ESOP · DOL Form 5500 · 2023
V3 Companies, Ltd. ESOP
Data updated 2026-08-11
- $5M
- Total assets
- 66
- Participants
- 44th
- Percentile by assets
- $75,932
- Avg per participant
Official DOL plan name: V3 Companies, Ltd. Employee Stock Ownership Plan · Sponsored by V3 Companies, Ltd. · Illinois · Professional & Technical Services
$5M in assets, 66 participants
V3 Companies, Ltd.'s V3 Companies, Ltd. Employee Stock Ownership Plan reported $5M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- 44th percentile by assets (of 127,072 plans)
- #8,584 in Professional & Technical Services (20,321 peers)
V3 Companies, Ltd. multi-year trail
V3 Companies, Ltd.'s plans moved +45.8% in assets from 2022 to 2024; this filing shows V3 Companies, Ltd. Employee Stock Ownership Plan at $5M / 66 participants.
- $5M
- total plan assets (2023 EOY)
- 66
- covered participants
- 44th
- percentile by assets (of 127,072 plans)
- $75,932
- avg assets per participant
V3 Companies, Ltd. across 3 plan years on file
Across the 3 plan years V3 Companies, Ltd. has on file (2022-2024), sponsor-wide plan assets have moved from $56M to $82M, a gain of 45.8%, while reported participants moved from 258 to 420 (+62.8%). Peak year by sponsor assets: 2024 ($82M); trough: 2022 ($56M).
V3 Companies, Ltd. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $56M |
| 2023 | 2 | 381 | $70M |
| 2024 | 2 | 420 | $82M |
V3 Companies, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $889K |
| Employer EIN | 363252440 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
V3 Companies, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to V3 Companies, Ltd. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on V3 Companies, Ltd. Employee Stock Ownership Plan's numbers.
- By total assets, V3 Companies, Ltd. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- V3 Companies, Ltd.'s sponsor-wide assets have grown 45.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans