ESOP · DOL Form 5500 · 2024
E.V.S. Ltd. ESOP
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 44
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $592,546
- Avg per participant High balance/head
Official DOL plan name: E.V.S. Ltd. Employee Stock Ownership Plan · Sponsored by E.V.S. Ltd. · Indiana · Manufacturing
$26M in assets, 44 participants
E.V.S. Ltd.'s E.V.S. Ltd. Employee Stock Ownership Plan reported $26M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #11,681 in Manufacturing (17,777 peers)
Where E.V.S. Ltd. Employee Stock Ownership Plan sits by assets
E.V.S. Ltd. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 44 participants (~$592,546/participant), up 19.0% in 2024.
- #11,681
- in Manufacturing (17,777 peers)
- +19.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
E.V.S. Ltd. Employee Stock Ownership Plan's outsized position by total assets
E.V.S. Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,072,014 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
E.V.S. Ltd. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. E.V.S. Ltd. Employee Stock Ownership Plan is a small filing (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- E.V.S. Ltd. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- E.V.S. Ltd. Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- E.V.S. Ltd. Employee Stock Ownership Plan reported participants rose from 42 in the plan year 2023 filing to 44 in the plan year 2024 filing.
DOL schedule card
Filing strip 351885348 · E.V.S. Ltd. PY 2024 · ESOP
E.V.S. Ltd. Employee Stock Ownership Plan · $26M · 44 · 75th
- EOY $26M
- 5500 44
- ASSETS 75th
- PCT ESOP
- EIN near The Mosser Group Employee Stock Ownership Plan and Trust
- RANK ind #11681
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 →
E.V.S. Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 351885348 |
| Plan Effective Date | 2015-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (E.V.S. Ltd.)
Sponsor-wide plan assets over time
All E.V.S. Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 42.10478401340102% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 84 | $21M |
| 2023 | 2 | 83 | $25M |
| 2024 | 2 | 86 | $30M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
- Urschel Laboratories Employee Stock Ownership Plan $432M · 509
- Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
- Ermco, Inc. Employee Stock Ownership Plan $151M · 123
E.V.S. Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is The Mosser Group Employee Stock Ownership Plan and Trust in OH ($26M); by covered participants it is Dmb Corporation, Inc. ESOP in WI (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.