ESOP · DOL Form 5500 · 2024
Bill Few Financial Group, Inc. ESOP
Data updated 2026-08-11
- $8M
- Total assets
- 34
- Participants
- 52nd
- Percentile by assets
- $245,558
- Avg per participant
Official DOL plan name: Bill Few Associates Employee Stock Ownership Plan · Sponsored by Bill Few Financial Group, Inc. · Pennsylvania · Finance & Insurance
$8M in assets, 34 participants
Bill Few Financial Group, Inc.'s Bill Few Associates Employee Stock Ownership Plan reported $8M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- 52nd percentile by assets (of 123,622 plans)
- #3,081 in Finance & Insurance (8,549 peers)
Bill Few Financial Group, Inc. multi-year trail
Bill Few Financial Group, Inc.'s plans moved +427.2% in assets from 2022 to 2024; this filing shows Bill Few Associates Employee Stock Ownership Plan at $8M / 34 participants.
- $8M
- total plan assets (2024 EOY)
- 34
- covered participants
- 52nd
- percentile by assets (of 123,622 plans)
- $245,558
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bill Few Associates Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Bill Few Associates Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Bill Few Associates Employee Stock Ownership Plan reported participants fell from 36 in the plan year 2023 filing to 34 in the plan year 2024 filing.
Bill Few Financial Group, Inc. across 3 plan years on file
Across the 3 plan years Bill Few Financial Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $8M, a gain of 427.2%, while reported participants moved from 35 to 34 (-2.9%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($2M).
Bill Few Financial Group, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $2M |
| 2023 | 1 | 36 | $2M |
| 2024 | 1 | 34 | $8M |
Bill Few Financial Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | -$3M |
| Net Income | $7M |
| Employer EIN | 251891057 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Bill Few Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bill Few Associates Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Bill Few Associates Employee Stock Ownership Plan's numbers.
- By total assets, Bill Few Associates Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Bill Few Financial Group, Inc.'s sponsor-wide assets have grown 427.2% since 2022 across 3 plan years on file. More Finance & Insurance plans