ESOP · DOL Form 5500 · 2023
Vengroff, Williams & Associates, Inc. ESOP
Data updated 2026-08-25
- $289K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 13th
- Percentile by assets National rank
Official DOL plan name: Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Vengroff, Williams & Associates, Inc. · Florida · Professional & Technical Services
$289K in assets, N/A participants
Vengroff, Williams & Associates, Inc.'s Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan reported $289K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.
- #2,092 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan holds $289K for N/A participants, among the smaller plans by assets on file.
- #2,092
- in Professional & Technical Services (20,321 peers)
- +0.0%
- assets growth YoY
Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$288,891 13th percentile higher than 13% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Plan-year Form 5500 strip
Filing strip 650945867 · Vengroff, Williams & Associates, Inc. PY 2023 · ESOP
Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan · $289K · N/A · 13th
- SCH $289K
- EBSA N/A
- PART 13th
- TYPE ESOP
- NET near New Wave Enviro Products, Inc. Employee Stock Ownership Plan
- BOOK ind #2092
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 Florida →
Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $289K |
|---|---|
| Net Assets (End of Year) | $289K |
| Employer EIN | 650945867 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vengroff, Williams & Associates, Inc.)
Sponsor-wide plan assets over time
All Vengroff, Williams & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $289K |
| 2023 | 1 | N/A | $289K |
| 2024 | 1 | N/A | N/A |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Vengroff, Williams & Associates, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside Florida, the nearest ESOP by end-of-year assets is New Wave Enviro Products, Inc. Employee Stock Ownership Plan in CO at $289K (this filing: $289K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($289K here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.