ESOP · DOL Form 5500 · 2023

Valenti-Held Contractor/Developer, Inc. ESOP

Data updated 2026-08-11

$21M
Total assets: 56
Participants: 73rd
Percentile by assets: $369,314
Avg per participant

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.

73rd percentile by assets (of 127,072 plans)
#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.

$21M
total plan assets (2023 EOY): 56
covered participants: 73rd
percentile by assets (of 127,072 plans): $369,314
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Indiana

Industry

Construction

Valenti-Held Contractor/Developer, Inc. across 3 plan years on file

Across the 3 plan years Valenti-Held Contractor/Developer, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $21M, a gain of 77.0%, while reported participants moved from 61 to 60 (-1.6%). Peak year by sponsor assets: 2023 ($21M); trough: 2022 ($12M).

Valenti-Held Contractor/Developer, Inc. multi-year asset trail

Total plan assets by year, all Valenti-Held Contractor/Developer, Inc. plans on file

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.

Valenti-Held Contractor/Developer, Inc. 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

Compare Valenti-Held Contractor/Developer, Inc. … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan by total assets, not by location.

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

Frequently Asked Questions

How did Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan surged - up 77.0% during 2023, from $12M to $21M. Reported net income was $9M.

How have Valenti-Held Contractor/Developer, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Valenti-Held Contractor/Developer, Inc.'s sponsor-wide assets grew 77.0%, from $12M to $21M.

Which ESOP plans are similar in size to Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Retirement Planners of America Employee Stock Ownership Plan in TX ($21M, 93 participants).

Next read for Valenti-Held Contractor/Developer, Inc. …

Multi-year trail

Ways to act on Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Valenti-Held Contractor/Developer, Inc. 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
Valenti-Held Contractor/Developer, Inc.'s sponsor-wide assets have grown 77.0% since 2022 across 3 plan years on file. More Construction plans

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 351457294.