ESOP · DOL Form 5500 · 2022
Performance Validation, Inc. ESOP
Data updated 2026-08-11
- $16M
- Total assets
- 78
- Participants
- 73rd
- Percentile by assets
- $200,864
- Avg per participant
Official DOL plan name: Performance Validation Employee Stock Ownership Plan · Sponsored by Performance Validation, Inc. · Indiana · Professional & Technical Services
$16M in assets, 78 participants
Performance Validation, Inc.'s Performance Validation Employee Stock Ownership Plan reported $16M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 139,126 plans)
- #15,728 in Professional & Technical Services (21,562 peers)
Performance Validation, Inc. multi-year trail
Performance Validation, Inc.'s plans moved +37.7% in assets from 2022 to 2024; this filing shows Performance Validation Employee Stock Ownership Plan at $16M / 78 participants.
- $16M
- total plan assets (2022 EOY)
- 78
- covered participants
- 73rd
- percentile by assets (of 139,126 plans)
- $200,864
- avg assets per participant
Performance Validation, Inc. across 3 plan years on file
Across the 3 plan years Performance Validation, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $23M to $32M, a gain of 37.7%, while reported participants moved from 197 to 229 (+16.2%). Peak year by sponsor assets: 2024 ($32M); trough: 2022 ($23M).
Performance Validation, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 197 | $23M |
| 2023 | 2 | 217 | $25M |
| 2024 | 2 | 229 | $32M |
Performance Validation, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $3M |
| Employer EIN | 352113599 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Performance Validation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Performance Validation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Performance Validation Employee Stock Ownership Plan's numbers.
- By total assets, Performance Validation Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Performance Validation, Inc.'s sponsor-wide assets have grown 37.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans