ESOP · DOL Form 5500 · 2023

Saw Ventures, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
37
Participants Small participant base
48th
Percentile by assets National rank
$161,622
Avg per participant Above avg balance/head
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Official DOL plan name: Saw Ventures, Inc. Employee Stock Ownership Plan · Sponsored by Saw Ventures, Inc. · Indiana · Finance & Insurance

$6M in assets, 37 participants

Saw Ventures, Inc.'s Saw Ventures, Inc. Employee Stock Ownership Plan reported $6M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,034 in Finance & Insurance (8,869 peers)

Saw Ventures, Inc. multi-year trail

Saw Ventures, Inc.'s plans moved +83.5% in assets from 2022 to 2024; this filing shows Saw Ventures, Inc. Employee Stock Ownership Plan at $6M / 37 participants.

#3,034
in Finance & Insurance (8,869 peers)
+53.7%
assets growth YoY

Saw Ventures, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$5,980,000 48th percentile higher than 48% 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

Saw Ventures, Inc. 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. Saw Ventures, Inc. Employee Stock Ownership Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saw Ventures, Inc. Employee Stock Ownership Plan reported net income rose from -$11M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Saw Ventures, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Saw Ventures, Inc. Employee Stock Ownership Plan reported participants rose from 36 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 873024100 · Saw Ventures, Inc. PY 2023 · ESOP

Saw Ventures, Inc. Employee Stock Ownership Plan · $6M · 37 · 48th

  • EBSA $6M
  • PART 37
  • TYPE 48th
  • NET ESOP
  • BOOK near Aloha Shoyu Company, Limited Employee Stock Ownership Plan
  • VS-ST ind #3034

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 Indiana →

Saw Ventures, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Saw Ventures, Inc. Employee Stock Ownership PlanSaw Ventures, Inc. Employee …$6MAloha Shoyu Company, Limited Employee Stock Ownership PlanAloha Shoyu Company, Limited…$6MWilhite Electric Company, Inc. Employee Stock Ownership PlanWilhite Electric Company, In…$6MMiles Treaster & Associates Employee Stock Ownership PlanMiles Treaster & Associates …$6MBoudreau Pipeline Employee Stock Ownership PlanBoudreau Pipeline Employee S…$6M
End-of-year total assets ($M) among Saw Ventures, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Saw Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Saw Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 83.4818766066838% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.89M $7.14M ▲ +83.5%
Year Plans Participants Total Assets
2022 1 36 $4M
2023 1 37 $6M
2024 1 38 $7M

Saw Ventures, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$8M
Net Income$2M
Employer EIN873024100
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Saw Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Saw Ventures, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00598 · Participants: 37Saw Ventures, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Saw Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Saw Ventures, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Aloha Shoyu Company, Limited Employee Stock Ownership Plan in HI ($6M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Saw Ventures, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Saw Ventures, Inc. Employee Stock Ownership Plan surged - up 53.7% during 2023, from $4M to $6M. Reported net income was $2M.
How have Saw Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saw Ventures, Inc.'s sponsor-wide assets grew 83.5%, from $4M to $7M.
Which ESOP plans are similar in size to Saw Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aloha Shoyu Company, Limited Employee Stock Ownership Plan in HI ($6M, 53 participants).
Which ESOP plans cover a similar participant headcount to Saw Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (37 participants, $4M 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 873024100.

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.