ESOP · DOL Form 5500 · 2023

Saver Group, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
504
Participants Below avg headcount
54th
Percentile by assets National rank
$16,017
Avg per participant Low balance/head
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Official DOL plan name: Saver Group, Inc. Employee Stock Ownership Plan · Sponsored by Saver Group, Inc. · Kentucky · Wholesale Trade

$8M in assets, 504 participants

Saver Group, Inc.'s Saver Group, Inc. Employee Stock Ownership Plan reported $8M in total assets and 504 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,813 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Saver Group, Inc. Employee Stock Ownership Plan holds $8M for 504 participants - about $16,017 per participant, above the median plan by assets.

#2,813
in Wholesale Trade (6,309 peers)
-1.8%
assets change YoY

The plan reported a net loss of $146K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saver Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Saver Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,072,498 Top 46% higher than 54% 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

Saver Group, Inc. 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. Saver Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (504 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saver Group, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to -$146K in the plan year 2023 filing.
  • Saver Group, Inc. Employee Stock Ownership Plan reported participants fell from 546 in the plan year 2022 filing to 504 in the plan year 2023 filing.
  • Saver Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311532482 · Saver Group, Inc. PY 2023 · ESOP

Saver Group, Inc. Employee Stock Ownership Plan · $8M · 504 · 54th

  • IND $8M
  • EOY 504
  • 5500 54th
  • ASSETS ESOP
  • PCT near Herrera Environmental Consultants, Inc. Employee Stock Ownership Plan
  • EIN ind #2813

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 Kentucky →

Saver Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Saver Group, Inc. Employee Stock Ownership PlanSaver Group, Inc. Employee S…$8MHerrera Environmental Consultants, Inc. Employee Stock Ownership PlanHerrera Environmental Consul…$8MGiroux Glass, Inc. Employee Stock Ownership PlanGiroux Glass, Inc. Employee …$8MPower House Plastering Employee Stock Ownership PlanPower House Plastering Emplo…$8MNlsc Employee Stock Ownership PlanNlsc Employee Stock Ownershi…$8M
End-of-year total assets ($M) among Saver Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$146K
Employer EIN311532482
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saver Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$15M 0.1530023088851132% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M 202220232024 $14.8M $14.9M ▲ +0.1%
Year Plans Participants Total Assets
2022 2 1,073 $15M
2023 2 1,036 $16M
2024 2 1,174 $15M

Nearby ESOP Plans in Kentucky

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

Saver Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -10123 Total assets ($B) Participants Saver Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008072498 · Participants: 504Saver Group, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Saver Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Saver Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Saver Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Herrera Environmental Consultants, Inc. Employee Stock Ownership Plan in WA ($8M); by covered participants it is Mccown Gordon Companies, Inc. Employee Stock Ownership Plan in MO (504 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (504 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 Saver Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Saver Group, Inc. Employee Stock Ownership Plan edged down modestly - down 1.8% during 2023, from $8M to $8M. Reported net income was -$146K.
How have Saver Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saver Group, Inc.'s sponsor-wide assets grew 0.2%, from $15M to $15M.
Which ESOP plans are similar in size to Saver Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Herrera Environmental Consultants, Inc. Employee Stock Ownership Plan in WA ($8M, 100 participants).
Which ESOP plans cover a similar participant headcount to Saver Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mccown Gordon Companies, Inc. Employee Stock Ownership Plan in MO (504 participants, $132M 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 311532482.

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.