Infoworks Employee Stock Ownership Plan and Trust
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Infoworks, Inc. · Tennessee · Professional & Technical Services
What the 2023 filing shows
Infoworks Employee Stock Ownership Plan and Trust holds $31M for 106 participants — about $288,684 per participant, down 5.5% over the 2023 plan year.
- $31M
- total plan assets (2023 EOY)
- 106
- covered participants
- $288,684
- avg assets per participant
- -5.5%
- assets change YoY
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.
What the Filing Says About Infoworks Employee Stock Ownership Plan and Trust
Infoworks Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by Infoworks, Inc., headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 106 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 621669899, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $32M at the beginning of 2023 to $31M at year-end — a decline of 5.5%. Net assets (after liabilities) closed the year at $23M, with reported net income of $-7,691,235 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $32M |
| Total Assets (End of Year) | $31M |
| Net Assets (End of Year) | $23M |
| Net Income | $-7,691,235 |
| Plan Type | Other |
| Employer EIN | 621669899 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Infoworks, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 193 | $42M |
| 2023 | 2 | 214 | $42M |
| 2024 | 2 | 214 | $45M |
Nearby Other Plans in Tennessee
Peer Other plans — same state, same plan type — ranked by total assets.
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Carpenters Labor-Management Pension Plan $777M · 2,942
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
- Bridgestone Americas, Inc. Non-Contributory Pension Plan $502M · 1,480
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
Related Data
Guides
Frequently Asked Questions
How much money is in the Infoworks Employee Stock Ownership Plan and Trust? ▼
What type of plan is Infoworks Employee Stock Ownership Plan and Trust? ▼
Who sponsors the Infoworks Employee Stock Ownership Plan and Trust? ▼
How did Infoworks Employee Stock Ownership Plan and Trust perform in 2023? ▼
Where can I find official filings for Infoworks Employee Stock Ownership Plan and Trust? ▼
How does Infoworks Employee Stock Ownership Plan and Trust compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.