ESOP · DOL Form 5500 · 2024

Ross Group, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
19
Participants Small participant base
24th
Percentile by assets National rank
$61,489
Avg per participant Low balance/head
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Official DOL plan name: Ross Group, Inc. Employee Stock Ownership Plan · Sponsored by Ross Group, Inc. · Georgia · Professional & Technical Services

$1M in assets, 19 participants

Ross Group, Inc.'s Ross Group, Inc. Employee Stock Ownership Plan reported $1M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,940 in Professional & Technical Services (20,173 peers)

Ross Group, Inc. multi-year trail

Ross Group, Inc.'s plans moved +26.4% in assets from 2022 to 2024; this filing shows Ross Group, Inc. Employee Stock Ownership Plan at $1M / 19 participants.

#3,940
in Professional & Technical Services (20,173 peers)
-0.8%
assets change YoY

Ross Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Ross Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,168,283 24th percentile higher than 24% 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

Ross Group, Inc. 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. Ross Group, Inc. 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

  • Ross Group, Inc. Employee Stock Ownership Plan reported net income fell from $318K in the plan year 2023 filing to $61K in the plan year 2024 filing.
  • Ross Group, Inc. Employee Stock Ownership Plan reported participants fell from 20 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 311395251 · Ross Group, Inc. PY 2024 · ESOP

Ross Group, Inc. Employee Stock Ownership Plan · $1M · 19 · 24th

  • EBSA $1M
  • PART 19
  • TYPE 24th
  • NET ESOP
  • BOOK near Bassett's Employees Profit Sharing and Stock Ownership Plan
  • VS-ST ind #3940

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 Georgia →

Ross Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mauch Chunk Trust Company Employee Stock Ownership PlanMauch Chunk Trust Company Em…$1MRoss Group, Inc. Employee Stock Ownership PlanRoss Group, Inc. Employee St…$1MBassett's Employees Profit Sharing and Stock Ownership PlanBassett's Employees Profit S…$1MN/S Corporation Employee Stock Ownership PlanN/S Corporation Employee Sto…$1MAgile Six Applications, Inc. Employee Stock Ownership PlanAgile Six Applications, Inc.…$1M
End-of-year total assets ($M) among Ross Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ross Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ross Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.440290915387777% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $0.92M $1.17M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 21 $924K
2023 1 20 $1M
2024 1 19 $1M

Ross Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$61K
Employer EIN311395251
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Ross Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Ross Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.168283 · Participants: 19Ross Group, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Ross Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Ross Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ross Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Bassett's Employees Profit Sharing and Stock Ownership Plan in OH ($1M); 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 Ross Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Ross Group, Inc. Employee Stock Ownership Plan held essentially flat - down 0.8% during 2024, from $1M to $1M. Reported net income was $61K.
How have Ross Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ross Group, Inc.'s sponsor-wide assets grew 26.4%, from $924K to $1M.
Where does Ross Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ross Group, Inc. Employee Stock Ownership Plan ranks in the 24th 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 Ross Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bassett's Employees Profit Sharing and Stock Ownership Plan in OH ($1M, 73 participants).
Which ESOP plans cover a similar participant headcount to Ross Group, Inc. 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 311395251.

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.