ESOP · DOL Form 5500 · 2023

Genetics & Ivf Institute, Inc. ESOP

Data updated 2026-08-25

$42M
Total assets Below avg plan size
118
Participants Small participant base
84th
Percentile by assets National rank
$357,895
Avg per participant High balance/head
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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.

  • #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.

#15,228
in Healthcare & Social Assistance (17,684 peers)
+28.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Genetics & Ivf Institute Employee Stock Ownership Plan's outsized position by total assets

Genetics & Ivf Institute Employee Stock Ownership Plan vs every filed plan by assets

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

$42,231,630 Top 16% higher than 84% 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

Genetics & Ivf Institute 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. Genetics & Ivf Institute Employee Stock Ownership Plan sits mid-pack in the medium band (118 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541296887 · Genetics & Ivf Institute, Inc. PY 2023 · ESOP

Genetics & Ivf Institute Employee Stock Ownership Plan · $42M · 118 · 84th

  • EBSA $42M
  • PART 118
  • TYPE 84th
  • NET ESOP
  • BOOK near Garrett Holdings, Inc. Employee Stock Ownership Plan
  • VS-ST ind #15228

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 Virginia →

Genetics & Ivf Institute Employee Stock Ownership Plan in the asset neighbourhood

J. D. Steel Co., Inc. Employee Stock Ownership PlanJ. D. Steel Co., Inc. Employ…$42MEvergreen Trading Employee Stock Ownership PlanEvergreen Trading Employee S…$42MGenetics & Ivf Institute Employee Stock Ownership PlanGenetics & Ivf Institute Emp…$42MGarrett Holdings, Inc. Employee Stock Ownership PlanGarrett Holdings, Inc. Emplo…$42MSeaco National Corp. Employee Stock Ownership PlanSeaco National Corp. Employe…$42M
End-of-year total assets ($M) among Genetics & Ivf Institute Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$42M
Net Income$9M
Employer EIN541296887
Plan Effective Date1994-11-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Genetics & Ivf Institute, Inc.)

Sponsor-wide plan assets over time

All Genetics & Ivf Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 26.104344677283137% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $47.3M $35M ▼ -26.1%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Genetics & Ivf Institute Employee Stock Ownership Plan, Total assets ($B): 0.04223163 · Participants: 118Genetics & Ivf Institute Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Genetics & Ivf Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Genetics & Ivf Institute Employee Stock Ownership Plan side-by-side with 3 peers →

Genetics & Ivf Institute Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Garrett Holdings, Inc. Employee Stock Ownership Plan in MD ($42M); by covered participants it is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Genetics & Ivf Institute Employee Stock Ownership Plan assets move in 2023? ▼
Genetics & Ivf Institute Employee Stock Ownership Plan grew sharply - up 28.9% during 2023, from $33M to $42M. Reported net income was $9M.
How have Genetics & Ivf Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Genetics & Ivf Institute, Inc.'s sponsor-wide assets declined 26.1%, from $47M to $35M.
Where does Genetics & Ivf Institute Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Genetics & Ivf Institute Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Genetics & Ivf Institute Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Garrett Holdings, Inc. Employee Stock Ownership Plan in MD ($42M, 593 participants).
Which ESOP plans cover a similar participant headcount to Genetics & Ivf Institute Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allgeier, Martin & Associates, Inc. Employee Stock Ownership Plan in MO (118 participants, $2M 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 541296887.

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.