ESOP · DOL Form 5500 · 2023
E.V.S. Ltd. ESOP
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $521,441
- Avg per participant High balance/head
Official DOL plan name: E.V.S. Ltd. Employee Stock Ownership Plan · Sponsored by E.V.S. Ltd. · Indiana · Manufacturing
$22M in assets, 42 participants
E.V.S. Ltd.'s E.V.S. Ltd. Employee Stock Ownership Plan reported $22M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #12,093 in Manufacturing (18,722 peers)
E.V.S. Ltd. multi-year trail
E.V.S. Ltd.'s plans moved +42.1% in assets from 2022 to 2024; this filing shows E.V.S. Ltd. Employee Stock Ownership Plan at $22M / 42 participants.
- #12,093
- in Manufacturing (18,722 peers)
- +15.0%
- assets growth YoY
E.V.S. Ltd. Employee Stock Ownership Plan's outsized position by total assets
E.V.S. Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,900,537 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
E.V.S. Ltd. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E.V.S. Ltd. Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- E.V.S. Ltd. Employee Stock Ownership Plan reported net income rose from $470K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- E.V.S. Ltd. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 351885348 · E.V.S. Ltd. PY 2023 · ESOP
E.V.S. Ltd. Employee Stock Ownership Plan · $22M · 42 · 74th
- NET $22M
- NET 42
- NET 74th
- NET ESOP
- NET near E&m Logistics Inc. Employee Stock Ownership Plan
- NET ind #12093
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 →
E.V.S. Ltd. Employee Stock Ownership Plan in the asset neighbourhood
E.V.S. Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All E.V.S. Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 42.10478401340102% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 84 | $21M |
| 2023 | 2 | 83 | $25M |
| 2024 | 2 | 86 | $30M |
E.V.S. Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 351885348 |
| Plan Effective Date | 2015-09-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
E.V.S. Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is E&m Logistics Inc. Employee Stock Ownership Plan in NY ($22M); by covered participants it is Ramler Holdings, Inc. Employee Stock Ownership Plan in MN (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.