ESOP · DOL Form 5500 · 2023

Simventions, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
333
Participants Below avg headcount
71st
Percentile by assets National rank
$55,978
Avg per participant Low balance/head
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Official DOL plan name: Simventions, Inc. Employee Stock Ownership Plan · Sponsored by Simventions, Inc. · Virginia · Professional & Technical Services

$19M in assets, 333 participants

Simventions, Inc.'s Simventions, Inc. Employee Stock Ownership Plan reported $19M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,418 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Simventions, Inc. Employee Stock Ownership Plan covers 333 participants in Virginia, about 43% of the average Virginia filer (state average ~782 per filing). Assets: $19M.

#14,418
in Professional & Technical Services (20,321 peers)
+76.8%
assets growth YoY

Simventions, Inc. Employee Stock Ownership Plan's outsized position by total assets

Simventions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$18,640,828 Top 29% higher than 71% 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

Simventions, Inc. Employee Stock Ownership Plan 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. Simventions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simventions, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Simventions, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Simventions, Inc. Employee Stock Ownership Plan reported participants rose from 304 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541992646 · Simventions, Inc. PY 2023 · ESOP

Simventions, Inc. Employee Stock Ownership Plan · $19M · 333 · 71st

  • EBSA $19M
  • PART 333
  • TYPE 71st
  • NET ESOP
  • BOOK near Gleason Research Associates, Inc. ESOP
  • VS-ST ind #14418

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 Virginia →

Simventions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Niblock Excavating, Inc. Employee Stock Ownership PlanNiblock Excavating, Inc. Emp…$19MSimventions, Inc. Employee Stock Ownership PlanSimventions, Inc. Employee S…$19MGleason Research Associates, Inc. ESOPGleason Research Associates,…$19MMinnesota Ag Group, Inc. Employee Stock Ownership PlanMinnesota Ag Group, Inc. Emp…$19MUnited Forming, Inc. Employee Stock Ownership PlanUnited Forming, Inc. Employe…$19M
End-of-year total assets ($M) among Simventions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income$8M
Employer EIN541992646
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simventions, Inc.)

Sponsor-wide plan assets over time

All Simventions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 68.08056493867846% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $49.4M $83.1M ▲ +68.1%
Year Plans Participants Total Assets
2022 2 620 $49M
2023 2 663 $66M
2024 2 738 $83M

Nearby ESOP Plans in Virginia

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

Simventions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.5 Total assets ($B) Participants Simventions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018640828 · Participants: 333Simventions, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Simventions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Simventions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Simventions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Gleason Research Associates, Inc. ESOP in AL ($19M); by covered participants it is Jasper Rubber Products, Inc. Employee Stock Ownership Plan in IN (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Simventions, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Simventions, Inc. Employee Stock Ownership Plan surged - up 76.8% during 2023, from $11M to $19M. Reported net income was $8M.
How have Simventions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simventions, Inc.'s sponsor-wide assets grew 68.1%, from $49M to $83M.
Which ESOP plans are similar in size to Simventions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gleason Research Associates, Inc. ESOP in AL ($19M, 112 participants).
Which ESOP plans cover a similar participant headcount to Simventions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jasper Rubber Products, Inc. Employee Stock Ownership Plan in IN (334 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 541992646.

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.