ESOP · DOL Form 5500 · 2022

Infoverity, Inc. ESOP

Data updated 2026-08-25

$45M
Total assets Below avg plan size
121
Participants Small participant base
87th
Percentile by assets National rank
$368,160
Avg per participant High balance/head
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Official DOL plan name: Infoverity, Inc. Employee Stock Ownership Plan · Sponsored by Infoverity, Inc. · Ohio · Professional & Technical Services

$45M in assets, 121 participants

Infoverity, Inc.'s Infoverity, Inc. Employee Stock Ownership Plan reported $45M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,957 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Infoverity, Inc. Employee Stock Ownership Plan covers 121 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $45M.

#18,957
in Professional & Technical Services (21,562 peers)
+78.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Infoverity, Inc. Employee Stock Ownership Plan's outsized position by total assets

Infoverity, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$44,547,331 Top 13% higher than 87% 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

Infoverity, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Infoverity, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (121 participants).

DOL schedule card

Filing strip 452428631 · Infoverity, Inc. PY 2022 · ESOP

Infoverity, Inc. Employee Stock Ownership Plan · $45M · 121 · 87th

  • BOY $45M
  • BOY 121
  • BOY 87th
  • BOY ESOP
  • BOY near Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan
  • BOY ind #18957

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 Ohio →

Infoverity, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Trinity Group Holdings, Inc. Employee Stock Ownership PlanTrinity Group Holdings, Inc.…$45MInfoverity, Inc. Employee Stock Ownership PlanInfoverity, Inc. Employee St…$45MSchaedler Yesco Distribution Inc. Employee Stock Ownership PlanSchaedler Yesco Distribution…$45MDarvin Holding Company Employee Stock Ownership PlanDarvin Holding Company Emplo…$45MBozzuto's Inc. Employees Profit Sharing and Stock Ownership PlanBozzuto's Inc. Employees Pro…$44M
End-of-year total assets ($M) among Infoverity, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$16M
Net Income$20M
Employer EIN452428631
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infoverity, Inc.)

Sponsor-wide plan assets over time

All Infoverity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 63.830080651590336% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $55.2M $20M ▼ -63.8%
Year Plans Participants Total Assets
2022 2 246 $55M
2023 1 156 $15M
2024 1 182 $20M

Nearby ESOP Plans in Ohio

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

Infoverity, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Infoverity, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.044547331 · Participants: 121Infoverity, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Infoverity, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Infoverity, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Infoverity, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan in PA ($45M); by covered participants it is Webb Landscape, Inc. Employee Stock Ownership Plan in ID (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Infoverity, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Infoverity, Inc. Employee Stock Ownership Plan surged - up 78.8% during 2022, from $25M to $45M. Reported net income was $20M.
How have Infoverity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infoverity, Inc.'s sponsor-wide assets declined 63.8%, from $55M to $20M.
Where does Infoverity, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Infoverity, Inc. Employee Stock Ownership Plan ranks in the 87th 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 Infoverity, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan in PA ($45M, 314 participants).
Which ESOP plans cover a similar participant headcount to Infoverity, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Webb Landscape, Inc. Employee Stock Ownership Plan in ID (121 participants, $13M 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 452428631.

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.