ESOP · DOL Form 5500 · 2024

Fund Evaluation Group 2017, Inc. ESOP

Data updated 2026-08-11

$45M
Total assets
123
Participants
83rd
Percentile by assets
$369,487
Avg per participant
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Official DOL plan name: Fund Evaluation Group Employee Stock Ownership Plan · Sponsored by Fund Evaluation Group 2017, Inc. · Ohio · Finance & Insurance

$45M in assets, 123 participants

Fund Evaluation Group 2017, Inc.'s Fund Evaluation Group Employee Stock Ownership Plan reported $45M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #6,306 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Fund Evaluation Group Employee Stock Ownership Plan covers 123 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $45M.

$45M
total plan assets (2024 EOY)
123
covered participants
83rd
percentile by assets (of 123,622 plans)
$369,487
avg assets per participant

Where Fund Evaluation Group Employee Stock Ownership Plan sits by total assets

Fund Evaluation Group Employee Stock Ownership Plan vs every filed plan by assets

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

$45,446,896 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fund Evaluation Group Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Fund Evaluation Group Employee Stock Ownership Plan end-of-year assets rose from $40M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Fund Evaluation Group Employee Stock Ownership Plan reported participants rose from 116 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Ohio
Industry
Finance & Insurance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Fund Evaluation Group Employee Stock Ownership Plan reports 123 participants - about 16% of that state average ($45M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$18M
Net Income$6M
Employer EIN822116824
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fund Evaluation Group 2017, Inc.)

$35M$40M$45M$50M 202220232024 $36.2M $45.5M ▲ +25.6%
Total plan assets by year, all Fund Evaluation Group 2017, Inc. plans on file
Year Plans Participants Total Assets
2022 1 118 $36M
2023 1 116 $40M
2024 1 123 $45M

Nearby ESOP Plans in Ohio

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

Fund Evaluation Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Fund Evaluation Grou…, Total assets ($B): 0.045446896 · Participants: 123Fund Evaluation Grou…Procter & Gamble Pro…, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Cont…
Fund Evaluation Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Fund Evaluation Group Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Fund Evaluation Group Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Fund Evaluation Group Employee Stock Ownership Plan assets move in 2024? ▼
Fund Evaluation Group Employee Stock Ownership Plan grew at a solid clip - up 14.0% during 2024, from $40M to $45M. Reported net income was $6M.
How have Fund Evaluation Group 2017, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fund Evaluation Group 2017, Inc.'s sponsor-wide assets grew 25.6%, from $36M to $45M.
Where does Fund Evaluation Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fund Evaluation Group Employee Stock Ownership Plan ranks in the 83rd 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 Fund Evaluation Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sechan Electronics, Inc. Employee Stock Ownership Plan in PA ($45M, 256 participants).

Next read for Fund Evaluation Group Employee Stock Own…

Filing takeaways

Ways to act on Fund Evaluation Group Employee Stock Ownership Plan's numbers.

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 822116824.

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.