ESOP · DOL Form 5500 · 2023

The Nevell Group, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
165
Participants Small participant base
52nd
Percentile by assets National rank
$45,372
Avg per participant Low balance/head
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Official DOL plan name: The Nevell Group, Inc. Employee Stock Ownership Plan · Sponsored by The Nevell Group, Inc. · California · Construction

$7M in assets, 165 participants

The Nevell Group, Inc.'s The Nevell Group, Inc. Employee Stock Ownership Plan reported $7M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #4,575 in Construction (9,030 peers)

Coverage in California

The Nevell Group, Inc. Employee Stock Ownership Plan covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $7M.

#4,575
in Construction (9,030 peers)
-19.2%
assets change YoY

The Nevell Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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

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

$7,486,320 Top 48% higher than 52% 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

The Nevell Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Nevell Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Nevell Group, Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Nevell Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Nevell Group, Inc. Employee Stock Ownership Plan reported participants rose from 142 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223892375 · The Nevell Group, Inc. PY 2023 · ESOP

The Nevell Group, Inc. Employee Stock Ownership Plan · $7M · 165 · 52nd

  • EOY $7M
  • 5500 165
  • ASSETS 52nd
  • PCT ESOP
  • EIN near Mcgarvin-Moberly Employee Stock Ownership Plan
  • RANK ind #4575

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 California →

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

Keenan Energy Company Employee Stock Ownership Plan and TrustKeenan Energy Company Employ…$7MThe Nevell Group, Inc. Employee Stock Ownership PlanThe Nevell Group, Inc. Emplo…$7MMcgarvin-Moberly Employee Stock Ownership PlanMcgarvin-Moberly Employee St…$7MJohnston Construction Company Employee Stock Ownership PlanJohnston Construction Compan…$7MMetro Electric Co., Inc. Employee Stock Ownership PlanMetro Electric Co., Inc. Emp…$7M
End-of-year total assets ($M) among The Nevell Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$93M
Net Income$13M
Employer EIN223892375
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Nevell Group, Inc.)

Sponsor-wide plan assets over time

All The Nevell Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 246.12615040677795% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $9.26M $32.1M ▲ +246.1%
Year Plans Participants Total Assets
2022 1 142 $9M
2023 2 292 $25M
2024 2 306 $32M

Nearby ESOP Plans in California

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

The Nevell Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Nevell Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00748632 · Participants: 165The Nevell Group, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
The Nevell Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Nevell Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Mcgarvin-Moberly Employee Stock Ownership Plan in WY ($7M); by covered participants it is Northern Tree Holdco, Inc. Employee Stock Ownership Plan in MA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 The Nevell Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Nevell Group, Inc. Employee Stock Ownership Plan declined sharply - down 19.2% during 2023, from $9M to $7M. Reported net income was $13M.
How have The Nevell Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nevell Group, Inc.'s sponsor-wide assets grew 246.1%, from $9M to $32M.
Which ESOP plans are similar in size to The Nevell Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcgarvin-Moberly Employee Stock Ownership Plan in WY ($7M, 36 participants).
Which ESOP plans cover a similar participant headcount to The Nevell Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Northern Tree Holdco, Inc. Employee Stock Ownership Plan in MA (165 participants, $28M 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 223892375.

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.