ESOP · DOL Form 5500 · 2024

Evolve Technology Holdings, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
34
Participants Small participant base
45th
Percentile by assets National rank
$171,151
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Evolve Technology Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Evolve Technology Holdings, Inc. · Florida · Information & Media

$6M in assets, 34 participants

Evolve Technology Holdings, Inc.'s Evolve Technology Holdings, Inc. Employee Stock Ownership Plan reported $6M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #797 in Information & Media (2,822 peers)

What the 2024 filing shows

Evolve Technology Holdings, Inc. Employee Stock Ownership Plan holds $6M for 34 participants - about $171,151 per participant, in the lower half of filed plans by assets.

#797
in Information & Media (2,822 peers)
+2.4%
assets growth YoY

Evolve Technology Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Information & Media and all filers

Evolve Technology Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,819,141 45th percentile higher than 45% 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

Evolve Technology Holdings, 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. Evolve Technology Holdings, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Evolve Technology Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$6M in the plan year 2023 filing to $437K in the plan year 2024 filing.
  • Evolve Technology Holdings, Inc. Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2023 filing to 34 in the plan year 2024 filing.
  • Evolve Technology Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 850630284 · Evolve Technology Holdings, Inc. PY 2024 · ESOP

Evolve Technology Holdings, Inc. Employee Stock Ownership Plan · $6M · 34 · 45th

  • EBSA $6M
  • PART 34
  • TYPE 45th
  • NET ESOP
  • BOOK near Ecigroup Employee Stock Ownership Plan
  • VS-ST ind #797

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 Florida →

Evolve Technology Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cooper Carry, Inc Employee Stock Ownership PlanCooper Carry, Inc Employee S…$6MEvolve Technology Holdings, Inc. Employee Stock Ownership PlanEvolve Technology Holdings, …$6MEcigroup Employee Stock Ownership PlanEcigroup Employee Stock Owne…$6MMpb Employee Stock Ownership PlanMpb Employee Stock Ownership…$6MAloha Shoyu Company, Limited Employee Stock Ownership PlanAloha Shoyu Company, Limited…$6M
End-of-year total assets ($M) among Evolve Technology Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$5M
Net Income$437K
Employer EIN850630284
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Evolve Technology Holdings, Inc.)

Sponsor-wide plan assets over time

All Evolve Technology Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 2.3548070942703805% vs 2023
2024 filing year
$5.65M$5.7M$5.75M$5.8M$5.85M 20232024 $5.69M $5.82M ▲ +2.3%
Year Plans Participants Total Assets
2023 1 N/A $6M
2024 1 34 $6M

Nearby ESOP Plans in Florida

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

Evolve Technology Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Evolve Technology Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005819141 · Participants: 34Evolve Technology Holdings, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Evolve Technology Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Evolve Technology Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Florida, the nearest ESOP by assets is Ecigroup Employee Stock Ownership Plan in PA ($6M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Evolve Technology Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Evolve Technology Holdings, Inc. Employee Stock Ownership Plan edged up modestly - up 2.4% during 2024, from $6M to $6M. Reported net income was $437K.
How have Evolve Technology Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Evolve Technology Holdings, Inc.'s sponsor-wide assets grew 2.4%, from $6M to $6M.
Which ESOP plans are similar in size to Evolve Technology Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ecigroup Employee Stock Ownership Plan in PA ($6M, 178 participants).
Which ESOP plans cover a similar participant headcount to Evolve Technology Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants, N/A 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 850630284.

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.