ESOP · DOL Form 5500 · 2023

Infoworks, Inc. ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
106
Participants Small participant base
79th
Percentile by assets National rank
$288,684
Avg per participant High balance/head
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Official DOL plan name: Infoworks Employee Stock Ownership Plan and Trust · Sponsored by Infoworks, Inc. · Tennessee · Professional & Technical Services

$31M in assets, 106 participants

Infoworks, Inc.'s Infoworks Employee Stock Ownership Plan and Trust reported $31M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,261 in Professional & Technical Services (20,321 peers)

Coverage in Tennessee

Infoworks Employee Stock Ownership Plan and Trust covers 106 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $31M.

#16,261
in Professional & Technical Services (20,321 peers)
-5.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Infoworks Employee Stock Ownership Plan and Trust's outsized position by total assets

Infoworks Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$30,600,519 Top 21% higher than 79% 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

Infoworks Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Infoworks Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Infoworks Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Infoworks Employee Stock Ownership Plan and Trust reported participants rose from 95 in the plan year 2022 filing to 106 in the plan year 2023 filing.
  • Infoworks Employee Stock Ownership Plan and Trust end-of-year assets fell from $32M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621669899 · Infoworks, Inc. PY 2023 · ESOP

Infoworks Employee Stock Ownership Plan and Trust · $31M · 106 · 79th

  • IND $31M
  • EOY 106
  • 5500 79th
  • ASSETS ESOP
  • PCT near Bettcher Industries, Inc. Employee Stock Ownership Plan
  • EIN ind #16261

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 Tennessee →

Infoworks Employee Stock Ownership Plan and Trust in the asset neighbourhood

Southern Refrigeration Corporation Employee Stock Ownership PlanSouthern Refrigeration Corpo…$31MMcabee Construction, Inc. ESOPMcabee Construction, Inc. ES…$31MIsaacson Miller, Inc. Employee Stock Ownership PlanIsaacson Miller, Inc. Employ…$31MInfoworks Employee Stock Ownership Plan and TrustInfoworks Employee Stock Own…$31MBettcher Industries, Inc. Employee Stock Ownership PlanBettcher Industries, Inc. Em…$31M
End-of-year total assets ($M) among Infoworks Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$23M
Net Income-$8M
Employer EIN621669899
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infoworks, Inc.)

Sponsor-wide plan assets over time

All Infoworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 6.937433423384574% vs 2022
2024 filing year
$41M$42M$43M$44M$45M 202220232024 $41.6M $44.5M ▲ +6.9%
Year Plans Participants Total Assets
2022 2 193 $42M
2023 2 214 $42M
2024 2 214 $45M

Nearby ESOP Plans in Tennessee

Peer ESOP plans, same state, same plan type, ranked by total assets.

Infoworks Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Infoworks Employee Stock Ownership Plan and Trust, Total assets ($M): 30.600519 · Participants: 106Infoworks Employee Stock Ownership Plan and TrustBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Infoworks Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Infoworks Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Bettcher Industries, Inc. Employee Stock Ownership Plan in OH ($31M); by covered participants it is Millstone Weber Employee Stock Ownership Plan in MO (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

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 Infoworks Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Infoworks Employee Stock Ownership Plan and Trust pulled back noticeably - down 5.5% during 2023, from $32M to $31M. Reported net income was -$8M.
How have Infoworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infoworks, Inc.'s sponsor-wide assets grew 6.9%, from $42M to $45M.
Where does Infoworks Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Infoworks Employee Stock Ownership Plan and Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Infoworks Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Bettcher Industries, Inc. Employee Stock Ownership Plan in OH ($31M, N/A participants).
Which ESOP plans cover a similar participant headcount to Infoworks Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Millstone Weber Employee Stock Ownership Plan in MO (106 participants, $55M 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 621669899.

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.