ESOP · DOL Form 5500 · 2023
Genetics & Ivf Institute, Inc. ESOP
Data updated 2026-08-11
- $42M
- Total assets
- 118
- Participants
- 84th
- Percentile by assets
- $357,895
- Avg per participant
Official DOL plan name: Genetics & Ivf Institute Employee Stock Ownership Plan · Sponsored by Genetics & Ivf Institute, Inc. · Virginia · Healthcare & Social Assistance
$42M in assets, 118 participants
Genetics & Ivf Institute, Inc.'s Genetics & Ivf Institute Employee Stock Ownership Plan reported $42M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 127,072 plans)
- #15,228 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
Genetics & Ivf Institute Employee Stock Ownership Plan covers 118 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $42M.
- $42M
- total plan assets (2023 EOY)
- 118
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $357,895
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Genetics & Ivf Institute Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Genetics & Ivf Institute Employee Stock Ownership Plan end-of-year assets rose from $33M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Genetics & Ivf Institute Employee Stock Ownership Plan reported participants fell from 123 in the plan year 2022 filing to 118 in the plan year 2023 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Genetics & Ivf Institute Employee Stock Ownership Plan reports 118 participants - about 15% of that state average ($42M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $9M |
| Employer EIN | 541296887 |
| Plan Effective Date | 1994-11-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Genetics & Ivf Institute, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 252 | $47M |
| 2023 | 2 | 255 | $62M |
| 2024 | 2 | 283 | $35M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
Genetics & Ivf Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
- Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Genetics & Ivf Institute Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Genetics & Ivf Institute Employee Stock Ownership Plan's numbers.
- By total assets, Genetics & Ivf Institute Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
- Genetics & Ivf Institute, Inc.'s sponsor-wide assets have declined 26.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans