ESOP · DOL Form 5500 · 2023
Northline Ventures, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 94
- Participants
- 65th
- Percentile by assets
- $144,797
- Avg per participant
Official DOL plan name: Northline Employee Stock Ownership Plan · Sponsored by Northline Ventures, Inc. · New York · Construction
$14M in assets, 94 participants
Northline Ventures, Inc.'s Northline Employee Stock Ownership Plan reported $14M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- 65th percentile by assets (of 127,072 plans)
- #5,761 in Construction (9,030 peers)
Northline Ventures, Inc. multi-year trail
Northline Ventures, Inc.'s plans moved +81.9% in assets from 2022 to 2024; this filing shows Northline Employee Stock Ownership Plan at $14M / 94 participants.
- $14M
- total plan assets (2023 EOY)
- 94
- covered participants
- 65th
- percentile by assets (of 127,072 plans)
- $144,797
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northline Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Northline Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Northline Employee Stock Ownership Plan reported participants rose from 92 in the plan year 2022 filing to 94 in the plan year 2023 filing.
Northline Ventures, Inc. across 3 plan years on file
Across the 3 plan years Northline Ventures, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $18M, a gain of 81.9%, while reported participants moved from 92 to 111 (+20.7%). Peak year by sponsor assets: 2024 ($18M); trough: 2022 ($10M).
Northline Ventures, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $10M |
| 2023 | 1 | 94 | $14M |
| 2024 | 1 | 111 | $18M |
Northline Ventures, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $4M |
| Employer EIN | 272105072 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Northline Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Northline Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Northline Employee Stock Ownership Plan assets move in 2023? ▼
How have Northline Ventures, Inc. plan assets changed over time? ▼
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Next read for Northline Employee Stock Ownership Plan
Multi-year trail
Ways to act on Northline Employee Stock Ownership Plan's numbers.
- By total assets, Northline Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Northline Ventures, Inc.'s sponsor-wide assets have grown 81.9% since 2022 across 3 plan years on file. More Construction plans