ESOP · DOL Form 5500 · 2022

Venn Holdings, Inc. ESOP

Data updated 2026-08-25

$865K
Total assets Small plan by assets
42
Participants Small participant base
23rd
Percentile by assets National rank
$20,600
Avg per participant Low balance/head
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Official DOL plan name: Venn Strategies Employee Stock Ownership Plan · Sponsored by Venn Holdings, Inc. · District of Columbia · Other Services

$865K in assets, 42 participants

Venn Holdings, Inc.'s Venn Strategies Employee Stock Ownership Plan reported $865K in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,931 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Venn Strategies Employee Stock Ownership Plan ranks #3,931 of 8,398 2022 filers by assets (2320% of the sector average)-$865K for 42 participants.

#3,931
in Other Services (8,398 peers)
+63.7%
assets growth YoY

Venn Strategies Employee Stock Ownership Plan among the smaller filed plans by assets

Venn Strategies Employee Stock Ownership Plan vs every filed plan by assets

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

$865,215 23rd percentile higher than 23% 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

Venn Strategies 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. Venn Strategies Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 522318387 · Venn Holdings, Inc. PY 2022 · ESOP

Venn Strategies Employee Stock Ownership Plan · $865K · 42 · 23rd

  • BOOK $865K
  • VS-ST 42
  • BOY 23rd
  • SCH ESOP
  • EBSA near Strassell's Machine, Inc. Employee Stock Ownership Plan
  • PART ind #3931

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 District of Columbia →

Venn Strategies Employee Stock Ownership Plan in the asset neighbourhood

Venn Strategies Employee Stock Ownership PlanVenn Strategies Employee Sto…$865KVexillum Inc. Dba Ez Electric$868KHosss Steak and Sea House, Inc. Employee Stock Ownership PlanHosss Steak and Sea House, I…$871KStrassell's Machine, Inc. Employee Stock Ownership PlanStrassell's Machine, Inc. Em…$864KIsland City Dray Profit Sharing PlanIsland City Dray Profit Shar…$863K
End-of-year total assets ($M) among Venn Strategies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$529K
Net Assets (End of Year)$865K
Net Income$337K
Employer EIN522318387
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Venn Holdings, Inc.)

Sponsor-wide plan assets over time

All Venn Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 113.65024878209462% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.87M $1.85M ▲ +112.6%
Year Plans Participants Total Assets
2022 1 42 $865K
2023 1 39 $1M
2024 1 42 $2M

Nearby ESOP Plans in District of Columbia

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

Venn Strategies Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Venn Strategies Employee Stock Ownership Plan, Total assets ($M): 0.865215 · Participants: 42Venn Strategies Employee Stock Ownership PlanChemonics International, Inc. Employee Stock Ownership Plan, Total assets ($M): 376.411666 · Participants: 2029Chemonics International, Inc. Employee Stock Ownership PlanCornerstone Government Affairs, Inc. Employee Stock Ownership Plan, Total assets ($M): 65.838328 · Participants: 84Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.058275 · Participants: 53Hager Sharp, Inc. Employee Stock Ownership PlanTech-Marine Business, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.362578 · Participants: 161Tech-Marine Business, Inc. Employee Stock Ownership PlanCallahan & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.043175 · Participants: 56Callahan & Associates, Inc. Employee Stock Ownership Plan
Venn Strategies Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants
Compare Venn Strategies Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest ESOP by assets is Strassell's Machine, Inc. Employee Stock Ownership Plan in OH ($864K); by covered participants it is Pappageorge Haymes Ltd. ESOP in IL (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Venn Strategies Employee Stock Ownership Plan assets move in 2022? ▼
Venn Strategies Employee Stock Ownership Plan surged - up 63.7% during 2022, from $529K to $865K. Reported net income was $337K.
How have Venn Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venn Holdings, Inc.'s sponsor-wide assets grew 113.7%, from $865K to $2M.
Where does Venn Strategies Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Venn Strategies Employee Stock Ownership Plan ranks in the 23rd 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 Venn Strategies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Strassell's Machine, Inc. Employee Stock Ownership Plan in OH ($864K, N/A participants).
Which ESOP plans cover a similar participant headcount to Venn Strategies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pappageorge Haymes Ltd. ESOP in IL (42 participants, $3M 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 522318387.

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.