ESOP · DOL Form 5500 · 2024

The Nevell Group, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
174
Participants Small participant base
57th
Percentile by assets National rank
$60,396
Avg per participant Low balance/head
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Official DOL plan name: The Nevell Group, Inc. Employee Stock Ownership Plan · Sponsored by The Nevell Group, Inc. · California · Construction

$11M in assets, 174 participants

The Nevell Group, Inc.'s The Nevell Group, Inc. Employee Stock Ownership Plan reported $11M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #4,980 in Construction (9,039 peers)

Coverage in California

The Nevell Group, Inc. Employee Stock Ownership Plan covers 174 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $11M.

#4,980
in Construction (9,039 peers)
+40.4%
assets growth YoY

The Nevell Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

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

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

$10,508,898 Top 43% higher than 57% 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

The Nevell 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. The Nevell Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Nevell Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Nevell Group, Inc. Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Nevell Group, Inc. Employee Stock Ownership Plan reported participants rose from 165 in the plan year 2023 filing to 174 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 223892375 · The Nevell Group, Inc. PY 2024 · ESOP

The Nevell Group, Inc. Employee Stock Ownership Plan · $11M · 174 · 57th

  • IND $11M
  • EOY 174
  • 5500 57th
  • ASSETS ESOP
  • PCT near Jenner Ag Employee Stock Ownership Plan and Trust
  • EIN ind #4980

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 California →

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

Jenner Ag Employee Stock Ownership Plan and TrustJenner Ag Employee Stock Own…$11MThe Nevell Group, Inc. Employee Stock Ownership PlanThe Nevell Group, Inc. Emplo…$11MStandard Heating & Air Conditioning Employee Stock Ownership PlanStandard Heating & Air Condi…$11MEmployee Stock Ownership Plan of Winona Agency, Inc.Employee Stock Ownership Pla…$11MTbg Partners Employee Stock Ownership PlanTbg Partners Employee Stock …$11M
End-of-year total assets ($M) among The Nevell Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)-$82M
Net Income$11M
Employer EIN223892375
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Nevell Group, Inc.)

Sponsor-wide plan assets over time

All The Nevell Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 246.12615040677795% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $9.26M $32.1M ▲ +246.1%
Year Plans Participants Total Assets
2022 1 142 $9M
2023 2 292 $25M
2024 2 306 $32M

Nearby ESOP Plans in California

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

The Nevell Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants The Nevell Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010508898 · Participants: 174The Nevell Group, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
The Nevell Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Nevell Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Jenner Ag Employee Stock Ownership Plan and Trust in IL ($11M); by covered participants it is Best Friends Pet Care Holdings, Inc. Employee Stock Ownership Plan in CT (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 The Nevell Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
The Nevell Group, Inc. Employee Stock Ownership Plan surged - up 40.4% during 2024, from $7M to $11M. Reported net income was $11M.
How have The Nevell Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nevell Group, Inc.'s sponsor-wide assets grew 246.1%, from $9M to $32M.
Which ESOP plans are similar in size to The Nevell Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jenner Ag Employee Stock Ownership Plan and Trust in IL ($11M, 76 participants).
Which ESOP plans cover a similar participant headcount to The Nevell Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Best Friends Pet Care Holdings, Inc. Employee Stock Ownership Plan in CT (174 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 223892375.

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.