ESOP · DOL Form 5500 · 2023
Fox Valley Fire & Safety Co., Inc. ESOP
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 277
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $104,295
- Avg per participant Below avg balance/head
Official DOL plan name: Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan · Sponsored by Fox Valley Fire & Safety Co., Inc. · Illinois · Administrative & Support Services
$29M in assets, 277 participants
Fox Valley Fire & Safety Co., Inc.'s Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan reported $29M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #3,898 in Administrative & Support Services (4,372 peers)
Coverage in Illinois
Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan covers 277 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $29M.
- #3,898
- in Administrative & Support Services (4,372 peers)
- +27.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan's outsized position by total assets
Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,889,678 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fox Valley Fire & Safety Co., 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. Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (277 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan reported participants fell from 307 in the plan year 2022 filing to 277 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 362638828 · Fox Valley Fire & Safety Co., Inc. PY 2023 · ESOP
Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan · $29M · 277 · 79th
- PART $29M
- PART 277
- PART 79th
- PART ESOP
- PART near Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan
- PART ind #3898
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 Illinois →
Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $6M |
| Employer EIN | 362638828 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fox Valley Fire & Safety Co., Inc.)
Sponsor-wide plan assets over time
All Fox Valley Fire & Safety Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 23.626007439536764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 651 | $46M |
| 2023 | 2 | 603 | $57M |
| 2024 | 2 | 682 | $57M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Fox Valley Fire & Safety Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Avery W. Hall Insurance Agency, Inc. Employee Stock Ownership Plan in MD ($29M); by covered participants it is Baker Electric Employee Stock Ownership Plan in CA (277 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (277 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.