ESOP · DOL Form 5500 · 2024

Venturity Financial Partners, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
48
Participants Small participant base
28th
Percentile by assets National rank
$36,324
Avg per participant Low balance/head
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Official DOL plan name: Venturity Employee Stock Ownership Plan · Sponsored by Venturity Financial Partners, Inc. · Texas · Professional & Technical Services

$2M in assets, 48 participants

Venturity Financial Partners, Inc.'s Venturity Employee Stock Ownership Plan reported $2M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,754 in Professional & Technical Services (20,173 peers)

Venturity Financial Partners, Inc. multi-year trail

Venturity Financial Partners, Inc.'s plans moved +241.3% in assets from 2022 to 2024; this filing shows Venturity Employee Stock Ownership Plan at $2M / 48 participants.

#4,754
in Professional & Technical Services (20,173 peers)
+41.9%
assets growth YoY

Venturity Employee Stock Ownership Plan among the smaller filed plans by assets

Venturity Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,743,560 28th percentile higher than 28% of 123,620 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 2024

Venturity 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. Venturity Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Venturity Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Venturity Employee Stock Ownership Plan reported net income fell from $781K in the plan year 2023 filing to $620K in the plan year 2024 filing.
  • Venturity Employee Stock Ownership Plan reported participants rose from 45 in the plan year 2023 filing to 48 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752927396 · Venturity Financial Partners, Inc. PY 2024 · ESOP

Venturity Employee Stock Ownership Plan · $2M · 48 · 28th

  • VS-ST $2M
  • VS-ST 48
  • VS-ST 28th
  • VS-ST ESOP
  • VS-ST near Eagle Savings Bank Employee Stock Ownership Plan
  • VS-ST ind #4754

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 →

Venturity Employee Stock Ownership Plan in the asset neighbourhood

Share Corporation Employee Stock Ownership TrustShare Corporation Employee S…$2MPetersen, Inc. Frozen Capital Accumulation PlanPetersen, Inc. Frozen Capita…$2MVenturity Employee Stock Ownership PlanVenturity Employee Stock Own…$2MEagle Savings Bank Employee Stock Ownership PlanEagle Savings Bank Employee …$2MImagination Technologies Employee Stock Ownership PlanImagination Technologies Emp…$2M
End-of-year total assets ($M) among Venturity Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Venturity Financial Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Venturity Financial Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 241.27226463104327% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.51M $1.74M ▲ +241.2%
Year Plans Participants Total Assets
2022 1 35 $511K
2023 1 45 $1M
2024 1 48 $2M

Venturity Financial Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$620K
Employer EIN752927396
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Venturity Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Venturity Employee Stock Ownership Plan, Total assets ($B): 0.00174356 · Participants: 48Venturity Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Venturity Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Venturity Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Eagle Savings Bank Employee Stock Ownership Plan in OH ($2M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Venturity Employee Stock Ownership Plan assets move in 2024? ▼
Venturity Employee Stock Ownership Plan surged - up 41.9% during 2024, from $1M to $2M. Reported net income was $620K.
How have Venturity Financial Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venturity Financial Partners, Inc.'s sponsor-wide assets grew 241.3%, from $511K to $2M.
Which ESOP plans are similar in size to Venturity Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eagle Savings Bank Employee Stock Ownership Plan in OH ($2M, 30 participants).
Which ESOP plans cover a similar participant headcount to Venturity Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752927396.

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.