ESOP · DOL Form 5500 · 2024

Genetics & Ivf Institute, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
136
Participants Small participant base
55th
Percentile by assets National rank
$69,400
Avg per participant Below avg balance/head
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Official DOL plan name: Genetics & Ivf Institute Employee Stock Ownership Plan · Sponsored by Genetics & Ivf Institute, Inc. · Virginia · Healthcare & Social Assistance

$9M in assets, 136 participants

Genetics & Ivf Institute, Inc.'s Genetics & Ivf Institute Employee Stock Ownership Plan reported $9M in total assets and 136 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.

  • #10,132 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Genetics & Ivf Institute Employee Stock Ownership Plan covers 136 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $9M.

#10,132
in Healthcare & Social Assistance (16,916 peers)
-77.7%
assets change YoY

The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Genetics & Ivf Institute Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Genetics & Ivf Institute Employee Stock Ownership Plan vs every filed plan by assets

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

$9,438,454 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

Genetics & Ivf Institute 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. Genetics & Ivf Institute Employee Stock Ownership Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Genetics & Ivf Institute Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2023 filing to -$33M in the plan year 2024 filing.
  • Genetics & Ivf Institute Employee Stock Ownership Plan end-of-year assets fell from $42M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Genetics & Ivf Institute Employee Stock Ownership Plan reported participants rose from 118 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 541296887 · Genetics & Ivf Institute, Inc. PY 2024 · ESOP

Genetics & Ivf Institute Employee Stock Ownership Plan · $9M · 136 · 55th

  • TYPE $9M
  • TYPE 136
  • TYPE 55th
  • TYPE ESOP
  • TYPE near Fiore & Sons, Inc. Employee Stock Ownership Plan
  • TYPE ind #10132

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 Virginia →

Genetics & Ivf Institute Employee Stock Ownership Plan in the asset neighbourhood

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

Virginia filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$9M
Net Income-$33M
Employer EIN541296887
Plan Effective Date1994-11-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Genetics & Ivf Institute, Inc.)

Sponsor-wide plan assets over time

All Genetics & Ivf Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 26.104344677283137% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $47.3M $35M ▼ -26.1%
Year Plans Participants Total Assets
2022 2 252 $47M
2023 2 255 $62M
2024 2 283 $35M

Nearby ESOP Plans in Virginia

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

Genetics & Ivf Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Genetics & Ivf Institute Employee Stock Ownership Plan, Total assets ($B): 0.009438454 · Participants: 136Genetics & Ivf Institute Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Genetics & Ivf Institute Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Genetics & Ivf Institute Employee Stock Ownership Plan side-by-side with 3 peers →

Genetics & Ivf Institute Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Fiore & Sons, Inc. Employee Stock Ownership Plan in CO ($9M); by covered participants it is Balke Brown Transwestern, Inc. Employee Stock Ownership Plan in MO (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Genetics & Ivf Institute Employee Stock Ownership Plan assets move in 2024? ▼
Genetics & Ivf Institute Employee Stock Ownership Plan contracted severely - down 77.7% during 2024, from $42M to $9M. Reported net income was -$33M.
How have Genetics & Ivf Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Genetics & Ivf Institute, Inc.'s sponsor-wide assets declined 26.1%, from $47M to $35M.
Which ESOP plans are similar in size to Genetics & Ivf Institute 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 Genetics & Ivf Institute Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Balke Brown Transwestern, Inc. Employee Stock Ownership Plan in MO (136 participants, $8M 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 541296887.

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.