ESOP · DOL Form 5500 · 2024
Saver Group, Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 545
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $12,656
- Avg per participant Low balance/head
Official DOL plan name: Saver Group, Inc. Employee Stock Ownership Plan · Sponsored by Saver Group, Inc. · Kentucky · Wholesale Trade
$7M in assets, 545 participants
Saver Group, Inc.'s Saver Group, Inc. Employee Stock Ownership Plan reported $7M in total assets and 545 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.
- #2,292 in Wholesale Trade (6,080 peers)
2024 asset change
Saver Group, Inc. Employee Stock Ownership Plan pulled back noticeably 14.6% in 2024 ($8M → $7M) for 545 participants.
- #2,292
- in Wholesale Trade (6,080 peers)
- -14.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Saver Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
Saver Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,897,280 48th percentile higher than 48% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Saver Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saver Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (545 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saver Group, Inc. Employee Stock Ownership Plan reported net income fell from -$146K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Saver Group, Inc. 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.
- Saver Group, Inc. Employee Stock Ownership Plan reported participants rose from 504 in the plan year 2023 filing to 545 in the plan year 2024 filing.
DOL schedule card
Filing strip 311532482 · Saver Group, Inc. PY 2024 · ESOP
Saver Group, Inc. Employee Stock Ownership Plan · $7M · 545 · 48th
- ASSETS $7M
- ASSETS 545
- ASSETS 48th
- ASSETS ESOP
- ASSETS near Terra Dynamics Inc ESOP
- ASSETS ind #2292
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 Kentucky →
Saver Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Saver Group, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Saver Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 0.1530023088851132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,073 | $15M |
| 2023 | 2 | 1,036 | $16M |
| 2024 | 2 | 1,174 | $15M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 311532482 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Saver Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Terra Dynamics Inc ESOP in TX ($7M); by covered participants it is Dudek Employee Stock Ownership Plan in CA (544 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (545 participants); asset peers above are excluded.
- Dudek Employee Stock Ownership Plan (CA) 544 · 1 off
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement (PA) 544 · 1 off
- Recon Management Services, Inc. Employee Stock Ownership Plan (LA) 546 · 1 off
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan (OR) 547 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.