ESOP · DOL Form 5500 · 2024

Ovare Group, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
86
Participants Small participant base
35th
Percentile by assets National rank
$36,487
Avg per participant Low balance/head
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Official DOL plan name: Ovare Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Ovare Group, Inc. · Kentucky · Professional & Technical Services

$3M in assets, 86 participants

Ovare Group, Inc.'s Ovare Group, Inc. Employee Stock Ownership Plan and Trust reported $3M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,297 in Professional & Technical Services (20,173 peers)

Ovare Group, Inc. multi-year trail

Ovare Group, Inc.'s plans moved -43.3% in assets from 2022 to 2024; this filing shows Ovare Group, Inc. Employee Stock Ownership Plan and Trust at $3M / 86 participants.

#6,297
in Professional & Technical Services (20,173 peers)
+28.9%
assets growth YoY

Ovare Group, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Ovare Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$3,137,881 35th percentile higher than 35% 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

Ovare Group, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ovare Group, Inc. Employee Stock Ownership Plan and Trust is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ovare Group, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$8M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ovare Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ovare Group, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 102 in the plan year 2023 filing to 86 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611121048 · Ovare Group, Inc. PY 2024 · ESOP

Ovare Group, Inc. Employee Stock Ownership Plan and Trust · $3M · 86 · 35th

  • PHOTO $3M
  • IND 86
  • EOY 35th
  • 5500 ESOP
  • ASSETS near Hub, Inc. Employee Stock Ownership Plan
  • PCT ind #6297

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 Kentucky →

Ovare Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Riverwood Bank Employee Stock Ownership PlanRiverwood Bank Employee Stoc…$3MAdminco, Inc. Employee Stock Ownership and Profit Sharing PlanAdminco, Inc. Employee Stock…$3MMarvin George Builders, Inc. Employee Stock Ownership PlanMarvin George Builders, Inc.…$3MOvare Group, Inc. Employee Stock Ownership Plan and TrustOvare Group, Inc. Employee S…$3MHub, Inc. Employee Stock Ownership PlanHub, Inc. Employee Stock Own…$3M
End-of-year total assets ($M) among Ovare Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ovare Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ovare Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 43.25738311440678% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $20M $11.4M ▼ -43.2%
Year Plans Participants Total Assets
2022 2 321 $20M
2023 2 279 $11M
2024 2 194 $11M

Ovare Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$688K
Net Income$1M
Employer EIN611121048
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Ovare Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Ovare Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.003137881 · Participants: 86Ovare Group, Inc. Employee Stock Ownership Plan and TrustHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Ovare Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Ovare Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Hub, Inc. Employee Stock Ownership Plan in KS ($3M); by covered participants it is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Ovare Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Ovare Group, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 28.9% during 2024, from $2M to $3M. Reported net income was $1M.
How have Ovare Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ovare Group, Inc.'s sponsor-wide assets declined 43.3%, from $20M to $11M.
Which ESOP plans are similar in size to Ovare Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Hub, Inc. Employee Stock Ownership Plan in KS ($3M, 75 participants).
Which ESOP plans cover a similar participant headcount to Ovare Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants, $11M 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 611121048.

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.