Other
2022 plan-year Other DOL Form 5500

Empowered Ventures, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Empowered Ventures, Inc. · Indiana · Management of Enterprises

What the 2023 filing shows

Empowered Ventures, Inc. Employee Stock Ownership Plan holds $83M for 132 participants — about $625,187 per participant, up 32.7% over the 2022 plan year.

$83M
total plan assets (2022 EOY)
132
covered participants
$625,187
avg assets per participant
+32.7%
assets growth YoY
Total Assets (2023)
$83M
Participants
132
State
Industry
Management of Enterprises

What the Filing Says About Empowered Ventures, Inc. Employee Stock Ownership Plan

Empowered Ventures, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Empowered Ventures, Inc., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $83M in total end-of-year assets and covers 132 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 851267873, and the plan has been effective since 2010-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $62M at the beginning of 2022 to $83M at year-end — a gain of 32.7%. Net assets (after liabilities) closed the year at $76M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$62M
Total Assets (End of Year)$83M
Net Assets (End of Year)$76M
Net Income$18M
Plan TypeOther
Employer EIN851267873
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empowered Ventures, Inc.)

Year Plans Participants Total Assets
2022 2 249 $90M
2023 2 282 $105M
2024 2 435 $107M

Nearby Other Plans in Indiana

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

Frequently Asked Questions

How much money is in the Empowered Ventures, Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Empowered Ventures, Inc. Employee Stock Ownership Plan holds $83M in total assets with 132 participants. It is sponsored by Empowered Ventures, Inc..
What type of plan is Empowered Ventures, Inc. Employee Stock Ownership Plan?
Empowered Ventures, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2010-04-01. The plan is filed with the U.S. Department of Labor under EIN 851267873.
Who sponsors the Empowered Ventures, Inc. Employee Stock Ownership Plan?
Empowered Ventures, Inc. Employee Stock Ownership Plan is sponsored by Empowered Ventures, Inc., located in Indiana. The sponsor's EIN is 851267873 and the plan operates in the Management of Enterprises industry.
How did Empowered Ventures, Inc. Employee Stock Ownership Plan perform in 2022?
Empowered Ventures, Inc. Employee Stock Ownership Plan grew by 32.7% during 2022, moving from $62M to $83M in total assets. Net income was $18M.
Where can I find official filings for Empowered Ventures, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Empowered Ventures, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 851267873 or plan name at efast.dol.gov.
How does Empowered Ventures, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Empowered Ventures, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.