ESOP · DOL Form 5500 · 2023
Evolve Technology Holdings, Inc. ESOP
Data updated 2026-08-11
- $6M
- Total assets
- N/A
- Participants
- 47th
- Percentile by assets
Official DOL plan name: Evolve Technology Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Evolve Technology Holdings, Inc. · Florida · Information & Media
$6M in assets, N/A participants
Evolve Technology Holdings, Inc.'s Evolve Technology Holdings, Inc. Employee Stock Ownership Plan reported $6M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- 47th percentile by assets (of 127,072 plans)
- #874 in Information & Media (2,818 peers)
What the 2023 filing shows
Evolve Technology Holdings, Inc. Employee Stock Ownership Plan holds $6M for N/A participants, in the lower half of filed plans by assets.
- $6M
- total plan assets (2023 EOY)
- N/A
- covered participants
- 47th
- percentile by assets (of 127,072 plans)
- -$6M
- reported net income
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Evolve Technology Holdings, Inc. Employee Stock Ownership Plan sits by total assets
Evolve Technology Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,685,264 47th percentile higher than 47% 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
ESOP filing for Evolve Technology Holdings, Inc. Employee Stock Ownership Plan
ESOP filing for plan year 2023: EIN 850630284 ; effective since 2023-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$6M |
| Net Income | -$6M |
| Employer EIN | 850630284 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Evolve Technology Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $6M |
| 2024 | 1 | 34 | $6M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Evolve Technology Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Evolve Technology Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Evolve Technology Holdings, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Evolve Technology Holdings, Inc.'s sponsor-wide assets have grown 2.4% since 2023 across 2 plan years on file. More Information & Media plans