ESOP · DOL Form 5500 · 2023

Ovare Group, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
102
Participants Small participant base
33rd
Percentile by assets National rank
$23,862
Avg per participant Low balance/head
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Official DOL plan name: Ovare Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Ovare Group, Inc. · Kentucky · Professional & Technical Services

$2M in assets, 102 participants

Ovare Group, Inc.'s Ovare Group, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,936 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Ovare Group, Inc. Employee Stock Ownership Plan and Trust covers 102 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $2M.

#5,936
in Professional & Technical Services (20,321 peers)
-77.7%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ovare Group, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Ovare Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$2,433,933 33rd percentile higher than 33% 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

Ovare Group, Inc. Employee Stock Ownership Plan and Trust 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. Ovare Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ovare Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $11M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ovare Group, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$29M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Ovare Group, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 122 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611121048 · Ovare Group, Inc. PY 2023 · ESOP

Ovare Group, Inc. Employee Stock Ownership Plan and Trust · $2M · 102 · 33rd

  • IND $2M
  • EOY 102
  • 5500 33rd
  • ASSETS ESOP
  • PCT near Common Thread Collective Employee Stock Ownership Plan
  • EIN ind #5936

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 Kentucky →

Ovare Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Oxford Construction Company Employee Stock Ownership PlanOxford Construction Company …$2MOvare Group, Inc. Employee Stock Ownership Plan and TrustOvare Group, Inc. Employee S…$2MCommon Thread Collective Employee Stock Ownership PlanCommon Thread Collective Emp…$2MFirst Robinson Financial Corporation Employee Stock Ownership PlanFirst Robinson Financial Cor…$2MBusch Products, Inc. Employee Stock Ownership PlanBusch Products, Inc. Employe…$2M
End-of-year total assets ($M) among Ovare Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$2M
Net Income-$8M
Employer EIN611121048
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ovare Group, Inc.)

Sponsor-wide plan assets over time

All Ovare Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 43.25738311440678% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $20M $11.4M ▼ -43.2%
Year Plans Participants Total Assets
2022 2 321 $20M
2023 2 279 $11M
2024 2 194 $11M

Nearby ESOP Plans in Kentucky

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

Ovare Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Ovare Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.002433933 · Participants: 102Ovare Group, Inc. Employee Stock Ownership Plan and TrustHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Ovare Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Ovare Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Common Thread Collective Employee Stock Ownership Plan in FL ($2M); by covered participants it is Advanced Conversion Technology, Inc. Employee Stock Ownership Plan in PA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Ovare Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Ovare Group, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 77.7% during 2023, from $11M to $2M. Reported net income was -$8M.
How have Ovare Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ovare Group, Inc.'s sponsor-wide assets declined 43.3%, from $20M to $11M.
Which ESOP plans are similar in size to Ovare Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Common Thread Collective Employee Stock Ownership Plan in FL ($2M, 75 participants).
Which ESOP plans cover a similar participant headcount to Ovare Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Advanced Conversion Technology, Inc. Employee Stock Ownership Plan in PA (102 participants, $5M 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 611121048.

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.