ESOP · DOL Form 5500 · 2024

Rovers North, Inc. ESOP

Data updated 2026-08-25

$355K
Total assets Small plan by assets
35
Participants Small participant base
15th
Percentile by assets National rank
$10,153
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Rovers North Employee Stock Ownership Plan · Sponsored by Rovers North, Inc. · Vermont · Retail Trade

$355K in assets, 35 participants

Rovers North, Inc.'s Rovers North Employee Stock Ownership Plan reported $355K in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,963 in Retail Trade (8,048 peers)

What the 2024 filing shows

Rovers North Employee Stock Ownership Plan holds $355K for 35 participants - about $10,153 per participant, among the smaller plans by assets on file.

#1,963
in Retail Trade (8,048 peers)
-$2M
reported net income

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rovers North Employee Stock Ownership Plan among the smaller filed plans by assets

Rovers North Employee Stock Ownership Plan vs every filed plan by assets

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

$355,355 15th percentile higher than 15% 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

Rovers North 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. Rovers North Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 030293408 · Rovers North, Inc. PY 2024 · ESOP

Rovers North Employee Stock Ownership Plan · $355K · 35 · 15th

  • TYPE $355K
  • TYPE 35
  • TYPE 15th
  • TYPE ESOP
  • TYPE near Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement
  • TYPE ind #1963

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 Vermont →

Rovers North Employee Stock Ownership Plan in the asset neighbourhood

Rovers North Employee Stock Ownership PlanRovers North Employee Stock …$355KRsi Retirement Savings Plan$356KTag Management, Inc. Employee Stock Ownership Plan and Trust AgreementTag Management, Inc. Employe…$355KDexter Research Center Inc Employee Stock Ownership PlanDexter Research Center Inc E…$352KCamarata Masonry Systems Employee Stock Ownership PlanCamarata Masonry Systems Emp…$352K
End-of-year total assets ($M) among Rovers North Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$2M
Net Income-$2M
Employer EIN030293408
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Rovers North Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600 -2000200400600800 Total assets ($M) Participants Rovers North Employee Stock Ownership Plan, Total assets ($M): 0.355355 · Participants: 35Rovers North Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 676.102355 · Participants: 566Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 328.17116 · Participants: 320King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 97.513 · Participants: 431Cfc ESOPHallam Associates Inc. Employee Stock Ownership Plan, Total assets ($M): 24.451398 · Participants: 146Hallam Associates Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 21.665109 · Participants: 42Trust Company of Vermont Employee Stock Ownership Plan
Rovers North Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Rovers North Employee Stock Ownership Plan side-by-side with 3 peers →

Rovers North Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement in CA ($355K); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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

Where does Rovers North Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rovers North Employee Stock Ownership Plan ranks in the 15th 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 Rovers North Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement in CA ($355K, 3 participants).
Which ESOP plans cover a similar participant headcount to Rovers North Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Micro Craft ESOP in TN (35 participants, $108 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 030293408.

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.