ESOP · DOL Form 5500 · 2023

Southwestern Virginia Energy Industries, Ltd. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
37
Participants Small participant base
32nd
Percentile by assets National rank
$60,252
Avg per participant Low balance/head
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Official DOL plan name: Southwestern Virginia Energy Industries, Ltd ESOP · Sponsored by Southwestern Virginia Energy Industries, Ltd. · Virginia · Utilities

$2M in assets, 37 participants

Southwestern Virginia Energy Industries, Ltd.'s Southwestern Virginia Energy Industries, Ltd ESOP reported $2M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #70 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Southwestern Virginia Energy Industries, Ltd ESOP ranks #70 of 721 2023 filers by assets (24084% of the sector average)-$2M for 37 participants.

#70
in Utilities (721 peers)
+3.3%
assets growth YoY

Southwestern Virginia Energy Industries, Ltd ESOP among the smaller filed plans by assets

Southwestern Virginia Energy Industries, Ltd ESOP vs every filed plan by assets

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

$2,229,337 32nd percentile higher than 32% 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

Southwestern Virginia Energy Industries, Ltd ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwestern Virginia Energy Industries, Ltd ESOP is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwestern Virginia Energy Industries, Ltd ESOP reported net income rose from -$256K in the plan year 2022 filing to $72K in the plan year 2023 filing.
  • Southwestern Virginia Energy Industries, Ltd ESOP reported participants rose from 35 in the plan year 2022 filing to 37 in the plan year 2023 filing.
  • Southwestern Virginia Energy Industries, Ltd ESOP end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540471058 · Southwestern Virginia Energy Industries, Ltd. PY 2023 · ESOP

Southwestern Virginia Energy Industries, Ltd ESOP · $2M · 37 · 32nd

  • PCT $2M
  • PCT 37
  • PCT 32nd
  • PCT ESOP
  • PCT near Best Restaurant Equipment & Design, Inc. Employee Stock Ownership Plan
  • PCT ind #70

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 →

Southwestern Virginia Energy Industries, Ltd ESOP in the asset neighbourhood

Southwestern Virginia Energy Industries, Ltd ESOPSouthwestern Virginia Energy…$2MBest Restaurant Equipment & Design, Inc. Employee Stock Ownership PlanBest Restaurant Equipment & …$2MMountain Research, Inc. Employee Stock Ownership PlanMountain Research, Inc. Empl…$2MPrairie Mechanical Corporation Employee Stock Ownership Plan and TrustPrairie Mechanical Corporati…$2MGautier Steel Employee Stock Ownership PlanGautier Steel Employee Stock…$2M
End-of-year total assets ($M) among Southwestern Virginia Energy Industries, Ltd ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$72K
Employer EIN540471058
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern Virginia Energy Industries, Ltd.)

Sponsor-wide plan assets over time

All Southwestern Virginia Energy Industries, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.399243836357957% vs 2022
2024 filing year
$2.1M$2.15M$2.2M$2.25M$2.3M$2.35M 202220232024 $2.16M $2.32M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 35 $2M
2023 1 37 $2M
2024 1 37 $2M

Nearby ESOP Plans in Virginia

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

Southwestern Virginia Energy Industries, Ltd ESOP vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Southwestern Virginia Energy Industries, Ltd ESOP, Total assets ($B): 0.002229337 · Participants: 37Southwestern Virginia Energy Industries, Ltd ESOPNvr, 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
Southwestern Virginia Energy Industries, Ltd ESOP vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Southwestern Virginia Energy Industries, Ltd ESOP side-by-side with 3 peers →

Southwestern Virginia Energy Industries, Ltd ESOP's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Best Restaurant Equipment & Design, Inc. Employee Stock Ownership Plan in OH ($2M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Southwestern Virginia Energy Industries, Ltd ESOP assets move in 2023? ▼
Southwestern Virginia Energy Industries, Ltd ESOP edged up modestly - up 3.3% during 2023, from $2M to $2M. Reported net income was $72K.
How have Southwestern Virginia Energy Industries, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern Virginia Energy Industries, Ltd.'s sponsor-wide assets grew 7.4%, from $2M to $2M.
Which ESOP plans are similar in size to Southwestern Virginia Energy Industries, Ltd ESOP? ▼
Among ESOP plans in other states, the closest by assets is Best Restaurant Equipment & Design, Inc. Employee Stock Ownership Plan in OH ($2M, 35 participants).
Which ESOP plans cover a similar participant headcount to Southwestern Virginia Energy Industries, Ltd ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M 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 540471058.

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.