ESOP · DOL Form 5500 · 2022

Venturity Financial Partners, Inc. ESOP

Data updated 2026-08-25

$511K
Total assets Small plan by assets
35
Participants Small participant base
18th
Percentile by assets National rank
$14,597
Avg per participant Low balance/head
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Official DOL plan name: Venturity Employee Stock Ownership Plan · Sponsored by Venturity Financial Partners, Inc. · Texas · Professional & Technical Services

$511K in assets, 35 participants

Venturity Financial Partners, Inc.'s Venturity Employee Stock Ownership Plan reported $511K in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,199 in Professional & Technical Services (21,562 peers)

Venturity Financial Partners, Inc. multi-year trail

Venturity Financial Partners, Inc.'s plans moved +241.3% in assets from 2022 to 2024; this filing shows Venturity Employee Stock Ownership Plan at $511K / 35 participants.

#3,199
in Professional & Technical Services (21,562 peers)
-0.9%
assets change YoY

Venturity Employee Stock Ownership Plan among the smaller filed plans by assets

Venturity Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$510,900 18th percentile higher than 18% of 139,123 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 2022

Venturity Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Venturity Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 752927396 · Venturity Financial Partners, Inc. PY 2022 · ESOP

Venturity Employee Stock Ownership Plan · $511K · 35 · 18th

  • ASSETS $511K
  • ASSETS 35
  • ASSETS 18th
  • ASSETS ESOP
  • ASSETS near Koski Professional Group, P. C. Employee Stock Ownership Plan
  • ASSETS ind #3199

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 Texas →

Venturity Employee Stock Ownership Plan in the asset neighbourhood

Venturity Employee Stock Ownership PlanVenturity Employee Stock Own…$511KKoski Professional Group, P. C. Employee Stock Ownership PlanKoski Professional Group, P.…$511KHanley Industries, Inc. Employee Stock Ownership PlanHanley Industries, Inc. Empl…$512KMartenson & Eisele, Inc. Employee Stock Ownership PlanMartenson & Eisele, Inc. Emp…$513KDucheck & Associates, Inc. Employee Stock Ownership Plan and TrustDucheck & Associates, Inc. E…$507K
End-of-year total assets ($M) among Venturity Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Venturity Financial Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Venturity Financial Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 241.27226463104327% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.51M $1.74M ▲ +241.2%
Year Plans Participants Total Assets
2022 1 35 $511K
2023 1 45 $1M
2024 1 48 $2M

Venturity Financial Partners, Inc. filing trail (2022)

Total Assets (Beginning of Year)$516K
Net Assets (End of Year)$9K
Net Income$110K
Employer EIN752927396
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Venturity Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Venturity Employee Stock Ownership Plan, Total assets ($B): 0.0005109 · Participants: 35Venturity Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Venturity Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Venturity Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Koski Professional Group, P. C. Employee Stock Ownership Plan in NE ($511K); by covered participants it is Valley City Sign Company Employee Stock Ownership Plan in MI (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Venturity Employee Stock Ownership Plan assets move in 2022? ▼
Venturity Employee Stock Ownership Plan held essentially flat - down 0.9% during 2022, from $516K to $511K. Reported net income was $110K.
How have Venturity Financial Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venturity Financial Partners, Inc.'s sponsor-wide assets grew 241.3%, from $511K to $2M.
Where does Venturity Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Venturity Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Venturity Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Koski Professional Group, P. C. Employee Stock Ownership Plan in NE ($511K, 6 participants).
Which ESOP plans cover a similar participant headcount to Venturity Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley City Sign Company Employee Stock Ownership Plan in MI (35 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752927396.

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.