ESOP · DOL Form 5500 · 2023

Ivs Group, Inc. & Affiliates ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
90
Participants Small participant base
61st
Percentile by assets National rank
$125,006
Avg per participant Near avg balance/head
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Official DOL plan name: Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan · Sponsored by Ivs Group, Inc. & Affiliates · West Virginia · Construction

$11M in assets, 90 participants

Ivs Group, Inc. & Affiliates's Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan reported $11M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,377 in Construction (9,030 peers)

Ivs Group, Inc. & Affiliates multi-year trail

Ivs Group, Inc. & Affiliates's plans moved +51.4% in assets from 2022 to 2024; this filing shows Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan at $11M / 90 participants.

#5,377
in Construction (9,030 peers)
+22.3%
assets growth YoY

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan vs every filed plan by assets

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

$11,250,529 Top 39% higher than 61% 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

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan reported participants rose from 7 in the plan year 2022 filing to 90 in the plan year 2023 filing.
  • Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550614475 · Ivs Group, Inc. & Affiliates PY 2023 · ESOP

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan · $11M · 90 · 61st

  • PHOTO $11M
  • IND 90
  • EOY 61st
  • 5500 ESOP
  • ASSETS near Vespoli USA, Inc. Employee Stock Ownership Plan
  • PCT ind #5377

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 West Virginia →

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan in the asset neighbourhood

Ivs Group, Inc. & Affiliates Employee Stock Ownership PlanIvs Group, Inc. & Affiliates…$11MVespoli USA, Inc. Employee Stock Ownership PlanVespoli USA, Inc. Employee S…$11MAvail Technologies, Inc. Employee Stock Ownership PlanAvail Technologies, Inc. Emp…$11MPetersen, Inc. Frozen Capital Accumulation PlanPetersen, Inc. Frozen Capita…$11MStockgrowers State Bank Employee Stock Ownership PlanStockgrowers State Bank Empl…$11M
End-of-year total assets ($M) among Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ivs Group, Inc. & Affiliates multi-year asset trail

Sponsor-wide plan assets over time

All Ivs Group, Inc. & Affiliates plans reported in each filing year

Latest sponsor-wide plan assets
$14M 51.35159559041102% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.2M $13.9M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 7 $9M
2023 1 90 $11M
2024 1 95 $14M

Ivs Group, Inc. & Affiliates filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$5M
Net Income$3M
Employer EIN550614475
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in West Virginia

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

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($M): 11.250529 · Participants: 90Ivs Group, Inc. & Affiliates Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 81.933827 · Participants: 61Triton Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 42.811968 · Participants: 325Port Amherst, Ltd. Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 36.78 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 29.237019 · Participants: 137Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanCgp Foods Inc. Employee Stock Ownership Plan, Total assets ($M): 20.596104 · Participants: 282Cgp Foods Inc. Employee Stock Ownership Plan
Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside West Virginia, the nearest ESOP by assets is Vespoli USA, Inc. Employee Stock Ownership Plan in CT ($11M); by covered participants it is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (90 participants). Same-state nearby plans are listed separately above.

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 Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan assets move in 2023? ▼
Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan grew sharply - up 22.3% during 2023, from $9M to $11M. Reported net income was $3M.
How have Ivs Group, Inc. & Affiliates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivs Group, Inc. & Affiliates's sponsor-wide assets grew 51.4%, from $9M to $14M.
Which ESOP plans are similar in size to Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Vespoli USA, Inc. Employee Stock Ownership Plan in CT ($11M, 27 participants).
Which ESOP plans cover a similar participant headcount to Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carlson, Brigance and Doering, Inc. Employee Stock Ownership Plan in TX (90 participants, $18M 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 550614475.

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.