ESOP · DOL Form 5500 · 2023
Empowered Ventures, Inc. ESOP
Data updated 2026-08-11
- $98M
- Total assets
- 146
- Participants
- 91st
- Percentile by assets
- $674,227
- Avg per participant
Official DOL plan name: Empowered Ventures, Inc. Employee Stock Ownership Plan · Sponsored by Empowered Ventures, Inc. · Indiana · Management of Enterprises
$98M in assets, 146 participants
Empowered Ventures, Inc.'s Empowered Ventures, Inc. Employee Stock Ownership Plan reported $98M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 127,072 plans)
- #867 in Management of Enterprises (1,137 peers)
Coverage in Indiana
Empowered Ventures, Inc. Employee Stock Ownership Plan covers 146 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $98M.
- $98M
- total plan assets (2023 EOY)
- 146
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $674,227
- avg assets per participant
Where Empowered Ventures, Inc. Employee Stock Ownership Plan sits by total assets
Empowered Ventures, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$98,437,128 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Empowered Ventures, Inc. Employee Stock Ownership Plan reported net income fell from $18M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Empowered Ventures, Inc. Employee Stock Ownership Plan end-of-year assets rose from $83M in the plan year 2022 filing to $98M in the plan year 2023 filing.
- Empowered Ventures, Inc. Employee Stock Ownership Plan reported participants rose from 132 in the plan year 2022 filing to 146 in the plan year 2023 filing.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Empowered Ventures, Inc. Employee Stock Ownership Plan reports 146 participants - about 27% of that state average ($98M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $14M |
| Employer EIN | 851267873 |
| Plan Effective Date | 2010-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Empowered Ventures, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 249 | $90M |
| 2023 | 2 | 282 | $105M |
| 2024 | 2 | 435 | $107M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Empowered Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Empowered Ventures, Inc. Employee Stock Ownership Plan by total assets, not by location.
- American Mechanical Holdings Employee Stock Ownership Plan (MD) $98M · 278
- Cisco-Eagle, Inc. Employees' Stock Ownership Plan (TX) $99M · 130
- The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan (IL) $98M · 153
- Inland Truck Parts Company Employee Stock Ownership Plan and Trust (KS) $99M · 665
Frequently Asked Questions
How did Empowered Ventures, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Empowered Ventures, Inc. plan assets changed over time? ▼
Where does Empowered Ventures, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Empowered Ventures, Inc. Employee Stock …
Filing takeaways
Ways to act on Empowered Ventures, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Empowered Ventures, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Empowered Ventures, Inc.'s sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Management of Enterprises plans