ESOP · DOL Form 5500 · 2022

Infoworks, Inc. ESOP

Data updated 2026-08-25

$32M
Total assets Below avg plan size
95
Participants Small participant base
84th
Percentile by assets National rank
$341,030
Avg per participant High balance/head
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Official DOL plan name: Infoworks Employee Stock Ownership Plan and Trust · Sponsored by Infoworks, Inc. · Tennessee · Professional & Technical Services

$32M in assets, 95 participants

Infoworks, Inc.'s Infoworks Employee Stock Ownership Plan and Trust reported $32M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,203 in Professional & Technical Services (21,562 peers)

Where Infoworks Employee Stock Ownership Plan and Trust sits by assets

Infoworks Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $32M for 95 participants (~$341,030/participant), up 4.2% in 2022.

#18,203
in Professional & Technical Services (21,562 peers)
+4.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Infoworks Employee Stock Ownership Plan and Trust's outsized position by total assets

Infoworks Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$32,397,835 Top 16% higher than 84% 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

Infoworks Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Infoworks Employee Stock Ownership Plan and Trust is a small filing (95 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 621669899 · Infoworks, Inc. PY 2022 · ESOP

Infoworks Employee Stock Ownership Plan and Trust · $32M · 95 · 84th

  • PHOTO $32M
  • IND 95
  • EOY 84th
  • 5500 ESOP
  • ASSETS near Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #18203

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 Tennessee →

Infoworks Employee Stock Ownership Plan and Trust in the asset neighbourhood

Cornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustCornerstone Holdings, Inc. E…$32MInfoworks Employee Stock Ownership Plan and TrustInfoworks Employee Stock Own…$32MStructural Component Systems, Inc. Employee Stock Ownership Plan and TrustStructural Component Systems…$32MThe Bruckner Truck Sales, Inc. Employee Stock Ownership PlanThe Bruckner Truck Sales, In…$32MCentral Milling Employee Stock Ownership Plan and TrustCentral Milling Employee Sto…$32M
End-of-year total assets ($M) among Infoworks Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$31M
Net Income$1M
Employer EIN621669899
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infoworks, Inc.)

Sponsor-wide plan assets over time

All Infoworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 6.937433423384574% vs 2022
2024 filing year
$41M$42M$43M$44M$45M 202220232024 $41.6M $44.5M ▲ +6.9%
Year Plans Participants Total Assets
2022 2 193 $42M
2023 2 214 $42M
2024 2 214 $45M

Nearby ESOP Plans in Tennessee

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

Infoworks Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 0100200300400500 Total assets ($M) Participants Infoworks Employee Stock Ownership Plan and Trust, Total assets ($M): 32.397835 · Participants: 95Infoworks Employee Stock Ownership Plan and TrustBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
Infoworks Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Infoworks Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust in NE ($32M); by covered participants it is Pfs Corporation Employee Stock Ownership Plan in WI (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Infoworks Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Infoworks Employee Stock Ownership Plan and Trust edged up modestly - up 4.2% during 2022, from $31M to $32M. Reported net income was $1M.
How have Infoworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infoworks, Inc.'s sponsor-wide assets grew 6.9%, from $42M to $45M.
Where does Infoworks Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Infoworks Employee Stock Ownership Plan and Trust ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Infoworks Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust in NE ($32M, 335 participants).
Which ESOP plans cover a similar participant headcount to Infoworks Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Pfs Corporation Employee Stock Ownership Plan in WI (95 participants, $10M 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 621669899.

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.