ESOP · DOL Form 5500 · 2024

Neil Kravitz Group Sales, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
44
Participants Small participant base
48th
Percentile by assets National rank
$160,575
Avg per participant Above avg balance/head
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Official DOL plan name: Group Sales Employee Stock Ownership Plan · Sponsored by Neil Kravitz Group Sales, Inc. · Ohio · Wholesale Trade

$7M in assets, 44 participants

Neil Kravitz Group Sales, Inc.'s Group Sales Employee Stock Ownership Plan reported $7M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,320 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Group Sales Employee Stock Ownership Plan holds $7M for 44 participants - about $160,575 per participant, in the lower half of filed plans by assets.

#2,320
in Wholesale Trade (6,080 peers)
-7.7%
assets change YoY

The plan reported a net loss of $524K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Group Sales Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Group Sales Employee Stock Ownership Plan vs every filed plan by assets

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

$7,065,279 48th percentile higher than 48% 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

Group Sales 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. Group Sales Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Group Sales Employee Stock Ownership Plan reported net income rose from -$12M in the plan year 2023 filing to -$524K in the plan year 2024 filing.
  • Group Sales Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 311323026 · Neil Kravitz Group Sales, Inc. PY 2024 · ESOP

Group Sales Employee Stock Ownership Plan · $7M · 44 · 48th

  • NET $7M
  • NET 44
  • NET 48th
  • NET ESOP
  • NET near Nicklas Supply, Inc. Employee Stock Ownership Plan
  • NET ind #2320

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 Ohio →

Group Sales Employee Stock Ownership Plan in the asset neighbourhood

Group Sales Employee Stock Ownership PlanGroup Sales Employee Stock O…$7MNicklas Supply, Inc. Employee Stock Ownership PlanNicklas Supply, Inc. Employe…$7MTsp, Inc. Employee Stock Ownership PlanTsp, Inc. Employee Stock Own…$7MHarris Civil Engineers Employee Stock Ownership Plan and TrustHarris Civil Engineers Emplo…$7MNew England Finish Systems ESOPNew England Finish Systems E…$7M
End-of-year total assets ($M) among Group Sales Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$13M
Net Income-$524K
Employer EIN311323026
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neil Kravitz Group Sales, Inc.)

Sponsor-wide plan assets over time

All Neil Kravitz Group Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 7.677094539756803% vs 2023
2024 filing year
$7M$7.2M$7.4M$7.6M$7.8M 20232024 $7.65M $7.07M ▼ -7.6%
Year Plans Participants Total Assets
2023 1 44 $8M
2024 1 44 $7M

Nearby ESOP Plans in Ohio

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

Group Sales Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Group Sales Employee Stock Ownership Plan, Total assets ($B): 0.007065279 · Participants: 44Group Sales Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Group Sales Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Group Sales Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Nicklas Supply, Inc. Employee Stock Ownership Plan in PA ($7M); by covered participants it is Dmb Corporation, Inc. ESOP in WI (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Group Sales Employee Stock Ownership Plan assets move in 2024? ▼
Group Sales Employee Stock Ownership Plan pulled back noticeably - down 7.7% during 2024, from $8M to $7M. Reported net income was -$524K.
How have Neil Kravitz Group Sales, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Neil Kravitz Group Sales, Inc.'s sponsor-wide assets declined 7.7%, from $8M to $7M.
Which ESOP plans are similar in size to Group Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nicklas Supply, Inc. Employee Stock Ownership Plan in PA ($7M, 59 participants).
Which ESOP plans cover a similar participant headcount to Group Sales Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dmb Corporation, Inc. ESOP in WI (44 participants, $5M 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 311323026.

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.