ESOP · DOL Form 5500 · 2022

Simventions, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
304
Participants Below avg headcount
66th
Percentile by assets National rank
$34,684
Avg per participant Low balance/head
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Official DOL plan name: Simventions, Inc. Employee Stock Ownership Plan · Sponsored by Simventions, Inc. · Virginia · Professional & Technical Services

$11M in assets, 304 participants

Simventions, Inc.'s Simventions, Inc. Employee Stock Ownership Plan reported $11M in total assets and 304 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,981 in Professional & Technical Services (21,562 peers)

Coverage in Virginia

Simventions, Inc. Employee Stock Ownership Plan covers 304 participants in Virginia, about 39% of the average Virginia filer (state average ~782 per filing). Assets: $11M.

#13,981
in Professional & Technical Services (21,562 peers)
+19.9%
assets growth YoY

Simventions, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$10,543,909 Top 34% higher than 66% 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

Simventions, 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. Simventions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (304 participants).

Form 5500 schedule snapshot

Filing strip 541992646 · Simventions, Inc. PY 2022 · ESOP

Simventions, Inc. Employee Stock Ownership Plan · $11M · 304 · 66th

  • ASSETS $11M
  • ASSETS 304
  • ASSETS 66th
  • ASSETS ESOP
  • ASSETS near Redpath and Company, Ltd Employee Stock Ownership Plan
  • ASSETS ind #13981

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 Virginia →

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

Wilson Senior Care, Inc. Employee Stock Ownership PlanWilson Senior Care, Inc. Emp…$11MSimventions, Inc. Employee Stock Ownership PlanSimventions, Inc. Employee S…$11MRedpath and Company, Ltd Employee Stock Ownership PlanRedpath and Company, Ltd Emp…$11MAll Weather Contractors, Inc. Employee Stock Ownership PlanAll Weather Contractors, Inc…$11MPridgeon & Clay, Inc Employee Stock Ownership PlanPridgeon & Clay, Inc Employe…$11M
End-of-year total assets ($M) among Simventions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$905K
Net Income$2M
Employer EIN541992646
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simventions, Inc.)

Sponsor-wide plan assets over time

All Simventions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 68.08056493867846% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $49.4M $83.1M ▲ +68.1%
Year Plans Participants Total Assets
2022 2 620 $49M
2023 2 663 $66M
2024 2 738 $83M

Nearby ESOP Plans in Virginia

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

Simventions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Simventions, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.543909 · Participants: 304Simventions, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
Simventions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Simventions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Redpath and Company, Ltd Employee Stock Ownership Plan in MN ($11M); by covered participants it is St. John Holdings Employee Stock Ownership Plan and Trust in PA (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Simventions, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Simventions, Inc. Employee Stock Ownership Plan grew sharply - up 19.9% during 2022, from $9M to $11M. Reported net income was $2M.
How have Simventions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simventions, Inc.'s sponsor-wide assets grew 68.1%, from $49M to $83M.
Which ESOP plans are similar in size to Simventions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Redpath and Company, Ltd Employee Stock Ownership Plan in MN ($11M, 117 participants).
Which ESOP plans cover a similar participant headcount to Simventions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is St. John Holdings Employee Stock Ownership Plan and Trust in PA (304 participants, $178M 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 541992646.

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.