ESOP · DOL Form 5500 · 2023
Delve Holdings, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 231
- Participants
- 65th
- Percentile by assets
- $59,142
- Avg per participant
Official DOL plan name: Delve Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Delve Holdings, Inc. · Washington · Professional & Technical Services
$14M in assets, 231 participants
Delve Holdings, Inc.'s Delve Holdings, Inc. Employee Stock Ownership Plan reported $14M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- 65th percentile by assets (of 127,072 plans)
- #13,102 in Professional & Technical Services (20,321 peers)
Coverage in Washington
Delve Holdings, Inc. Employee Stock Ownership Plan covers 231 participants in Washington, about 16% of the average Washington filer (state average ~1,476 per filing). Assets: $14M.
- $14M
- total plan assets (2023 EOY)
- 231
- covered participants
- 65th
- percentile by assets (of 127,072 plans)
- $59,142
- avg assets per participant
The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Delve Holdings, Inc. Employee Stock Ownership Plan sits by total assets
Delve Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,661,824 Top 35% higher than 65% 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
- Delve Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to -$132K in the plan year 2023 filing.
- Delve Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 214 in the plan year 2022 filing to 231 in the plan year 2023 filing.
- Delve Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Delve Holdings, Inc. Employee Stock Ownership Plan reports 231 participants - about 16% of that state average ($14M EOY assets).
Washington filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$132K |
| Employer EIN | 472364366 |
| Plan Effective Date | 2020-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Delve Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 610 | $77M |
| 2023 | 2 | 645 | $87M |
| 2024 | 1 | 240 | $79M |
Nearby ESOP Plans in Washington
Peer ESOP plans, same state, same plan type, ranked by total assets.
Delve Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan $3.0B · 3,694
- Triple B Corporation Employee Stock Ownership Plan $278M · 1,123
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan $183M · 310
- Parametrix, Inc. Employee Stock Ownership Plan $140M · 570
- The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $114M · 183
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Delve Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Mccreary Bancshares, Inc. Employee Stock Ownership Plan (KY) $14M · 66
- Ashworth International, Inc. Employee Stock Ownership Plan (MA) $14M · 134
- Midcon Cables Co. Employee Stock Ownership Plan and Trust Agreement (MO) $14M · 194
- Dean Snyder Construction Employee Stock Ownership Plan (IA) $14M · 204
Frequently Asked Questions
How did Delve Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Delve Holdings, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Delve Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Delve Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Washington. Compare plans
- Delve Holdings, Inc.'s sponsor-wide assets have grown 2.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans