ESOP · DOL Form 5500 · 2023

Transitions Group, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
86
Participants Small participant base
51st
Percentile by assets National rank
$81,224
Avg per participant Below avg balance/head
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Official DOL plan name: Transitions Group, Inc. Employee Stock Ownership Plan · Sponsored by Transitions Group, Inc. · Kansas · Real Estate

$7M in assets, 86 participants

Transitions Group, Inc.'s Transitions Group, Inc. Employee Stock Ownership Plan reported $7M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,295 in Real Estate (4,727 peers)

Transitions Group, Inc. multi-year trail

Transitions Group, Inc.'s plans moved -56.7% in assets from 2022 to 2024; this filing shows Transitions Group, Inc. Employee Stock Ownership Plan at $7M / 86 participants.

#3,295
in Real Estate (4,727 peers)
-4.5%
assets change YoY

The plan reported a net loss of $274K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Transitions Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

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

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

$6,985,251 Top 49% higher than 51% 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

Transitions 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. Transitions Group, Inc. 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

  • Transitions Group, Inc. Employee Stock Ownership Plan reported net income rose from -$787K in the plan year 2022 filing to -$274K in the plan year 2023 filing.
  • Transitions Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Transitions Group, Inc. Employee Stock Ownership Plan reported participants rose from 83 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431801815 · Transitions Group, Inc. PY 2023 · ESOP

Transitions Group, Inc. Employee Stock Ownership Plan · $7M · 86 · 51st

  • RANK $7M
  • PHOTO 86
  • IND 51st
  • EOY ESOP
  • 5500 near Doug Smith Production Consultants, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3295

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 Kansas →

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

Lake Foods, Inc. Employee Stock Ownership PlanLake Foods, Inc. Employee St…$7MTransitions Group, Inc. Employee Stock Ownership PlanTransitions Group, Inc. Empl…$7MHodges & Hicks Holdings, Inc. Employee Stock Ownership PlanHodges & Hicks Holdings, Inc…$7MDoug Smith Production Consultants, Inc. Employee Stock Ownership PlanDoug Smith Production Consul…$7MHarman Construction, Inc. Employee Stock Ownership PlanHarman Construction, Inc. Em…$7M
End-of-year total assets ($M) among Transitions Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Transitions Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 56.661866573454745% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $12.9M $5.58M ▼ -56.7%
Year Plans Participants Total Assets
2022 2 184 $13M
2023 1 86 $7M
2024 1 94 $6M

Transitions Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$274K
Employer EIN431801815
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kansas

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

Transitions Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 0200400600800 -1000100200300400 Total assets ($M) Participants Transitions Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.985251 · Participants: 86Transitions Group, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Transitions Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Transitions Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is Doug Smith Production Consultants, Inc. Employee Stock Ownership Plan in GA ($7M); 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 Transitions Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Transitions Group, Inc. Employee Stock Ownership Plan edged down modestly - down 4.5% during 2023, from $7M to $7M. Reported net income was -$274K.
How have Transitions Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Transitions Group, Inc.'s sponsor-wide assets declined 56.7%, from $13M to $6M.
Which ESOP plans are similar in size to Transitions Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Doug Smith Production Consultants, Inc. Employee Stock Ownership Plan in GA ($7M, 18 participants).
Which ESOP plans cover a similar participant headcount to Transitions Group, Inc. 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 431801815.

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.