ESOP · DOL Form 5500 · 2024

The Model Group, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
138
Participants Small participant base
65th
Percentile by assets National rank
$110,954
Avg per participant Below avg balance/head
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Official DOL plan name: The Model Group Employee Stock Ownership Plan · Sponsored by The Model Group, Inc. · Ohio · Real Estate

$15M in assets, 138 participants

The Model Group, Inc.'s The Model Group Employee Stock Ownership Plan reported $15M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,704 in Real Estate (4,605 peers)

Coverage in Ohio

The Model Group Employee Stock Ownership Plan covers 138 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#3,704
in Real Estate (4,605 peers)
+49.1%
assets growth YoY

The Model Group Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

The Model Group Employee Stock Ownership Plan vs every filed plan by assets

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

$15,311,600 Top 35% higher than 65% 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 Model Group 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 Model Group Employee Stock Ownership Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Model Group Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • The Model Group Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Model Group Employee Stock Ownership Plan reported participants rose from 114 in the plan year 2023 filing to 138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 310931780 · The Model Group, Inc. PY 2024 · ESOP

The Model Group Employee Stock Ownership Plan · $15M · 138 · 65th

  • VS-ST $15M
  • BOY 138
  • SCH 65th
  • EBSA ESOP
  • PART near Pacific Industrial Electric, Inc. Employee Stock Ownership Plan
  • TYPE ind #3704

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 Ohio →

The Model Group Employee Stock Ownership Plan in the asset neighbourhood

Gold Mechanical, Inc. Employee Stock Ownership PlanGold Mechanical, Inc. Employ…$15MThe Niven Marketing Group Employee Stock Ownership PlanThe Niven Marketing Group Em…$15MPacific Industrial Electric, Inc. Employee Stock Ownership PlanPacific Industrial Electric,…$15MThe Model Group Employee Stock Ownership PlanThe Model Group Employee Sto…$15MGifford Bancorp, Inc. Employee Stock Ownership PlanGifford Bancorp, Inc. Employ…$15M
End-of-year total assets ($M) among The Model Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$4M
Net Income$6M
Employer EIN310931780
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Model Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$15M 96.1717829139548% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.81M $15.3M ▲ +96.0%
Year Plans Participants Total Assets
2022 1 98 $8M
2023 1 114 $10M
2024 1 138 $15M

Nearby ESOP Plans in Ohio

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

The Model Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants The Model Group Employee Stock Ownership Plan, Total assets ($B): 0.0153116 · Participants: 138The Model Group Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Model Group Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Model Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Model Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Pacific Industrial Electric, Inc. Employee Stock Ownership Plan in CA ($15M); by covered participants it is Total Water Treatment Systems, Inc. Employee Stock Ownership Plan in WI (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Model Group Employee Stock Ownership Plan assets move in 2024? ▼
The Model Group Employee Stock Ownership Plan surged - up 49.1% during 2024, from $10M to $15M. Reported net income was $6M.
How have The Model Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Model Group, Inc.'s sponsor-wide assets grew 96.2%, from $8M to $15M.
Which ESOP plans are similar in size to The Model Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pacific Industrial Electric, Inc. Employee Stock Ownership Plan in CA ($15M, 21 participants).
Which ESOP plans cover a similar participant headcount to The Model Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Total Water Treatment Systems, Inc. Employee Stock Ownership Plan in WI (138 participants, $17M 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 310931780.

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.