ESOP · DOL Form 5500 · 2024

Group W Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
115
Participants Small participant base
78th
Percentile by assets National rank
$279,678
Avg per participant High balance/head
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Official DOL plan name: Group W Inc. Employee Stock Ownership Plan · Sponsored by Group W Inc. · Virginia · Professional & Technical Services

$32M in assets, 115 participants

Group W Inc.'s Group W Inc. Employee Stock Ownership Plan reported $32M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,842 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Group W Inc. Employee Stock Ownership Plan covers 115 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $32M.

#15,842
in Professional & Technical Services (20,173 peers)
+30.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Group W Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$32,162,972 Top 22% higher than 78% 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

Group W 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. Group W Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Group W Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Group W Inc. Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Group W Inc. Employee Stock Ownership Plan reported participants rose from 108 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200795636 · Group W Inc. PY 2024 · ESOP

Group W Inc. Employee Stock Ownership Plan · $32M · 115 · 78th

  • RANK $32M
  • RANK 115
  • RANK 78th
  • RANK ESOP
  • RANK near Elus Company Employee Stock Ownership Plan and Trust
  • RANK ind #15842

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 →

Group W Inc. Employee Stock Ownership Plan in the asset neighbourhood

Norcross Supply Co Employee Stock Ownership PlanNorcross Supply Co Employee …$32MGroup W Inc. Employee Stock Ownership PlanGroup W Inc. Employee Stock …$32MElus Company Employee Stock Ownership Plan and TrustElus Company Employee Stock …$32MBga Holdings Co. Employee Stock Ownership Plan and TrustBga Holdings Co. Employee St…$32MParman Holdings Corporation Employee Stock Ownership PlanParman Holdings Corporation …$32M
End-of-year total assets ($M) among Group W Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$32M
Net Income$8M
Employer EIN200795636
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Group W Inc.)

Sponsor-wide plan assets over time

All Group W Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 38.739045056864455% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.4M $83.8M ▲ +38.7%
Year Plans Participants Total Assets
2022 2 217 $60M
2023 2 215 $71M
2024 2 229 $84M

Nearby ESOP Plans in Virginia

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

Group W Inc. 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 ($B) Participants Group W Inc. Employee Stock Ownership Plan, Total assets ($B): 0.032162972 · Participants: 115Group W Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Group W Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Group W Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Elus Company Employee Stock Ownership Plan and Trust in OH ($32M); by covered participants it is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Group W Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Group W Inc. Employee Stock Ownership Plan surged - up 30.5% during 2024, from $25M to $32M. Reported net income was $8M.
How have Group W Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Group W Inc.'s sponsor-wide assets grew 38.7%, from $60M to $84M.
Where does Group W Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Group W Inc. Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Group W Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Elus Company Employee Stock Ownership Plan and Trust in OH ($32M, 21 participants).
Which ESOP plans cover a similar participant headcount to Group W Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Systems Connection of Maryland, Inc. Employee Stock Ownership Plan in MD (115 participants, $4M 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 200795636.

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.