ESOP · DOL Form 5500 · 2024

Venn Strategies Employee Stock Ownership Plan ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
42
Participants Small participant base
29th
Percentile by assets National rank
$44,013
Avg per participant Low balance/head
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Official DOL plan name: Venn Strategies Employee Stock Ownership Plan · Sponsored by Venn Strategies Employee Stock Ownership Plan · District of Columbia · Other Services

$2M in assets, 42 participants

Venn Strategies Employee Stock Ownership Plan's Venn Strategies Employee Stock Ownership Plan reported $2M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,099 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Venn Strategies Employee Stock Ownership Plan ranks #4,099 of 7,719 2024 filers by assets (1086% of the sector average)-$2M for 42 participants.

#4,099
in Other Services (7,719 peers)
+42.5%
assets growth YoY

Venn Strategies Employee Stock Ownership Plan among the smaller filed plans by assets

Venn Strategies Employee Stock Ownership Plan vs every filed plan by assets

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

$1,848,534 29th percentile higher than 29% 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

Venn Strategies 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. Venn Strategies Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Venn Strategies 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.
  • Venn Strategies Employee Stock Ownership Plan reported net income rose from $432K in the plan year 2023 filing to $602K in the plan year 2024 filing.
  • Venn Strategies Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 522318387 · Venn Strategies Employee Stock Ownership Plan PY 2024 · ESOP

Venn Strategies Employee Stock Ownership Plan · $2M · 42 · 29th

  • SCH $2M
  • SCH 42
  • SCH 29th
  • SCH ESOP
  • SCH near Berardi + Partners Employee Stock Ownership Plan
  • SCH ind #4099

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 District of Columbia →

Venn Strategies Employee Stock Ownership Plan in the asset neighbourhood

Venn Strategies Employee Stock Ownership PlanVenn Strategies Employee Sto…$2MBerardi + Partners Employee Stock Ownership PlanBerardi + Partners Employee …$2MEla Group, Inc. Employee Stock Ownership PlanEla Group, Inc. Employee Sto…$2MDekker Employee Stock Ownership PlanDekker Employee Stock Owners…$2MHines Pool & Spa, Inc. Employee Stock Ownership PlanHines Pool & Spa, Inc. Emplo…$2M
End-of-year total assets ($M) among Venn Strategies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$602K
Employer EIN522318387
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Venn Strategies Employee Stock Ownership Plan)

Sponsor-wide plan assets over time

All Venn Strategies Employee Stock Ownership Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2M 113.65024878209462% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.87M $1.85M ▲ +112.6%
Year Plans Participants Total Assets
2022 1 42 $865K
2023 1 39 $1M
2024 1 42 $2M

Nearby ESOP Plans in District of Columbia

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

Venn Strategies Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -50050100150200 Total assets ($M) Participants Venn Strategies Employee Stock Ownership Plan, Total assets ($M): 1.848534 · Participants: 42Venn Strategies Employee Stock Ownership PlanChemonics International, Inc. Employee Stock Ownership Plan, Total assets ($M): 181.003524 · Participants: 2321Chemonics International, Inc. Employee Stock Ownership PlanCornerstone Government Affairs, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.322141 · Participants: 126Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.813899 · Participants: 34Hager Sharp, Inc. Employee Stock Ownership PlanRational 360 Employee Stock Ownership Plan, Total assets ($M): 10.9068 · Participants: 60Rational 360 Employee Stock Ownership PlanTech-Marine Business, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.267121 · Participants: 144Tech-Marine Business, Inc. Employee Stock Ownership Plan
Venn Strategies Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants
Compare Venn Strategies Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest ESOP by assets is Berardi + Partners Employee Stock Ownership Plan in OH ($2M); by covered participants it is Sdg Architects, Inc. ESOP in CA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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.

Frequently Asked Questions

How did Venn Strategies Employee Stock Ownership Plan assets move in 2024? ▼
Venn Strategies Employee Stock Ownership Plan surged - up 42.5% during 2024, from $1M to $2M. Reported net income was $602K.
How have Venn Strategies Employee Stock Ownership Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venn Strategies Employee Stock Ownership Plan's sponsor-wide assets grew 113.7%, from $865K to $2M.
Which ESOP plans are similar in size to Venn Strategies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Berardi + Partners Employee Stock Ownership Plan in OH ($2M, 54 participants).
Which ESOP plans cover a similar participant headcount to Venn Strategies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sdg Architects, Inc. ESOP in CA (42 participants, $4M 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 522318387.

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.