ESOP · DOL Form 5500 · 2024

Nbg Holdings, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
198
Participants Below avg headcount
55th
Percentile by assets National rank
$47,626
Avg per participant Low balance/head
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Official DOL plan name: Natural Beauty Growers Employee Stock Ownership Plan · Sponsored by Nbg Holdings, Inc. · Wisconsin · Agriculture, Forestry & Fishing

$9M in assets, 198 participants

Nbg Holdings, Inc.'s Natural Beauty Growers Employee Stock Ownership Plan reported $9M in total assets and 198 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #727 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Wisconsin

Natural Beauty Growers Employee Stock Ownership Plan covers 198 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#727
in Agriculture, Forestry & Fishing (1,217 peers)
+210.1%
assets growth YoY

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Natural Beauty Growers Employee Stock Ownership Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Natural Beauty Growers Employee Stock Ownership Plan vs every filed plan by assets

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

$9,430,000 Top 45% higher than 55% 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

Natural Beauty Growers 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. Natural Beauty Growers Employee Stock Ownership Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Natural Beauty Growers Employee Stock Ownership Plan reported net income fell from $964K in the plan year 2023 filing to -$22M in the plan year 2024 filing.
  • Natural Beauty Growers Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Natural Beauty Growers Employee Stock Ownership Plan reported participants rose from 156 in the plan year 2023 filing to 198 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471586021 · Nbg Holdings, Inc. PY 2024 · ESOP

Natural Beauty Growers Employee Stock Ownership Plan · $9M · 198 · 55th

  • TYPE $9M
  • NET 198
  • BOOK 55th
  • VS-ST ESOP
  • BOY near Fiore & Sons, Inc. Employee Stock Ownership Plan
  • SCH ind #727

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 Wisconsin →

Natural Beauty Growers Employee Stock Ownership Plan in the asset neighbourhood

Genetics & Ivf Institute Employee Stock Ownership PlanGenetics & Ivf Institute Emp…$9MNatural Beauty Growers Employee Stock Ownership PlanNatural Beauty Growers Emplo…$9MFiore & Sons, Inc. Employee Stock Ownership PlanFiore & Sons, Inc. Employee …$9MInnotion Enterprises, Inc. Employee Stock Ownership PlanInnotion Enterprises, Inc. E…$9MWestern Potatoes, Inc. Employee Stock Ownership PlanWestern Potatoes, Inc. Emplo…$9M
End-of-year total assets ($M) among Natural Beauty Growers Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$19M
Net Income-$22M
Employer EIN471586021
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nbg Holdings, Inc.)

Sponsor-wide plan assets over time

All Nbg Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 210.05723071217153% vs 2023
2024 filing year
$2M$4M$6M$8M$10M$12M 20232024 $3.04M $9.43M ▲ +210.2%
Year Plans Participants Total Assets
2023 1 156 $3M
2024 1 198 $9M

Nearby ESOP Plans in Wisconsin

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

Natural Beauty Growers Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Natural Beauty Growers Employee Stock Ownership Plan, Total assets ($B): 0.00943 · Participants: 198Natural Beauty Growers Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Natural Beauty Growers Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Natural Beauty Growers Employee Stock Ownership Plan side-by-side with 3 peers →

Natural Beauty Growers Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Fiore & Sons, Inc. Employee Stock Ownership Plan in CO ($9M); by covered participants it is National Bankshares, Inc. Employee Stock Ownership Plan in VA (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Natural Beauty Growers Employee Stock Ownership Plan assets move in 2024? ▼
Natural Beauty Growers Employee Stock Ownership Plan surged - up 210.1% during 2024, from $3M to $9M. Reported net income was -$22M.
How have Nbg Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Nbg Holdings, Inc.'s sponsor-wide assets grew 210.1%, from $3M to $9M.
Which ESOP plans are similar in size to Natural Beauty Growers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Fiore & Sons, Inc. Employee Stock Ownership Plan in CO ($9M, 374 participants).
Which ESOP plans cover a similar participant headcount to Natural Beauty Growers Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is National Bankshares, Inc. Employee Stock Ownership Plan in VA (198 participants, $6M 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 471586021.

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.