ESOP · DOL Form 5500 · 2023

Venn Holdings, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
39
Participants Small participant base
26th
Percentile by assets National rank
$33,262
Avg per participant Low balance/head
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Official DOL plan name: Venn Strategies Employee Stock Ownership Plan · Sponsored by Venn Holdings, Inc. · District of Columbia · Other Services

$1M in assets, 39 participants

Venn Holdings, Inc.'s Venn Strategies Employee Stock Ownership Plan reported $1M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,992 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Venn Strategies Employee Stock Ownership Plan ranks #3,992 of 7,857 2023 filers by assets (1547% of the sector average)-$1M for 39 participants.

#3,992
in Other Services (7,857 peers)
+49.9%
assets growth YoY

Venn Strategies Employee Stock Ownership Plan among the smaller filed plans by assets

Venn Strategies Employee Stock Ownership Plan vs every filed plan by assets

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

$1,297,205 26th percentile higher than 26% 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

Venn Strategies 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. Venn Strategies Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Venn Strategies Employee Stock Ownership Plan end-of-year assets rose from $865K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Venn Strategies Employee Stock Ownership Plan reported net income rose from $337K in the plan year 2022 filing to $432K in the plan year 2023 filing.
  • Venn Strategies Employee Stock Ownership Plan reported participants fell from 42 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 522318387 · Venn Holdings, Inc. PY 2023 · ESOP

Venn Strategies Employee Stock Ownership Plan · $1M · 39 · 26th

  • PCT $1M
  • PCT 39
  • PCT 26th
  • PCT ESOP
  • PCT near Kindermusik International, Inc. Employee Stock Ownership Plan
  • PCT ind #3992

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 District of Columbia →

Venn Strategies Employee Stock Ownership Plan in the asset neighbourhood

Venn Strategies Employee Stock Ownership PlanVenn Strategies Employee Sto…$1MKindermusik International, Inc. Employee Stock Ownership PlanKindermusik International, I…$1MPda Holdings, Inc. Employee Stock Ownership PlanPda Holdings, Inc. Employee …$1MEras Inc. Employee Stock Ownership PlanEras Inc. Employee Stock Own…$1MPeru Federal Savings Bank Employee Stock Ownership PlanPeru Federal Savings Bank Em…$1M
End-of-year total assets ($M) among Venn Strategies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$865K
Net Assets (End of Year)$1M
Net Income$432K
Employer EIN522318387
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Venn Holdings, Inc.)

Sponsor-wide plan assets over time

All Venn Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 113.65024878209462% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.87M $1.85M ▲ +112.6%
Year Plans Participants Total Assets
2022 1 42 $865K
2023 1 39 $1M
2024 1 42 $2M

Nearby ESOP Plans in District of Columbia

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

Venn Strategies Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400500 Total assets ($M) Participants Venn Strategies Employee Stock Ownership Plan, Total assets ($M): 1.297205 · Participants: 39Venn Strategies Employee Stock Ownership PlanChemonics International, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.224764 · Participants: 2206Chemonics International, Inc. Employee Stock Ownership PlanCornerstone Government Affairs, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.722131 · Participants: 107Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee Stock Ownership Plan, Total assets ($M): 17.291398 · Participants: 57Hager Sharp, Inc. Employee Stock Ownership PlanRational 360 Employee Stock Ownership Plan, Total assets ($M): 11.1695 · Participants: 3Rational 360 Employee Stock Ownership PlanTech-Marine Business, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.188203 · Participants: 160Tech-Marine Business, Inc. Employee Stock Ownership Plan
Venn Strategies Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants
Compare Venn Strategies Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest ESOP by assets is Kindermusik International, Inc. Employee Stock Ownership Plan in NC ($1M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 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 Venn Strategies Employee Stock Ownership Plan assets move in 2023? ▼
Venn Strategies Employee Stock Ownership Plan surged - up 49.9% during 2023, from $865K to $1M. Reported net income was $432K.
How have Venn Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venn Holdings, Inc.'s sponsor-wide assets grew 113.7%, from $865K to $2M.
Which ESOP plans are similar in size to Venn Strategies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kindermusik International, Inc. Employee Stock Ownership Plan in NC ($1M, 27 participants).
Which ESOP plans cover a similar participant headcount to Venn Strategies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M 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 522318387.

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.