ESOP · DOL Form 5500 · 2022

Saw Ventures, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
36
Participants Small participant base
45th
Percentile by assets National rank
$108,056
Avg per participant Below avg balance/head
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Official DOL plan name: Saw Ventures, Inc. Employee Stock Ownership Plan · Sponsored by Saw Ventures, Inc. · Indiana · Finance & Insurance

$4M in assets, 36 participants

Saw Ventures, Inc.'s Saw Ventures, Inc. Employee Stock Ownership Plan reported $4M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,887 in Finance & Insurance (9,261 peers)

Saw Ventures, Inc. multi-year trail

Saw Ventures, Inc.'s plans moved +83.5% in assets from 2022 to 2024; this filing shows Saw Ventures, Inc. Employee Stock Ownership Plan at $4M / 36 participants.

#2,887
in Finance & Insurance (9,261 peers)
-$11M
reported net income

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saw Ventures, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$3,890,000 45th percentile higher than 45% 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

Saw Ventures, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saw Ventures, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

DOL schedule card

Filing strip 873024100 · Saw Ventures, Inc. PY 2022 · ESOP

Saw Ventures, Inc. Employee Stock Ownership Plan · $4M · 36 · 45th

  • BOY $4M
  • BOY 36
  • BOY 45th
  • BOY ESOP
  • BOY near Lester R. Summers, Inc. Employee Stock Ownership Plan
  • BOY ind #2887

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 →

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

Campbell Lumber & Supply Co., Inc. Employee Stock Ownership Plan & TrustCampbell Lumber & Supply Co.…$4MBroadhead Enterprises, Inc. Employee Stock Ownership PlanBroadhead Enterprises, Inc. …$4MChart Hawaii Employee Stock Ownership PlanChart Hawaii Employee Stock …$4MSaw Ventures, Inc. Employee Stock Ownership PlanSaw Ventures, Inc. Employee …$4MLester R. Summers, Inc. Employee Stock Ownership PlanLester R. Summers, Inc. Empl…$4M
End-of-year total assets ($M) among Saw Ventures, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Saw Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$7M 83.4818766066838% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.89M $7.14M ▲ +83.5%
Year Plans Participants Total Assets
2022 1 36 $4M
2023 1 37 $6M
2024 1 38 $7M

Saw Ventures, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$11M
Net Income-$11M
Employer EIN873024100
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Saw Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.52 Total assets ($B) Participants Saw Ventures, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00389 · Participants: 36Saw 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
Saw Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Saw Ventures, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Lester R. Summers, Inc. Employee Stock Ownership Plan in PA ($4M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 have Saw Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saw Ventures, Inc.'s sponsor-wide assets grew 83.5%, from $4M to $7M.
Which ESOP plans are similar in size to Saw Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lester R. Summers, Inc. Employee Stock Ownership Plan in PA ($4M, 72 participants).
Which ESOP plans cover a similar participant headcount to Saw Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (36 participants, $23M 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 873024100.

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.