ESOP · DOL Form 5500 · 2023

Empowered Ventures, Inc. ESOP

Data updated 2026-08-25

$98M
Total assets Below avg plan size
146
Participants Small participant base
91st
Percentile by assets National rank
$674,227
Avg per participant High balance/head
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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.

  • #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.

#867
in Management of Enterprises (1,137 peers)
+19.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Empowered Ventures, Inc. Employee Stock Ownership Plan's outsized position 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

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

Empowered Ventures, 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. Empowered Ventures, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (146 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 851267873 · Empowered Ventures, Inc. PY 2023 · ESOP

Empowered Ventures, Inc. Employee Stock Ownership Plan · $98M · 146 · 91st

  • TYPE $98M
  • NET 146
  • BOOK 91st
  • VS-ST ESOP
  • BOY near American Mechanical Holdings Employee Stock Ownership Plan
  • SCH ind #867

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 →

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

Inland Truck Parts Company Employee Stock Ownership Plan and TrustInland Truck Parts Company E…$99MCisco-Eagle, Inc. Employees' Stock Ownership PlanCisco-Eagle, Inc. Employees'…$99MEmpowered Ventures, Inc. Employee Stock Ownership PlanEmpowered Ventures, Inc. Emp…$98MAmerican Mechanical Holdings Employee Stock Ownership PlanAmerican Mechanical Holdings…$98MThe Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership PlanThe Goodheart-Willcox Compan…$98M
End-of-year total assets ($M) among Empowered Ventures, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$89M
Net Income$14M
Employer EIN851267873
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empowered Ventures, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$107M 19.66051784173097% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $89.6M $107M ▲ +19.7%
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 Scatter plot of 6 data points. -100001000200030004000 00.511.522.5 Total assets ($B) Participants Empowered Ventures, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.098437128 · Participants: 146Empowered 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
Empowered Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Empowered Ventures, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is American Mechanical Holdings Employee Stock Ownership Plan in MD ($98M); by covered participants it is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Empowered Ventures, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Empowered Ventures, Inc. Employee Stock Ownership Plan grew sharply - up 19.3% during 2023, from $83M to $98M. Reported net income was $14M.
How have Empowered Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Empowered Ventures, Inc.'s sponsor-wide assets grew 19.7%, from $90M to $107M.
Where does Empowered Ventures, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Empowered Ventures, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Empowered Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is American Mechanical Holdings Employee Stock Ownership Plan in MD ($98M, 278 participants).
Which ESOP plans cover a similar participant headcount to Empowered Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ (146 participants, $26M 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 851267873.

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.