ESOP · DOL Form 5500 · 2023

Venturity Financial Partners, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
45
Participants Small participant base
25th
Percentile by assets National rank
$27,306
Avg per participant Low balance/head
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Official DOL plan name: Venturity Employee Stock Ownership Plan · Sponsored by Venturity Financial Partners, Inc. · Texas · Professional & Technical Services

$1M in assets, 45 participants

Venturity Financial Partners, Inc.'s Venturity Employee Stock Ownership Plan reported $1M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,239 in Professional & Technical Services (20,321 peers)

Venturity Financial Partners, Inc. multi-year trail

Venturity Financial Partners, Inc.'s plans moved +241.3% in assets from 2022 to 2024; this filing shows Venturity Employee Stock Ownership Plan at $1M / 45 participants.

#4,239
in Professional & Technical Services (20,321 peers)
+140.5%
assets growth YoY

Venturity Employee Stock Ownership Plan among the smaller filed plans by assets

Venturity Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,228,760 25th percentile higher than 25% of 127,068 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 2023

Venturity 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. Venturity Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Venturity Employee Stock Ownership Plan reported net income rose from $110K in the plan year 2022 filing to $781K in the plan year 2023 filing.
  • Venturity Employee Stock Ownership Plan end-of-year assets rose from $511K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Venturity Employee Stock Ownership Plan reported participants rose from 35 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752927396 · Venturity Financial Partners, Inc. PY 2023 · ESOP

Venturity Employee Stock Ownership Plan · $1M · 45 · 25th

  • PART $1M
  • TYPE 45
  • NET 25th
  • BOOK ESOP
  • VS-ST near Washburn-Garfield Corporation Employee Stock Ownership Plan
  • BOY ind #4239

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 Texas →

Venturity Employee Stock Ownership Plan in the asset neighbourhood

Venturity Employee Stock Ownership PlanVenturity Employee Stock Own…$1MWashburn-Garfield Corporation Employee Stock Ownership PlanWashburn-Garfield Corporatio…$1MVan Atta Holdings Inc. Employee Stock Ownership PlanVan Atta Holdings Inc. Emplo…$1MVenuworks, Inc. Employee Stock Ownership PlanVenuworks, Inc. Employee Sto…$1MKvk Precision Specialties, Inc. Employee Stock Ownership PlanKvk Precision Specialties, I…$1M
End-of-year total assets ($M) among Venturity Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Venturity Financial Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Venturity Financial Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 241.27226463104327% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.51M $1.74M ▲ +241.2%
Year Plans Participants Total Assets
2022 1 35 $511K
2023 1 45 $1M
2024 1 48 $2M

Venturity Financial Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$511K
Net Assets (End of Year)$790K
Net Income$781K
Employer EIN752927396
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Venturity Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Venturity Employee Stock Ownership Plan, Total assets ($B): 0.00122876 · Participants: 45Venturity Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Venturity Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Venturity Employee Stock Ownership Plan side-by-side with 3 peers →

Venturity Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Washburn-Garfield Corporation Employee Stock Ownership Plan in MA ($1M); by covered participants it is Adams Management Employee Stock Ownership Plan in GA (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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.

Frequently Asked Questions

How did Venturity Employee Stock Ownership Plan assets move in 2023? ▼
Venturity Employee Stock Ownership Plan surged - up 140.5% during 2023, from $511K to $1M. Reported net income was $781K.
How have Venturity Financial Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venturity Financial Partners, Inc.'s sponsor-wide assets grew 241.3%, from $511K to $2M.
Where does Venturity Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Venturity Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Venturity Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Washburn-Garfield Corporation Employee Stock Ownership Plan in MA ($1M, N/A participants).
Which ESOP plans cover a similar participant headcount to Venturity Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adams Management Employee Stock Ownership Plan in GA (45 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752927396.

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.