ESOP · DOL Form 5500 · 2022

Valenti-Held Contractor/Developer, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
61
Participants Small participant base
68th
Percentile by assets National rank
$191,498
Avg per participant Above avg balance/head
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Official DOL plan name: Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan · Sponsored by Valenti-Held Contractor/Developer, Inc. · Indiana · Construction

$12M in assets, 61 participants

Valenti-Held Contractor/Developer, Inc.'s Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan reported $12M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,719 in Construction (9,927 peers)

Valenti-Held Contractor/Developer, Inc. multi-year trail

Valenti-Held Contractor/Developer, Inc.'s plans moved +77.0% in assets from 2022 to 2024; this filing shows Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan at $12M / 61 participants.

#6,719
in Construction (9,927 peers)
+30.1%
assets growth YoY

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan's outsized position by total assets

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,681,404 Top 32% higher than 68% 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

Valenti-Held Contractor/Developer, Inc. 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. Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 351457294 · Valenti-Held Contractor/Developer, Inc. PY 2022 · ESOP

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan · $12M · 61 · 68th

  • IND $12M
  • IND 61
  • IND 68th
  • IND ESOP
  • IND near Country Maid Employee Stock Ownership Plan
  • IND ind #6719

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 Indiana →

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Flinchbaugh Engineering, Inc. Employee Stock Ownership PlanFlinchbaugh Engineering, Inc…$12MValenti-Held Contractor/Developer, Inc. Employee Stock Ownership PlanValenti-Held Contractor/Deve…$12MCountry Maid Employee Stock Ownership PlanCountry Maid Employee Stock …$12MFleetwood Group, Inc. Employee Stock Ownership PlanFleetwood Group, Inc. Employ…$12MSpuncast, Inc. Employee Stock Ownership PlanSpuncast, Inc. Employee Stoc…$12M
End-of-year total assets ($M) among Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Valenti-Held Contractor/Developer, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Valenti-Held Contractor/Developer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 77.04714262086989% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.7M $20.7M ▲ +77.1%
Year Plans Participants Total Assets
2022 1 61 $12M
2023 1 56 $21M
2024 1 60 $21M

Valenti-Held Contractor/Developer, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$4M
Net Income$3M
Employer EIN351457294
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011681404 · Participants: 61Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Country Maid Employee Stock Ownership Plan in IA ($12M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan surged - up 30.1% during 2022, from $9M to $12M. Reported net income was $3M.
How have Valenti-Held Contractor/Developer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valenti-Held Contractor/Developer, Inc.'s sponsor-wide assets grew 77.0%, from $12M to $21M.
Which ESOP plans are similar in size to Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Country Maid Employee Stock Ownership Plan in IA ($12M, 53 participants).
Which ESOP plans cover a similar participant headcount to Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (61 participants, $21M 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 351457294.

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.