ESOP · DOL Form 5500 · 2023

Performance Validation, Inc. ESOP

Data updated 2026-08-25

$16M
Total assets Small plan by assets
87
Participants Small participant base
69th
Percentile by assets National rank
$186,094
Avg per participant Above avg balance/head
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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.

  • #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.

#13,842
in Professional & Technical Services (20,321 peers)
+3.3%
assets growth YoY

Performance Validation Employee Stock Ownership Plan's outsized position 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

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

Performance Validation 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. Performance Validation Employee Stock Ownership Plan is a small filing (87 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352113599 · Performance Validation, Inc. PY 2023 · ESOP

Performance Validation Employee Stock Ownership Plan · $16M · 87 · 69th

  • TYPE $16M
  • TYPE 87
  • TYPE 69th
  • TYPE ESOP
  • TYPE near American Colors, Inc. Employee Stock Ownership Plan and Trust
  • TYPE ind #13842

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 →

Performance Validation Employee Stock Ownership Plan in the asset neighbourhood

Haumiller Engineering Company Money Purchase Pension PlanHaumiller Engineering Compan…$16MThe Bradford Hammacher Group, Inc. Employee Stock Ownership PlanThe Bradford Hammacher Group…$16MPerformance Validation Employee Stock Ownership PlanPerformance Validation Emplo…$16MAmerican Colors, Inc. Employee Stock Ownership Plan and TrustAmerican Colors, Inc. Employ…$16MContempora Fabrics, Inc. Employee Stock Ownership PlanContempora Fabrics, Inc. Emp…$16M
End-of-year total assets ($M) among Performance Validation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Performance Validation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Performance Validation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 37.65052238765218% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.1M $31.8M ▲ +37.7%
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 EIN352113599
Plan Effective Date2017-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Performance Validation Employee Stock Ownership Plan, Total assets ($B): 0.016190149 · Participants: 87Performance Validation Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Performance Validation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Performance Validation Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is American Colors, Inc. Employee Stock Ownership Plan and Trust in OH ($16M); by covered participants it is Zmac Transportation Solutions, LLC Employee Stock Ownership Plan in WI (87 participants). Same-state nearby plans are listed separately above.

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 Performance Validation Employee Stock Ownership Plan assets move in 2023? ▼
Performance Validation Employee Stock Ownership Plan edged up modestly - up 3.3% during 2023, from $16M to $16M. Reported net income was $827K.
How have Performance Validation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Validation, Inc.'s sponsor-wide assets grew 37.7%, from $23M to $32M.
Which ESOP plans are similar in size to Performance Validation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is American Colors, Inc. Employee Stock Ownership Plan and Trust in OH ($16M, 79 participants).
Which ESOP plans cover a similar participant headcount to Performance Validation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Zmac Transportation Solutions, LLC Employee Stock Ownership Plan in WI (87 participants, $828K 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 352113599.

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.