ESOP · DOL Form 5500 · 2023

Fund Evaluation Group 2017, Inc. ESOP

Data updated 2026-08-25

$40M
Total assets Below avg plan size
116
Participants Small participant base
83rd
Percentile by assets National rank
$343,778
Avg per participant High balance/head
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Official DOL plan name: Fund Evaluation Group Employee Stock Ownership Plan · Sponsored by Fund Evaluation Group 2017, Inc. · Ohio · Finance & Insurance

$40M in assets, 116 participants

Fund Evaluation Group 2017, Inc.'s Fund Evaluation Group Employee Stock Ownership Plan reported $40M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,560 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Fund Evaluation Group Employee Stock Ownership Plan covers 116 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $40M.

#6,560
in Finance & Insurance (8,869 peers)
+10.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fund Evaluation Group Employee Stock Ownership Plan's outsized position by total assets

Fund Evaluation Group Employee Stock Ownership Plan vs every filed plan by assets

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

$39,878,304 Top 17% higher than 83% 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

Fund Evaluation Group 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. Fund Evaluation Group Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fund Evaluation Group Employee Stock Ownership Plan reported net income rose from $957K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fund Evaluation Group Employee Stock Ownership Plan end-of-year assets rose from $36M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Fund Evaluation Group Employee Stock Ownership Plan reported participants fell from 118 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822116824 · Fund Evaluation Group 2017, Inc. PY 2023 · ESOP

Fund Evaluation Group Employee Stock Ownership Plan · $40M · 116 · 83rd

  • TYPE $40M
  • TYPE 116
  • TYPE 83rd
  • TYPE ESOP
  • TYPE near Hawkeye Electric, Inc. Employee Stock Ownership Plan
  • TYPE ind #6560

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 →

Fund Evaluation Group Employee Stock Ownership Plan in the asset neighbourhood

W&w Glass, Inc. Employee Stock Ownership PlanW&w Glass, Inc. Employee Sto…$40MThe Suter Company, Inc. Employee Stock Ownership PlanThe Suter Company, Inc. Empl…$40MHawkeye Electric, Inc. Employee Stock Ownership PlanHawkeye Electric, Inc. Emplo…$40MFund Evaluation Group Employee Stock Ownership PlanFund Evaluation Group Employ…$40MBasden Steel Corp Employee Stock Ownership PlanBasden Steel Corp Employee S…$40M
End-of-year total assets ($M) among Fund Evaluation Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$12M
Net Income$5M
Employer EIN822116824
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fund Evaluation Group 2017, Inc.)

Sponsor-wide plan assets over time

All Fund Evaluation Group 2017, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 25.55831265508685% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.2M $45.5M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 118 $36M
2023 1 116 $40M
2024 1 123 $45M

Nearby ESOP Plans in Ohio

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

Fund Evaluation Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Fund Evaluation Group Employee Stock Ownership Plan, Total assets ($B): 0.039878304 · Participants: 116Fund Evaluation Group 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
Fund Evaluation Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Fund Evaluation Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Hawkeye Electric, Inc. Employee Stock Ownership Plan in AZ ($40M); by covered participants it is Extol, Inc. Employee Stock Ownership Plan in MI (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Fund Evaluation Group Employee Stock Ownership Plan assets move in 2023? ▼
Fund Evaluation Group Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2023, from $36M to $40M. Reported net income was $5M.
How have Fund Evaluation Group 2017, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fund Evaluation Group 2017, Inc.'s sponsor-wide assets grew 25.6%, from $36M to $45M.
Where does Fund Evaluation Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fund Evaluation Group Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Fund Evaluation Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hawkeye Electric, Inc. Employee Stock Ownership Plan in AZ ($40M, 142 participants).
Which ESOP plans cover a similar participant headcount to Fund Evaluation Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Extol, Inc. Employee Stock Ownership Plan in MI (116 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 822116824.

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.