ESOP · DOL Form 5500 · 2023

Emprise Group, Inc. ESOP

Data updated 2026-08-25

$154M
Total assets Near avg plan size
940
Participants Near avg headcount
94th
Percentile by assets National rank
$164,167
Avg per participant Above avg balance/head
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Official DOL plan name: VI-Jon Employee Stock Ownership Plan · Sponsored by Emprise Group, Inc. · Missouri · Manufacturing

$154M in assets, 940 participants

Emprise Group, Inc.'s VI-Jon Employee Stock Ownership Plan reported $154M in total assets and 940 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,901 in Manufacturing (18,722 peers)

Where VI-Jon Employee Stock Ownership Plan sits by assets

VI-Jon Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $154M for 940 participants (~$164,167/participant), up 45.2% in 2023.

#16,901
in Manufacturing (18,722 peers)
+45.2%
assets growth YoY
1.5×
vs typical plan assets (national mean)

VI-Jon Employee Stock Ownership Plan's outsized position by total assets

VI-Jon Employee Stock Ownership Plan vs every filed plan by assets

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

$154,317,132 Top 6% higher than 94% 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

VI-Jon 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. VI-Jon Employee Stock Ownership Plan sits mid-pack in the medium band (940 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • VI-Jon Employee Stock Ownership Plan reported net income rose from -$148M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • VI-Jon Employee Stock Ownership Plan end-of-year assets rose from $106M in the plan year 2022 filing to $154M in the plan year 2023 filing.
  • VI-Jon Employee Stock Ownership Plan reported participants fell from 1,030 in the plan year 2022 filing to 940 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 852687843 · Emprise Group, Inc. PY 2023 · ESOP

VI-Jon Employee Stock Ownership Plan · $154M · 940 · 94th

  • EOY $154M
  • 5500 940
  • ASSETS 94th
  • PCT ESOP
  • EIN near Pavement Recycling Systems, Inc. Employee Stock Ownership Plan
  • RANK ind #16901

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 Missouri →

VI-Jon Employee Stock Ownership Plan in the asset neighbourhood

Penn United Technologies, Inc. Employee Stock Ownership PlanPenn United Technologies, In…$155MVI-Jon Employee Stock Ownership PlanVI-Jon Employee Stock Owners…$154MPavement Recycling Systems, Inc. Employee Stock Ownership PlanPavement Recycling Systems, …$154MWilliams Brothers Construction Co, Inc Profit Sharing & Stock Ownership PlanWilliams Brothers Constructi…$154MGriffith Company Employee Stock Ownership PlanGriffith Company Employee St…$154M
End-of-year total assets ($M) among VI-Jon Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)-$207M
Net Income$54M
Employer EIN852687843
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Emprise Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$85M 19.69101614519149% vs 2022
2024 filing year
$0M$100M$200M$300M$400M$500M 202220232024 $106M $85.4M ▼ -19.7%
Year Plans Participants Total Assets
2022 1 1,030 $106M
2023 3 3,019 $396M
2024 1 1,158 $85M

Nearby ESOP Plans in Missouri

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

VI-Jon Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -20246 Total assets ($B) Participants VI-Jon Employee Stock Ownership Plan, Total assets ($B): 0.154317132 · Participants: 940VI-Jon Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
VI-Jon Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare VI-Jon Employee Stock Ownership Plan side-by-side with 3 peers →

VI-Jon Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Pavement Recycling Systems, Inc. Employee Stock Ownership Plan in CA ($154M); by covered participants it is Provident Bank Employee Stock Ownership Plan in NJ (937 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (940 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 VI-Jon Employee Stock Ownership Plan assets move in 2023? ▼
VI-Jon Employee Stock Ownership Plan surged - up 45.2% during 2023, from $106M to $154M. Reported net income was $54M.
How have Emprise Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emprise Group, Inc.'s sponsor-wide assets declined 19.7%, from $106M to $85M.
Where does VI-Jon Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
VI-Jon Employee Stock Ownership Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to VI-Jon Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pavement Recycling Systems, Inc. Employee Stock Ownership Plan in CA ($154M, 495 participants).
Which ESOP plans cover a similar participant headcount to VI-Jon Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Provident Bank Employee Stock Ownership Plan in NJ (937 participants, $59M 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 852687843.

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.