ESOP · DOL Form 5500 · 2023

Current360, Inc. ESOP

Data updated 2026-08-25

$12K
Total assets Small plan by assets
8
Participants Small participant base
2nd
Percentile by assets National rank
$1,521
Avg per participant Low balance/head
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Official DOL plan name: Current360, Inc. Employee Stock Ownership Plan · Sponsored by Current360, Inc. · Kentucky · Professional & Technical Services

$12K in assets, 8 participants

Current360, Inc.'s Current360, Inc. Employee Stock Ownership Plan reported $12K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

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

Current360, Inc. multi-year trail

Current360, Inc.'s plans moved -79.2% in assets from 2022 to 2024; this filing shows Current360, Inc. Employee Stock Ownership Plan at $12K / 8 participants.

#323
in Professional & Technical Services (20,321 peers)
-87.3%
assets change YoY

The plan reported a net loss of $84K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Current360, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Current360, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,167 2nd percentile higher than 2% 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

Current360, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Current360, Inc. Employee Stock Ownership Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Current360, Inc. Employee Stock Ownership Plan end-of-year assets fell from $96K in the plan year 2022 filing to $12K in the plan year 2023 filing.
  • Current360, Inc. Employee Stock Ownership Plan reported participants fell from 11 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611057649 · Current360, Inc. PY 2023 · ESOP

Current360, Inc. Employee Stock Ownership Plan · $12K · 8 · 2nd

  • IND $12K
  • IND 8
  • IND 2nd
  • IND ESOP
  • IND near Asset Research Services, Inc. Employee Stock Ownership Plan and Trust
  • IND ind #323

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 Kentucky →

Current360, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Current360, Inc. Employee Stock Ownership PlanCurrent360, Inc. Employee St…$12KAsset Research Services, Inc. Employee Stock Ownership Plan and TrustAsset Research Services, Inc…$12KDienen, Inc. Employee Stock Ownership PlanDienen, Inc. Employee Stock …$12KWest Coast Castings Emploee Stock Ownership PlanWest Coast Castings Emploee …$13KSpurmaxim, Inc. Employee Stock Ownership Plan and TrustSpurmaxim, Inc. Employee Sto…$13K
End-of-year total assets ($M) among Current360, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Current360, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Current360, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20K 79.19419101813226% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.1M $0.02M ▼ -80.0%
Year Plans Participants Total Assets
2022 1 11 $96K
2023 1 8 $12K
2024 1 7 $20K

Current360, Inc. filing trail (2023)

Total Assets (Beginning of Year)$96K
Net Assets (End of Year)$12K
Net Income-$84K
Employer EIN611057649
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Current360, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Current360, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000012167 · Participants: 8Current360, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Current360, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Current360, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Current360, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Asset Research Services, Inc. Employee Stock Ownership Plan and Trust in AZ ($12K); by covered participants it is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Current360, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Current360, Inc. Employee Stock Ownership Plan contracted severely - down 87.3% during 2023, from $96K to $12K. Reported net income was -$84K.
How have Current360, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Current360, Inc.'s sponsor-wide assets declined 79.2%, from $96K to $20K.
Where does Current360, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Current360, Inc. Employee Stock Ownership Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Current360, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Asset Research Services, Inc. Employee Stock Ownership Plan and Trust in AZ ($12K, 17 participants).
Which ESOP plans cover a similar participant headcount to Current360, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Versailles Savings and Loan Company Employee Stock Ownership Plan in OH (8 participants, $614K 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 611057649.

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.