ESOP · DOL Form 5500 · 2023

Hanbury Evans Wright Vlattas and Company ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
135
Participants Small participant base
58th
Percentile by assets National rank
$71,072
Avg per participant Below avg balance/head
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Official DOL plan name: Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan · Sponsored by Hanbury Evans Wright Vlattas and Company · Virginia · Professional & Technical Services

$10M in assets, 135 participants

Hanbury Evans Wright Vlattas and Company's Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan reported $10M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,408 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan covers 135 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $10M.

#11,408
in Professional & Technical Services (20,321 peers)
+70.1%
assets growth YoY

Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan vs every filed plan by assets

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

$9,594,680 Top 42% higher than 58% 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

Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan reported participants rose from 112 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541099578 · Hanbury Evans Wright Vlattas and Company PY 2023 · ESOP

Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan · $10M · 135 · 58th

  • RANK $10M
  • RANK 135
  • RANK 58th
  • RANK ESOP
  • RANK near Carrier Johnson Employee Stock Ownership Plan
  • RANK ind #11408

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 →

Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan in the asset neighbourhood

Panagora Group Inc. Employee Stock Ownership PlanPanagora Group Inc. Employee…$10MHanbury Evans Wright Vlattas + Company Employee Stock Ownership PlanHanbury Evans Wright Vlattas…$10MCarrier Johnson Employee Stock Ownership PlanCarrier Johnson Employee Sto…$10MHelwig Carbon Products, Inc. Employee Stock Ownership PlanHelwig Carbon Products, Inc.…$10MFoldcraft Co. Employee Stock Ownership PlanFoldcraft Co. Employee Stock…$10M
End-of-year total assets ($M) among Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN541099578
Plan Effective Date2015-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hanbury Evans Wright Vlattas and Company)

Sponsor-wide plan assets over time

All Hanbury Evans Wright Vlattas and Company plans reported in each filing year

Latest sponsor-wide plan assets
$28M 19.79028254570582% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.1M $27.7M ▲ +19.8%
Year Plans Participants Total Assets
2022 2 223 $23M
2023 2 271 $33M
2024 1 159 $28M

Nearby ESOP Plans in Virginia

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

Hanbury Evans Wright Vlattas + Company 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 ($B) Participants Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan, Total assets ($B): 0.00959468 · Participants: 135Hanbury Evans Wright Vlattas + Company Employee Stock Ownership PlanNvr, 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
Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan side-by-side with 3 peers →

Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Carrier Johnson Employee Stock Ownership Plan in CA ($10M); by covered participants it is Badger Corrugating Employee Stock Ownership Plan in WI (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan assets move in 2023? ▼
Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan surged - up 70.1% during 2023, from $6M to $10M. Reported net income was $4M.
How have Hanbury Evans Wright Vlattas and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hanbury Evans Wright Vlattas and Company's sponsor-wide assets grew 19.8%, from $23M to $28M.
Which ESOP plans are similar in size to Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Carrier Johnson Employee Stock Ownership Plan in CA ($10M, 41 participants).
Which ESOP plans cover a similar participant headcount to Hanbury Evans Wright Vlattas + Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Badger Corrugating Employee Stock Ownership Plan in WI (135 participants, $14M 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 541099578.

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.