ESOP · DOL Form 5500 · 2023
Vhv Company ESOP
Data updated 2026-08-11
- $13M
- Total assets
- 145
- Participants
- 64th
- Percentile by assets
- $89,414
- Avg per participant
Official DOL plan name: Vhv Company Employee Stock Ownership Plan · Sponsored by Vhv Company · Vermont · Construction
$13M in assets, 145 participants
Vhv Company's Vhv Company Employee Stock Ownership Plan reported $13M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 127,072 plans)
- #5,659 in Construction (9,030 peers)
Vhv Company multi-year trail
Vhv Company's plans moved +53.7% in assets from 2022 to 2024; this filing shows Vhv Company Employee Stock Ownership Plan at $13M / 145 participants.
- $13M
- total plan assets (2023 EOY)
- 145
- covered participants
- 64th
- percentile by assets (of 127,072 plans)
- $89,414
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vhv Company Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Vhv Company Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Vhv Company Employee Stock Ownership Plan reported participants fell from 148 in the plan year 2022 filing to 145 in the plan year 2023 filing.
Vhv Company across 3 plan years on file
Across the 3 plan years Vhv Company has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $30M, a gain of 53.7%, while reported participants moved from 315 to 295 (-6.3%). Peak year by sponsor assets: 2024 ($30M); trough: 2022 ($19M).
Vhv Company multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 315 | $19M |
| 2023 | 2 | 314 | $22M |
| 2024 | 2 | 295 | $30M |
Vhv Company filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 030190150 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Vermont
Peer ESOP plans, same state, same plan type, ranked by total assets.
Vhv Company Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
- Vermont Information Processing, Inc. Employee Stock Ownership Plan $424M · 600
- King Arthur Employee Stock Ownership Plan $192M · 304
- Cfc ESOP $88M · 427
- Hallam Associates, Inc. Employee Stock Ownership Plan and Trust $23M · 134
- Trust Company of Vermont Employee Stock Ownership Plan $19M · 43
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Vhv Company Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Vhv Company Employee Stock Ownership Plan's numbers.
- By total assets, Vhv Company Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Vermont. Compare plans
- Vhv Company's sponsor-wide assets have grown 53.7% since 2022 across 3 plan years on file. More Construction plans