ESOP · DOL Form 5500 · 2023
Valenti-Held Contractor/Developer, Inc. ESOP
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $369,314
- Avg per participant High balance/head
Official DOL plan name: Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan · Sponsored by Valenti-Held Contractor/Developer, Inc. · Indiana · Construction
$21M in assets, 56 participants
Valenti-Held Contractor/Developer, Inc.'s Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan reported $21M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,498 in Construction (9,030 peers)
Valenti-Held Contractor/Developer, Inc. multi-year trail
Valenti-Held Contractor/Developer, Inc.'s plans moved +77.0% in assets from 2022 to 2024; this filing shows Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan at $21M / 56 participants.
- #6,498
- in Construction (9,030 peers)
- +77.0%
- assets growth YoY
Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan's outsized position by total assets
Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,681,592 Top 27% higher than 73% 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
Valenti-Held Contractor/Developer, Inc. 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. Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan reported participants fell from 61 in the plan year 2022 filing to 56 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 351457294 · Valenti-Held Contractor/Developer, Inc. PY 2023 · ESOP
Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan · $21M · 56 · 73rd
- PCT $21M
- EIN 56
- RANK 73rd
- PHOTO ESOP
- IND near Retirement Planners of America Employee Stock Ownership Plan
- EOY ind #6498
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 →
Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Valenti-Held Contractor/Developer, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Valenti-Held Contractor/Developer, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 77.04714262086989% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $12M |
| 2023 | 1 | 56 | $21M |
| 2024 | 1 | 60 | $21M |
Valenti-Held Contractor/Developer, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $9M |
| Employer EIN | 351457294 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Retirement Planners of America Employee Stock Ownership Plan in TX ($21M); by covered participants it is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Retirement Planners of America Employee Stock Ownership Plan (TX) $21M · 93
- Kirkham-Michael, Inc Employee Stock Ownership Plan (NE) $21M · 78
- Carpet and Wood Floor Liquidators Employee Stock Ownership Plan (MD) $21M · 58
- Universal Technologies of Wisconsin, Inc. Employee Stock Ownership Plan (WI) $21M · 93
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
- Created From the First National Bank Employee Stock Ownership Plan (IL) 56 · 0 off
- Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan (NC) 56 · 0 off
- Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust (MN) 56 · 0 off
- Quality Machining, Inc. Employee Stock Ownership Plan (WI) 56 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.