ESOP · DOL Form 5500 · 2023
Performance Validation, Inc. ESOP
Data updated 2026-08-11
- $16M
- Total assets
- 87
- Participants
- 69th
- Percentile by assets
- $186,094
- Avg per participant
Official DOL plan name: Performance Validation Employee Stock Ownership Plan · Sponsored by Performance Validation, Inc. · Indiana · Professional & Technical Services
$16M in assets, 87 participants
Performance Validation, Inc.'s Performance Validation Employee Stock Ownership Plan reported $16M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- 69th percentile by assets (of 127,072 plans)
- #13,842 in Professional & Technical Services (20,321 peers)
Performance Validation, Inc. multi-year trail
Performance Validation, Inc.'s plans moved +37.7% in assets from 2022 to 2024; this filing shows Performance Validation Employee Stock Ownership Plan at $16M / 87 participants.
- $16M
- total plan assets (2023 EOY)
- 87
- covered participants
- 69th
- percentile by assets (of 127,072 plans)
- $186,094
- avg assets per participant
Where Performance Validation Employee Stock Ownership Plan sits by total assets
Performance Validation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,190,149 Top 31% higher than 69% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Performance Validation Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $827K in the plan year 2023 filing.
- Performance Validation Employee Stock Ownership Plan reported participants rose from 78 in the plan year 2022 filing to 87 in the plan year 2023 filing.
- Performance Validation Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Performance Validation, Inc. across 3 plan years on file
Across the 3 plan years Performance Validation, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $23M to $32M, a gain of 37.7%, while reported participants moved from 197 to 229 (+16.2%). Peak year by sponsor assets: 2024 ($32M); trough: 2022 ($23M).
Performance Validation, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 197 | $23M |
| 2023 | 2 | 217 | $25M |
| 2024 | 2 | 229 | $32M |
Performance Validation, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $827K |
| Employer EIN | 352113599 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Performance Validation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Performance Validation Employee Stock Ownership Plan by total assets, not by location.
- American Colors, Inc. Employee Stock Ownership Plan and Trust (OH) $16M · 79
- The Bradford Hammacher Group, Inc. Employee Stock Ownership Plan (IL) $16M · 669
- Contempora Fabrics, Inc. Employee Stock Ownership Plan (NC) $16M · 131
- Haumiller Engineering Company Money Purchase Pension Plan (IL) $16M · 141
Frequently Asked Questions
How did Performance Validation Employee Stock Ownership Plan assets move in 2023? ▼
How have Performance Validation, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Performance Validation Employee Stock Ownership Plan? ▼
Next read for Performance Validation Employee Stock Ow…
Multi-year trail
Ways to act on Performance Validation Employee Stock Ownership Plan's numbers.
- By total assets, Performance Validation 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 Indiana. Compare plans
- Performance Validation, Inc.'s sponsor-wide assets have grown 37.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans