ESOP · DOL Form 5500 · 2023

Venture Projects, Inc. D/B/a Concept Services ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
70
Participants Small participant base
63rd
Percentile by assets National rank
$174,053
Avg per participant Above avg balance/head
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Official DOL plan name: Concept Services Employee Stock Ownership Plan · Sponsored by Venture Projects, Inc. D/B/a Concept Services · Texas · Wholesale Trade

$12M in assets, 70 participants

Venture Projects, Inc. D/B/a Concept Services's Concept Services Employee Stock Ownership Plan reported $12M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,521 in Wholesale Trade (6,309 peers)

Venture Projects, Inc. D/B/a Concept Services multi-year trail

Venture Projects, Inc. D/B/a Concept Services's plans moved +154.3% in assets from 2022 to 2024; this filing shows Concept Services Employee Stock Ownership Plan at $12M / 70 participants.

#3,521
in Wholesale Trade (6,309 peers)
+154.3%
assets growth YoY

Concept Services Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Concept Services Employee Stock Ownership Plan vs every filed plan by assets

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

$12,183,700 Top 37% higher than 63% 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

Concept Services 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. Concept Services Employee Stock Ownership Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concept Services Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Concept Services Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Concept Services Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742311051 · Venture Projects, Inc. D/B/a Concept Services PY 2023 · ESOP

Concept Services Employee Stock Ownership Plan · $12M · 70 · 63rd

  • EIN $12M
  • EIN 70
  • EIN 63rd
  • EIN ESOP
  • EIN near Pickering, Inc. Employee Stock Ownership Plan
  • EIN ind #3521

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 Texas →

Concept Services Employee Stock Ownership Plan in the asset neighbourhood

Rochester Metal Products Corp. Employee Stock Ownership PlanRochester Metal Products Cor…$12MCivil Design Concepts Employee Stock Ownership PlanCivil Design Concepts Employ…$12MFloturn, Inc Employee Stock Ownership PlanFloturn, Inc Employee Stock …$12MConcept Services Employee Stock Ownership PlanConcept Services Employee St…$12MPickering, Inc. Employee Stock Ownership PlanPickering, Inc. Employee Sto…$12M
End-of-year total assets ($M) among Concept Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Venture Projects, Inc. D/B/a Concept Services multi-year asset trail

Sponsor-wide plan assets over time

All Venture Projects, Inc. D/B/a Concept Services plans reported in each filing year

Latest sponsor-wide plan assets
$12M 154.27513731487693% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.79M $12.2M ▲ +154.3%
Year Plans Participants Total Assets
2022 1 56 $5M
2023 1 70 $12M
2024 1 72 $12M

Venture Projects, Inc. D/B/a Concept Services filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$12M
Net Income$7M
Employer EIN742311051
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Concept Services Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Concept Services Employee Stock Ownership Plan, Total assets ($B): 0.0121837 · Participants: 70Concept Services Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Concept Services Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Concept Services Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Pickering, Inc. Employee Stock Ownership Plan in TN ($12M); by covered participants it is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Concept Services Employee Stock Ownership Plan assets move in 2023? ▼
Concept Services Employee Stock Ownership Plan surged - up 154.3% during 2023, from $5M to $12M. Reported net income was $7M.
How have Venture Projects, Inc. D/B/a Concept Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venture Projects, Inc. D/B/a Concept Services's sponsor-wide assets grew 154.3%, from $5M to $12M.
Which ESOP plans are similar in size to Concept Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pickering, Inc. Employee Stock Ownership Plan in TN ($12M, 108 participants).
Which ESOP plans cover a similar participant headcount to Concept Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Amended and Restated Affinity Bank Employee Stock Ownership Plan in GA (70 participants, $9M 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 742311051.

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.