ESOP · DOL Form 5500 · 2023
Union Lake Veterinary Hospital ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $28,604
- Avg per participant Low balance/head
Official DOL plan name: Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan · Sponsored by Union Lake Veterinary Hospital · Michigan · Healthcare & Social Assistance
$1M in assets, 44 participants
Union Lake Veterinary Hospital's Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan reported $1M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #3,897 in Healthcare & Social Assistance (17,684 peers)
Union Lake Veterinary Hospital multi-year trail
Union Lake Veterinary Hospital's plans moved +11.3% in assets from 2022 to 2024; this filing shows Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan at $1M / 44 participants.
- #3,897
- in Healthcare & Social Assistance (17,684 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan among the smaller filed plans by assets
Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,258,573 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Union Lake Veterinary Hospital 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. Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan reported net income fell from $147K in the plan year 2022 filing to -$70K in the plan year 2023 filing.
- Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan reported participants fell from 52 in the plan year 2022 filing to 44 in the plan year 2023 filing.
- Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 382078049 · Union Lake Veterinary Hospital PY 2023 · ESOP
Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan · $1M · 44 · 26th
- ASSETS $1M
- PCT 44
- EIN 26th
- RANK ESOP
- PHOTO near M & B Carriers, Inc. Employee Stock Ownership Plan
- IND ind #3897
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 Michigan →
Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan in the asset neighbourhood
Union Lake Veterinary Hospital multi-year asset trail
Sponsor-wide plan assets over time
All Union Lake Veterinary Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 11.329572366984799% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $1M |
| 2023 | 1 | 44 | $1M |
| 2024 | 1 | 54 | $1M |
Union Lake Veterinary Hospital filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$70K |
| Employer EIN | 382078049 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.3B · 1,635
- The Kendall Group Employee Stock Ownership Plan $808M · 1,907
- Project Worldwide, Inc. Employee Stock Ownership Plan $436M · 1,173
- Motor City Electric Co. Employee Stock Ownership Plan $258M · 207
- Lee Contracting, Inc. Employee Stock Ownership Plan $238M · 500
Union Lake Veterinary Hospital Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is M & B Carriers, Inc. Employee Stock Ownership Plan in CA ($1M); by covered participants it is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- M & B Carriers, Inc. Employee Stock Ownership Plan (CA) $1M · 11
- Alaska Hand Rehabilitation, Inc. Employee Stock Ownership Plan and Trust (AK) $1M · 9
- Dietz & Company Architects, Inc. Employee Stock Ownership Plan (MA) $1M · 26
- Blue Ridge Bankshares, Inc. Employee Stock Ownership Plan (VA) $1M · 529
Similar participant headcount
Nearest other-state filings by covered participants (44 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.