ESOP · DOL Form 5500 · 2024

Bill Few Financial Group, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
34
Participants Small participant base
52nd
Percentile by assets National rank
$245,558
Avg per participant Above avg balance/head
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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.

  • #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.

#3,081
in Finance & Insurance (8,549 peers)
+301.0%
assets growth YoY

Bill Few Associates Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Bill Few Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$8,348,960 Top 48% higher than 52% 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

Bill Few Associates 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. Bill Few Associates Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251891057 · Bill Few Financial Group, Inc. PY 2024 · ESOP

Bill Few Associates Employee Stock Ownership Plan · $8M · 34 · 52nd

  • NET $8M
  • NET 34
  • NET 52nd
  • NET ESOP
  • NET near Movement for Life Employee Stock Ownership Plan
  • NET ind #3081

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 Pennsylvania →

Bill Few Associates Employee Stock Ownership Plan in the asset neighbourhood

Bill Few Associates Employee Stock Ownership PlanBill Few Associates Employee…$8MMovement for Life Employee Stock Ownership PlanMovement for Life Employee S…$8MFgm Employee Stock Ownership PlanFgm Employee Stock Ownership…$8MCallahan & Associates, Inc. Employee Stock Ownership PlanCallahan & Associates, Inc. …$8MLiberty Bank & Trust Company Employee Stock Ownership PlanLiberty Bank & Trust Company…$8M
End-of-year total assets ($M) among Bill Few Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Bill Few Financial Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bill Few Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 427.22060142209426% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $1.58M $8.35M ▲ +428.5%
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 EIN251891057
Plan Effective Date2021-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bill Few Associates Employee Stock Ownership Plan, Total assets ($B): 0.00834896 · Participants: 34Bill Few Associates Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Bill Few Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Bill Few Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Bill Few Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Movement for Life Employee Stock Ownership Plan in CA ($8M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Bill Few Associates Employee Stock Ownership Plan assets move in 2024? ▼
Bill Few Associates Employee Stock Ownership Plan surged - up 301.0% during 2024, from $2M to $8M. Reported net income was $7M.
How have Bill Few Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bill Few Financial Group, Inc.'s sponsor-wide assets grew 427.2%, from $2M to $8M.
Which ESOP plans are similar in size to Bill Few Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Movement for Life Employee Stock Ownership Plan in CA ($8M, 222 participants).
Which ESOP plans cover a similar participant headcount to Bill Few Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants, N/A 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 251891057.

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.