ESOP · DOL Form 5500 · 2024

Ivs Group, Inc. & Affiliates ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
95
Participants Small participant base
63rd
Percentile by assets National rank
$146,503
Avg per participant Above avg balance/head
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Official DOL plan name: Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan · Sponsored by Ivs Group, Inc. & Affiliates · West Virginia · Construction

$14M in assets, 95 participants

Ivs Group, Inc. & Affiliates's Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan reported $14M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,532 in Construction (9,039 peers)

Ivs Group, Inc. & Affiliates multi-year trail

Ivs Group, Inc. & Affiliates's plans moved +51.4% in assets from 2022 to 2024; this filing shows Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan at $14M / 95 participants.

#5,532
in Construction (9,039 peers)
+23.7%
assets growth YoY

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan vs every filed plan by assets

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

$13,917,819 Top 37% higher than 63% 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

Ivs Group, Inc. & Affiliates 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. Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan reported participants rose from 90 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 550614475 · Ivs Group, Inc. & Affiliates PY 2024 · ESOP

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan · $14M · 95 · 63rd

  • 5500 $14M
  • 5500 95
  • 5500 63rd
  • 5500 ESOP
  • 5500 near Nusource Holdings, Inc Employee Stock Ownership Plan
  • 5500 ind #5532

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 West Virginia →

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan in the asset neighbourhood

Albion General Contractors, Inc. Employee Stock OwnershipAlbion General Contractors, …$14MUbt Bancshares, Inc. Employee Stock Ownership PlanUbt Bancshares, Inc. Employe…$14MNusource Holdings, Inc Employee Stock Ownership PlanNusource Holdings, Inc Emplo…$14MIvs Group, Inc. & Affiliates Employee Stock Ownership PlanIvs Group, Inc. & Affiliates…$14MKoberstein Holdings, Inc. Employee Stock Ownership Plan & TrustKoberstein Holdings, Inc. Em…$14M
End-of-year total assets ($M) among Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ivs Group, Inc. & Affiliates multi-year asset trail

Sponsor-wide plan assets over time

All Ivs Group, Inc. & Affiliates plans reported in each filing year

Latest sponsor-wide plan assets
$14M 51.35159559041102% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.2M $13.9M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 7 $9M
2023 1 90 $11M
2024 1 95 $14M

Ivs Group, Inc. & Affiliates filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$2M
Net Income$3M
Employer EIN550614475
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in West Virginia

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

Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($M): 13.917819 · Participants: 95Ivs Group, Inc. & Affiliates Employee Stock Ownership PlanTriton Employee Stock Ownership Plan, Total assets ($M): 93.389639 · Participants: 75Triton Employee Stock Ownership PlanMulberry's Independent Home Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 53.163418 · Participants: 1687Mulberry's Independent Home Services, Inc. Employee Stock Ownership PlanPort Amherst, Ltd. Employee Stock Ownership Plan, Total assets ($M): 53.022733 · Participants: 329Port Amherst, Ltd. Employee Stock Ownership PlanWeirton Geriatric Center, Inc. Employees' Stock Ownership Plan, Total assets ($M): 31.800877 · Participants: 157Weirton Geriatric Center, Inc. Employees' Stock Ownership PlanBrewer & Company of West Virginia, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.394793 · Participants: 55Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan
Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in West Virginia, assets vs. participants
Compare Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside West Virginia, the nearest ESOP by assets is Nusource Holdings, Inc Employee Stock Ownership Plan in MN ($14M); by covered participants it is F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan in ME (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan assets move in 2024? ▼
Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan grew sharply - up 23.7% during 2024, from $11M to $14M. Reported net income was $3M.
How have Ivs Group, Inc. & Affiliates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivs Group, Inc. & Affiliates's sponsor-wide assets grew 51.4%, from $9M to $14M.
Which ESOP plans are similar in size to Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nusource Holdings, Inc Employee Stock Ownership Plan in MN ($14M, 102 participants).
Which ESOP plans cover a similar participant headcount to Ivs Group, Inc. & Affiliates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan in ME (95 participants, N/A 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 550614475.

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.