ESOP · DOL Form 5500 · 2024

Valenti-Held Contractor/Developer, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
60
Participants Small participant base
71st
Percentile by assets National rank
$344,693
Avg per participant High balance/head
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Official DOL plan name: Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan · Sponsored by Valenti-Held Contractor/Developer, Inc. · Indiana · Construction

$21M in assets, 60 participants

Valenti-Held Contractor/Developer, Inc.'s Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan reported $21M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,305 in Construction (9,039 peers)

Valenti-Held Contractor/Developer, Inc. multi-year trail

Valenti-Held Contractor/Developer, Inc.'s plans moved +77.0% in assets from 2022 to 2024; this filing shows Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan at $21M / 60 participants.

#6,305
in Construction (9,039 peers)
+0.0%
assets growth YoY

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan's outsized position by total assets

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,681,592 Top 29% higher than 71% 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

Valenti-Held Contractor/Developer, Inc. 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. Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2023 filing to $208K in the plan year 2024 filing.
  • Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351457294 · Valenti-Held Contractor/Developer, Inc. PY 2024 · ESOP

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan · $21M · 60 · 71st

  • 5500 $21M
  • 5500 60
  • 5500 71st
  • 5500 ESOP
  • 5500 near Speer Industries Employee Stock Ownership Plan
  • 5500 ind #6305

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 →

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Hartwell Corporation Employee Stock Ownership PlanThe Hartwell Corporation Emp…$21MDwg, Inc. Consulting Engineers Employee Stock Ownership PlanDwg, Inc. Consulting Enginee…$21MSpeer Industries Employee Stock Ownership PlanSpeer Industries Employee St…$21MValenti-Held Contractor/Developer, Inc. Employee Stock Ownership PlanValenti-Held Contractor/Deve…$21MBradsby Group Employee Stock Ownership PlanBradsby Group Employee Stock…$21M
End-of-year total assets ($M) among Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Valenti-Held Contractor/Developer, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Valenti-Held Contractor/Developer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 77.04714262086989% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.7M $20.7M ▲ +77.1%
Year Plans Participants Total Assets
2022 1 61 $12M
2023 1 56 $21M
2024 1 60 $21M

Valenti-Held Contractor/Developer, Inc. filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$14M
Net Income$208K
Employer EIN351457294
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020681592 · Participants: 60Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Speer Industries Employee Stock Ownership Plan in OH ($21M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $21M to $21M. Reported net income was $208K.
How have Valenti-Held Contractor/Developer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valenti-Held Contractor/Developer, Inc.'s sponsor-wide assets grew 77.0%, from $12M to $21M.
Which ESOP plans are similar in size to Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Speer Industries Employee Stock Ownership Plan in OH ($21M, 33 participants).
Which ESOP plans cover a similar participant headcount to Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants, $7M 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 351457294.

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.