ESOP · DOL Form 5500 · 2022

Empowered Ventures, Inc. ESOP

Data updated 2026-08-25

$83M
Total assets Below avg plan size
132
Participants Small participant base
92nd
Percentile by assets National rank
$625,187
Avg per participant High balance/head
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Official DOL plan name: Empowered Ventures, Inc. Employee Stock Ownership Plan · Sponsored by Empowered Ventures, Inc. · Indiana · Management of Enterprises

$83M in assets, 132 participants

Empowered Ventures, Inc.'s Empowered Ventures, Inc. Employee Stock Ownership Plan reported $83M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #916 in Management of Enterprises (1,193 peers)

Coverage in Indiana

Empowered Ventures, Inc. Employee Stock Ownership Plan covers 132 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $83M.

#916
in Management of Enterprises (1,193 peers)
+32.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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

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

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

$82,524,693 Top 8% higher than 92% 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

Empowered Ventures, 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. Empowered Ventures, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (132 participants).

EBSA filing schedule strip

Filing strip 851267873 · Empowered Ventures, Inc. PY 2022 · ESOP

Empowered Ventures, Inc. Employee Stock Ownership Plan · $83M · 132 · 92nd

  • EBSA $83M
  • PART 132
  • TYPE 92nd
  • NET ESOP
  • BOOK near H & R Agri-Power Employee Stock Ownership Plan
  • VS-ST ind #916

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 Indiana →

Empowered Ventures, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Empowered Ventures, Inc. Employee Stock Ownership PlanEmpowered Ventures, Inc. Emp…$83MH & R Agri-Power Employee Stock Ownership PlanH & R Agri-Power Employee St…$82MCommunications International, Inc. Employee Stock Ownership Plan and TrustCommunications International…$82MState Utility Contractors, Inc. Employee Stock Ownership PlanState Utility Contractors, I…$82MStepan Company Employee Stock Ownership Plan IIStepan Company Employee Stoc…$82M
End-of-year total assets ($M) among Empowered Ventures, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$76M
Net Income$18M
Employer EIN851267873
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empowered Ventures, Inc.)

Sponsor-wide plan assets over time

All Empowered Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 19.66051784173097% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $89.6M $107M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 249 $90M
2023 2 282 $105M
2024 2 435 $107M

Nearby ESOP Plans in Indiana

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

Empowered Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 00.511.52 Total assets ($B) Participants Empowered Ventures, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082524693 · Participants: 132Empowered Ventures, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Empowered Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Empowered Ventures, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is H & R Agri-Power Employee Stock Ownership Plan in KY ($82M); by covered participants it is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Empowered Ventures, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Empowered Ventures, Inc. Employee Stock Ownership Plan surged - up 32.7% during 2022, from $62M to $83M. Reported net income was $18M.
How have Empowered Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Empowered Ventures, Inc.'s sponsor-wide assets grew 19.7%, from $90M to $107M.
Where does Empowered Ventures, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Empowered Ventures, Inc. Employee Stock Ownership Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Empowered Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is H & R Agri-Power Employee Stock Ownership Plan in KY ($82M, 444 participants).
Which ESOP plans cover a similar participant headcount to Empowered Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kappler, Inc. Employee Stock Ownership Plan in AL (132 participants, $684K 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 851267873.

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.