ESOP · DOL Form 5500 · 2024
V3 Companies, Ltd. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $93,818
- Avg per participant Below avg balance/head
Official DOL plan name: V3 Companies, Ltd. Employee Stock Ownership Plan · Sponsored by V3 Companies, Ltd. · Illinois · Professional & Technical Services
$6M in assets, 63 participants
V3 Companies, Ltd.'s V3 Companies, Ltd. Employee Stock Ownership Plan reported $6M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,641 in Professional & Technical Services (20,173 peers)
V3 Companies, Ltd. multi-year trail
V3 Companies, Ltd.'s plans moved +45.8% in assets from 2022 to 2024; this filing shows V3 Companies, Ltd. Employee Stock Ownership Plan at $6M / 63 participants.
- #8,641
- in Professional & Technical Services (20,173 peers)
- +17.9%
- assets growth YoY
V3 Companies, Ltd. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
V3 Companies, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,910,507 45th percentile higher than 45% 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
V3 Companies, Ltd. 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. V3 Companies, Ltd. Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- V3 Companies, Ltd. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- V3 Companies, Ltd. Employee Stock Ownership Plan reported participants fell from 66 in the plan year 2023 filing to 63 in the plan year 2024 filing.
DOL schedule card
Filing strip 363252440 · V3 Companies, Ltd. PY 2024 · ESOP
V3 Companies, Ltd. Employee Stock Ownership Plan · $6M · 63 · 45th
- 5500 $6M
- 5500 63
- 5500 45th
- 5500 ESOP
- 5500 near Eci Employee Stock Ownership Plan
- 5500 ind #8641
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 Illinois →
V3 Companies, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
V3 Companies, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All V3 Companies, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 45.78647080148211% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $56M |
| 2023 | 2 | 381 | $70M |
| 2024 | 2 | 420 | $82M |
V3 Companies, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $899K |
| Employer EIN | 363252440 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
V3 Companies, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Eci Employee Stock Ownership Plan in VT ($6M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (63 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.