ESOP · DOL Form 5500 · 2023
Emprise Group, Inc. ESOP
Data updated 2026-08-11
- $154M
- Total assets
- 940
- Participants
- 94th
- Percentile by assets
- $164,167
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $154M
- total plan assets (2023 EOY)
- 940
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $164,167
- avg assets per participant
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.
VI-Jon Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, VI-Jon Employee Stock Ownership Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | -$207M |
| Net Income | $54M |
| Employer EIN | 852687843 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emprise Group, Inc.)
| 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
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to VI-Jon Employee Stock Ownership Plan by total assets, not by location.
- Pavement Recycling Systems, Inc. Employee Stock Ownership Plan (CA) $154M · 495
- Penn United Technologies, Inc. Employee Stock Ownership Plan (PA) $155M · 709
- Williams Brothers Construction Co, Inc Profit Sharing & Stock Ownership Plan (TX) $154M · 1,701
- Griffith Company Employee Stock Ownership Plan (CA) $154M · 240
Frequently Asked Questions
How did VI-Jon Employee Stock Ownership Plan assets move in 2023? ▼
How have Emprise Group, Inc. plan assets changed over time? ▼
Where does VI-Jon Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to VI-Jon Employee Stock Ownership Plan? ▼
Next read for VI-Jon Employee Stock Ownership Plan
Scale reading
Ways to act on VI-Jon Employee Stock Ownership Plan's numbers.
- By total assets, VI-Jon Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
- Emprise Group, Inc.'s sponsor-wide assets have declined 19.7% since 2022 across 3 plan years on file. More Manufacturing plans