ESOP · DOL Form 5500 · 2024

Servantex Holding Company, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2,561
Participants Above avg headcount: 26th
Percentile by assets National rank: $521
Avg per participant Low balance/head

Official DOL plan name: Servantex Employee Stock Ownership Plan · Sponsored by Servantex Holding Company, Inc. · Indiana · Administrative & Support Services

$1M in assets, 2,561 participants

Servantex Holding Company, Inc.'s Servantex Employee Stock Ownership Plan reported $1M in total assets and 2,561 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#2,162 in Administrative & Support Services (4,368 peers)

Coverage in Indiana

Servantex Employee Stock Ownership Plan covers 2,561 participants in Indiana, 4.7x the typical Indiana plan (state average ~541 per filing). Assets: $1M.

#2,162
in Administrative & Support Services (4,368 peers): -91.5%
assets change YoY

The plan reported a net loss of $86M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Servantex Employee Stock Ownership Plan vs every filed plan by assets

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

$1,334,077 26th percentile higher than 26% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Servantex Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Servantex Employee Stock Ownership Plan lands in the large band (2,561 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 990647662 · Servantex Holding Company, Inc. PY 2024 · ESOP

Servantex Employee Stock Ownership Plan · $1M · 2,561 · 26th

EOY $1M
5500 2,561
ASSETS 26th
PCT ESOP
EIN near Altron Automation Group, Inc. Employee Stock Ownership Plan
RANK ind #2162

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 Indiana →

End-of-year total assets ($M) among Servantex Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	-$70M
Net Income	-$86M
Employer EIN	990647662
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Indiana

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

Servantex Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
Urschel Laboratories Employee Stock Ownership Plan $432M · 509
Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
Ermco, Inc. Employee Stock Ownership Plan $151M · 123

Compare Servantex Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Altron Automation Group, Inc. Employee Stock Ownership Plan in MI ($1M); by covered participants it is Discount Drug Mart, Inc. Employee Stock Ownership Plan in OH (2,509 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Altron Automation Group, Inc. Employee Stock Ownership Plan (MI) $1M · 125
Payless Building Supply Employee Stock Ownership Plan (CA) $1M · 71
Creative Builders, Inc. Employee Stock Ownership Plan (SC) $1M · 89
Distribution Alternatives, Inc. Employee Stock Ownership Plan (MN) $1M · 293

Similar participant headcount

Nearest other-state filings by covered participants (2,561 participants); asset peers above are excluded.

Discount Drug Mart, Inc. Employee Stock Ownership Plan (OH) 2,509 · 52 off
The Cato Corporation Employee Stock Ownership Plan (NC) 2,618 · 57 off
Centimark Corporation Employee Stock Ownership Plan and Trust (PA) 2,444 · 117 off
Employee Stock Ownership Plan of the Bank of New York Company, Inc. (PA) 2,437 · 124 off

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 Servantex Employee Stock Ownership Plan assets move in 2024? ▼

Servantex Employee Stock Ownership Plan contracted severely - down 91.5% during 2024, from $16M to $1M. Reported net income was -$86M.

Which ESOP plans are similar in size to Servantex Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Altron Automation Group, Inc. Employee Stock Ownership Plan in MI ($1M, 125 participants).

Which ESOP plans cover a similar participant headcount to Servantex Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is Discount Drug Mart, Inc. Employee Stock Ownership Plan in OH (2,509 participants, $46M 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 990647662.