ESOP · DOL Form 5500 · 2023

Vhv Company ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
145
Participants Small participant base
64th
Percentile by assets National rank
$89,414
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,659
in Construction (9,030 peers)
+21.7%
assets growth YoY

Vhv Company Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Vhv Company Employee Stock Ownership Plan vs every filed plan by assets

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

$12,965,065 Top 36% higher than 64% 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

Vhv Company 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. Vhv Company Employee Stock Ownership Plan sits mid-pack in the medium band (145 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030190150 · Vhv Company PY 2023 · ESOP

Vhv Company Employee Stock Ownership Plan · $13M · 145 · 64th

  • BOOK $13M
  • BOOK 145
  • BOOK 64th
  • BOOK ESOP
  • BOOK near G2 Software Systems, Inc. Employee Stock Ownership Plan
  • BOOK ind #5659

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 Vermont →

Vhv Company Employee Stock Ownership Plan in the asset neighbourhood

Vhv Company Employee Stock Ownership PlanVhv Company Employee Stock O…$13MG2 Software Systems, Inc. Employee Stock Ownership PlanG2 Software Systems, Inc. Em…$13MCapitol Bearing & Hydraulics Employee Stock Ownership PlanCapitol Bearing & Hydraulics…$13MLandau Associates, Inc. Employee Stock Ownership PlanLandau Associates, Inc. Empl…$13MPanel Processing, Inc. Employee Stock Ownership PlanPanel Processing, Inc. Emplo…$13M
End-of-year total assets ($M) among Vhv Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Vhv Company multi-year asset trail

Sponsor-wide plan assets over time

All Vhv Company plans reported in each filing year

Latest sponsor-wide plan assets
$30M 53.65846421899521% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.3M $29.6M ▲ +53.6%
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 EIN030190150
Plan Effective Date2017-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. 0200400600800 -1000100200300400500 Total assets ($M) Participants Vhv Company Employee Stock Ownership Plan, Total assets ($M): 12.965065 · Participants: 145Vhv Company Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership Plan
Vhv Company Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Vhv Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest ESOP by assets is G2 Software Systems, Inc. Employee Stock Ownership Plan in CA ($13M); by covered participants it is Sdi Education, Inc. Employee Stock Ownership Plan in AZ (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Vhv Company Employee Stock Ownership Plan assets move in 2023? ▼
Vhv Company Employee Stock Ownership Plan grew sharply - up 21.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Vhv Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vhv Company's sponsor-wide assets grew 53.7%, from $19M to $30M.
Which ESOP plans are similar in size to Vhv Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is G2 Software Systems, Inc. Employee Stock Ownership Plan in CA ($13M, 117 participants).
Which ESOP plans cover a similar participant headcount to Vhv Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdi Education, Inc. Employee Stock Ownership Plan in AZ (145 participants, $69M 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 030190150.

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.