ESOP · DOL Form 5500 · 2023

V3 Companies, Ltd. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 66
Participants Small participant base: 44th
Percentile by assets National rank: $75,932
Avg per participant Below avg balance/head

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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.

#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.

#8,584
in Professional & Technical Services (20,321 peers): $889K
reported net income

V3 Companies, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

V3 Companies, Ltd. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,011,536 44th percentile higher than 44% 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

V3 Companies, Ltd. 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. V3 Companies, Ltd. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 363252440 · V3 Companies, Ltd. PY 2023 · ESOP

V3 Companies, Ltd. Employee Stock Ownership Plan · $5M · 66 · 44th

EIN $5M
RANK 66
PHOTO 44th
IND ESOP
EOY near Avian Holdings, Inc. Employee Stock Ownership Plan
5500 ind #8584

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 Illinois →

End-of-year total assets ($M) among V3 Companies, Ltd. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

V3 Companies, Ltd. multi-year asset trail

Latest sponsor-wide plan assets: $82M 45.78647080148211% vs 2022; 2024 filing year

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

Compare V3 Companies, Ltd. Employee Stock Ownership Plan side-by-side with 3 peers →

V3 Companies, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Avian Holdings, Inc. Employee Stock Ownership Plan in MD ($5M); by covered participants it is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Avian Holdings, Inc. Employee Stock Ownership Plan (MD) $5M · 453
Pacific Vascular Incorporated Employee Stock Ownership Plan (WA) $5M · 69
Asbury Carbons, Inc. Employee Stock Ownership Plan (DE) $5M · 169
Comfort View Holdings, Inc. Employee Stock Ownership Plan (GA) $5M · 120

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

Pete Moffat Construction Inc. Employee Stock Ownership Plan (CA) 66 · 0 off
Benson's Heating and Air Conditioning, Inc. Employee Stock Ownership Plan (FL) 66 · 0 off
First Commercial Financial Corp. Employee Stock Ownership Plan (TX) 66 · 0 off
Mccreary Bancshares, Inc. Employee Stock Ownership Plan (KY) 66 · 0 off

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 have V3 Companies, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), V3 Companies, Ltd.'s sponsor-wide assets grew 45.8%, from $56M to $82M.

Which ESOP plans are similar in size to V3 Companies, Ltd. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Avian Holdings, Inc. Employee Stock Ownership Plan in MD ($5M, 453 participants).

Which ESOP plans cover a similar participant headcount to V3 Companies, Ltd. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is Pete Moffat Construction Inc. Employee Stock Ownership Plan in CA (66 participants, $4M 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 363252440.