ESOP · DOL Form 5500 · 2024

Infoverity Holding Co. ESOP

Data updated 2026-07-24

$44M
Total assets: 176
Participants: 83rd
Percentile by assets: $250,448
Avg per participant

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.

83rd percentile by assets (of 116,472 plans)

Coverage in Ohio

Infoverity, Inc. Employee Stock Ownership Plan covers 176 participants in Ohio, about 22% of the average Ohio filer (state average ~787 per filing). Assets: $44M.

$44M
total plan assets (2024 EOY): 176
covered participants: 83rd
percentile by assets (of 116,472 plans): $250,448
avg assets per participant

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 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 →

State

Ohio

Industry

Professional & Technical Services

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. Infoverity, Inc. Employee Stock Ownership Plan reports 176 participants - about 22% of that state average ($44M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$54M
Net Assets (End of Year)	$17M
Net Income	-$9M
Employer EIN	920512846
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Infoverity Holding Co.)

Total plan assets by year, all Infoverity Holding Co. plans on file

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

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Allied Mineral Products Employee Stock Ownership Plan $404M · 606

Compare Infoverity, Inc. Employee Stock Ownershi… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Infoverity, Inc. Employee Stock Ownership Plan by total assets, not by location.

Gcw Holdings, Inc. Employee Stock Ownership Plan (NV) $44M · 126
Consolidated Supply Employee Stock Ownership Plan (NE) $44M · 336
Brph Companies, Inc. Employee Stock Ownership Plan and Trust (FL) $44M · 288
Basden Steel Corp Employee Stock Ownership Plan (TX) $44M · 527

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 116,472 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).

Next read for Infoverity, Inc. Employee Stock Ownershi…

Filing takeaways

Ways to act on Infoverity, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Infoverity, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
Infoverity Holding Co.'s sponsor-wide assets have declined 18.7% since 2023 across 2 plan years on file. More Professional & Technical Services plans

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.