ESOP · DOL Form 5500 · 2024

Venture Projects, Inc. D/B/a Concept Services ESOP

Data updated 2026-08-11

$12M
Total assets
72
Participants
60th
Percentile by assets
$169,218
Avg per participant
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Official DOL plan name: Concept Services Employee Stock Ownership Plan · Sponsored by Venture Projects, Inc. D/B/a Concept Services · Texas · Wholesale Trade

$12M in assets, 72 participants

Venture Projects, Inc. D/B/a Concept Services's Concept Services Employee Stock Ownership Plan reported $12M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • 60th percentile by assets (of 123,622 plans)
  • #3,156 in Wholesale Trade (6,080 peers)

Venture Projects, Inc. D/B/a Concept Services multi-year trail

Venture Projects, Inc. D/B/a Concept Services's plans moved +154.3% in assets from 2022 to 2024; this filing shows Concept Services Employee Stock Ownership Plan at $12M / 72 participants.

$12M
total plan assets (2024 EOY)
72
covered participants
60th
percentile by assets (of 123,622 plans)
$169,218
avg assets per participant

Where Concept Services Employee Stock Ownership Plan sits by total assets

Concept Services Employee Stock Ownership Plan vs every filed plan by assets

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

$12,183,700 Top 40% higher than 60% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concept Services Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $8K in the plan year 2024 filing.
  • Concept Services Employee Stock Ownership Plan reported participants rose from 70 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Texas
Industry
Wholesale Trade

Venture Projects, Inc. D/B/a Concept Services across 3 plan years on file

Across the 3 plan years Venture Projects, Inc. D/B/a Concept Services has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $12M, a gain of 154.3%, while reported participants moved from 56 to 72 (+28.6%). Peak year by sponsor assets: 2023 ($12M); trough: 2022 ($5M).

Venture Projects, Inc. D/B/a Concept Services multi-year asset trail

$0M$5M$10M$15M 202220232024 $4.79M $12.2M ▲ +154.3%
Total plan assets by year, all Venture Projects, Inc. D/B/a Concept Services plans on file
Year Plans Participants Total Assets
2022 1 56 $5M
2023 1 70 $12M
2024 1 72 $12M

Venture Projects, Inc. D/B/a Concept Services filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$8K
Employer EIN742311051
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Concept Services Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Concept Services Emp…, Total assets ($B): 0.0121837 · Participants: 72Concept Services Emp…Sammons Enterprises,…, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Emplo…Austin Industries Em…, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Em…Lja Engineering, Inc…, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc…Air Tractor Holdings…, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings…
Concept Services Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Concept Services Employee Stock Ownershi… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

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

Frequently Asked Questions

How did Concept Services Employee Stock Ownership Plan assets move in 2024? ▼
Concept Services Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $12M to $12M. Reported net income was $8K.
How have Venture Projects, Inc. D/B/a Concept Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Venture Projects, Inc. D/B/a Concept Services's sponsor-wide assets grew 154.3%, from $5M to $12M.
Which ESOP plans are similar in size to Concept Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Quattrocchi Kwok Architects, Inc. Employee Stock Ownership Plan in CA ($12M, 72 participants).

Next read for Concept Services Employee Stock Ownershi…

Multi-year trail

Ways to act on Concept Services Employee Stock Ownership Plan's numbers.

  • By total assets, Concept Services Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
  • Venture Projects, Inc. D/B/a Concept Services's sponsor-wide assets have grown 154.3% since 2022 across 3 plan years on file. More Wholesale Trade 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 742311051.

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.