ESOP · DOL Form 5500 · 2024

Savvy Rest, Inc. ESOP

Data updated 2026-08-25

$284K
Total assets Small plan by assets
19
Participants Small participant base
13th
Percentile by assets National rank
$14,956
Avg per participant Low balance/head
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Official DOL plan name: Savvy Rest Employee Stock Ownership Plan · Sponsored by Savvy Rest, Inc. · Virginia · Professional & Technical Services

$284K in assets, 19 participants

Savvy Rest, Inc.'s Savvy Rest Employee Stock Ownership Plan reported $284K in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,079 in Professional & Technical Services (20,173 peers)

Savvy Rest, Inc. multi-year trail

Savvy Rest, Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Savvy Rest Employee Stock Ownership Plan at $284K / 19 participants.

#2,079
in Professional & Technical Services (20,173 peers)
-7.2%
assets change YoY

The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Savvy Rest Employee Stock Ownership Plan among the smaller filed plans by assets

Savvy Rest Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$284,167 13th percentile higher than 13% of 123,620 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 2024

Savvy Rest Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savvy Rest Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Savvy Rest Employee Stock Ownership Plan reported net income rose from -$52K in the plan year 2023 filing to -$15K in the plan year 2024 filing.
  • Savvy Rest Employee Stock Ownership Plan end-of-year assets fell from $306K in the plan year 2023 filing to $284K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 134333574 · Savvy Rest, Inc. PY 2024 · ESOP

Savvy Rest Employee Stock Ownership Plan · $284K · 19 · 13th

  • PCT $284K
  • PCT 19
  • PCT 13th
  • PCT ESOP
  • PCT near Beckman Production Services, Inc. Employee Stock Ownership Plan
  • PCT ind #2079

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 →

Savvy Rest Employee Stock Ownership Plan in the asset neighbourhood

Missry Associates, Inc. Employee Stock Ownership PlanMissry Associates, Inc. Empl…$286KAtlapac Trading Company, Inc. Employee Stock Ownership Plan and TrustAtlapac Trading Company, Inc…$287KSavvy Rest Employee Stock Ownership PlanSavvy Rest Employee Stock Ow…$284KBeckman Production Services, Inc. Employee Stock Ownership PlanBeckman Production Services,…$282KResource Recycling Systems Inc. Employee Stock Ownership PlanResource Recycling Systems I…$282K
End-of-year total assets ($M) among Savvy Rest Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Savvy Rest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Savvy Rest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$284K 19.026206983019744% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M 202220232024 $0.35M $0.28M ▼ -20.0%
Year Plans Participants Total Assets
2022 1 21 $351K
2023 1 19 $306K
2024 1 19 $284K

Savvy Rest, Inc. filing trail (2024)

Total Assets (Beginning of Year)$306K
Net Assets (End of Year)$283K
Net Income-$15K
Employer EIN134333574
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Savvy Rest 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 ($B) Participants Savvy Rest Employee Stock Ownership Plan, Total assets ($B): 0.000284167 · Participants: 19Savvy Rest Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Savvy Rest Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Savvy Rest Employee Stock Ownership Plan side-by-side with 3 peers →

Savvy Rest Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Beckman Production Services, Inc. Employee Stock Ownership Plan in MI ($282K); by covered participants it is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Savvy Rest Employee Stock Ownership Plan assets move in 2024? ▼
Savvy Rest Employee Stock Ownership Plan pulled back noticeably - down 7.2% during 2024, from $306K to $284K. Reported net income was -$15K.
How have Savvy Rest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Savvy Rest, Inc.'s sponsor-wide assets declined 19.0%, from $351K to $284K.
Where does Savvy Rest Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Savvy Rest Employee Stock Ownership Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Savvy Rest Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Beckman Production Services, Inc. Employee Stock Ownership Plan in MI ($282K, 47 participants).
Which ESOP plans cover a similar participant headcount to Savvy Rest Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134333574.

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.