ESOP · DOL Form 5500 · 2024

Infoverity Holding Co. ESOP

Data updated 2026-08-25

$44M
Total assets Below avg plan size
176
Participants Small participant base
83rd
Percentile by assets National rank
$250,448
Avg per participant Above avg balance/head
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Official DOL plan name: Infoverity, Inc. Employee Stock Ownership Plan · Sponsored by Infoverity Holding Co. · Ohio · Professional & Technical Services

$44M in assets, 176 participants

Infoverity Holding Co.'s Infoverity, Inc. Employee Stock Ownership Plan reported $44M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,806 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Infoverity, Inc. Employee Stock Ownership Plan covers 176 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $44M.

#16,806
in Professional & Technical Services (20,173 peers)
-18.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Infoverity, Inc. Employee Stock Ownership Plan's outsized position by total assets

Infoverity, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$44,078,896 Top 17% higher than 83% 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

Infoverity, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Infoverity, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Infoverity, Inc. Employee Stock Ownership Plan reported net income fell from $10M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • Infoverity, Inc. Employee Stock Ownership Plan reported participants rose from 112 in the plan year 2023 filing to 176 in the plan year 2024 filing.
  • Infoverity, Inc. Employee Stock Ownership Plan end-of-year assets fell from $54M in the plan year 2023 filing to $44M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 920512846 · Infoverity Holding Co. PY 2024 · ESOP

Infoverity, Inc. Employee Stock Ownership Plan · $44M · 176 · 83rd

  • NET $44M
  • BOOK 176
  • VS-ST 83rd
  • BOY ESOP
  • SCH near Gcw Holdings, Inc. Employee Stock Ownership Plan
  • EBSA ind #16806

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 Ohio →

Infoverity, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Basden Steel Corp Employee Stock Ownership PlanBasden Steel Corp Employee S…$44MBrph Companies, Inc. Employee Stock Ownership Plan and TrustBrph Companies, Inc. Employe…$44MConsolidated Supply Employee Stock Ownership PlanConsolidated Supply Employee…$44MInfoverity, Inc. Employee Stock Ownership PlanInfoverity, Inc. Employee St…$44MGcw Holdings, Inc. Employee Stock Ownership PlanGcw Holdings, Inc. Employee …$44M
End-of-year total assets ($M) among Infoverity, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$17M
Net Income-$9M
Employer EIN920512846
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infoverity Holding Co.)

Sponsor-wide plan assets over time

All Infoverity Holding Co. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 18.73061414792372% vs 2023
2024 filing year
$40M$45M$50M$55M$60M 20232024 $54.2M $44.1M ▼ -18.7%
Year Plans Participants Total Assets
2023 1 112 $54M
2024 1 176 $44M

Nearby ESOP Plans in Ohio

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

Infoverity, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Infoverity, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.044078896 · Participants: 176Infoverity, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Infoverity, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Infoverity, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Gcw Holdings, Inc. Employee Stock Ownership Plan in NV ($44M); by covered participants it is Kelley Manufacturing Co. Employee Stock Ownership Plan in GA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Infoverity, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Infoverity, Inc. Employee Stock Ownership Plan declined sharply - down 18.7% during 2024, from $54M to $44M. Reported net income was -$9M.
How have Infoverity Holding Co. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Infoverity Holding Co.'s sponsor-wide assets declined 18.7%, from $54M to $44M.
Where does Infoverity, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Infoverity, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Infoverity, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gcw Holdings, Inc. Employee Stock Ownership Plan in NV ($44M, 126 participants).
Which ESOP plans cover a similar participant headcount to Infoverity, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Kelley Manufacturing Co. Employee Stock Ownership Plan in GA (176 participants, $26M 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 920512846.

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.