc.'s plans moved +356.7% in assets from 2022 to 2024; this filing shows Elder Research Employee Stock Ownership Plan at $5M / 86 participants.

#757
in Information & Media (2,818 peers)
+7.3%
assets growth YoY

Elder Research Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers

Elder Research Employee Stock Ownership Plan vs every filed plan by assets

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

$4,633,568 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

Elder Research 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. Elder Research Employee Stock Ownership Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Elder Research Employee Stock Ownership Plan reported net income fell from $598K in the plan year 2022 filing to $316K in the plan year 2023 filing.
  • Elder Research Employee Stock Ownership Plan reported participants rose from 77 in the plan year 2022 filing to 86 in the plan year 2023 filing.
  • Elder Research Employee Stock Ownership Plan end-of-year assets rose from $4M 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 300000656 · Elder Research, Inc. PY 2023 · ESOP

Elder Research Employee Stock Ownership Plan · $5M · 86 · 43rd

  • EBSA $5M
  • PART 86
  • TYPE 43rd
  • NET ESOP
  • BOOK near Nou Systems, Inc. Employee Stock Ownership Plan
  • VS-ST ind #757

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 Virginia →

Elder Research Employee Stock Ownership Plan in the asset neighbourhood

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

Elder Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Elder Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 356.73785623912954% vs 2022
2024 filing year
$0M$5M$10M$15M$20M$25M 202220232024 $4.32M $19.7M ▲ +356.7%
Year Plans Participants Total Assets
2022 1 77 $4M
2023 2 205 $15M
2024 2 237 $20M

Elder Research, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$316K
Employer EIN300000656
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Elder Research Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Elder Research Employee Stock Ownership Plan, Total assets ($B): 0.004633568 · Participants: 86Elder Research Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Elder Research Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Elder Research Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Nou Systems, Inc. Employee Stock Ownership Plan in AL ($5M); by covered participants it is Devita & Associates, Inc. Employee Stock Ownership Plan in SC (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Elder Research Employee Stock Ownership Plan assets move in 2023? ▼
Elder Research Employee Stock Ownership Plan grew at a solid clip - up 7.3% during 2023, from $4M to $5M. Reported net income was $316K.
How have Elder Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elder Research, Inc.'s sponsor-wide assets grew 356.7%, from $4M to $20M.
Which ESOP plans are similar in size to Elder Research 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 Elder Research Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Devita & Associates, Inc. Employee Stock Ownership Plan in SC (86 participants, $2M 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 300000656.

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.