ESOP · DOL Form 5500 · 2024

Infoworks, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
108
Participants Small participant base
77th
Percentile by assets National rank
$276,543
Avg per participant High balance/head
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Official DOL plan name: Infoworks Employee Stock Ownership Plan and Trust · Sponsored by Infoworks, Inc. · Tennessee · Professional & Technical Services

$30M in assets, 108 participants

Infoworks, Inc.'s Infoworks Employee Stock Ownership Plan and Trust reported $30M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,578 in Professional & Technical Services (20,173 peers)

Coverage in Tennessee

Infoworks Employee Stock Ownership Plan and Trust covers 108 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $30M.

#15,578
in Professional & Technical Services (20,173 peers)
-2.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

Infoworks Employee Stock Ownership Plan and Trust's outsized position by total assets

Infoworks Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$29,866,681 Top 23% higher than 77% 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

Infoworks Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Infoworks Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Infoworks Employee Stock Ownership Plan and Trust reported net income rose from -$8M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Infoworks Employee Stock Ownership Plan and Trust end-of-year assets fell from $31M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Infoworks Employee Stock Ownership Plan and Trust reported participants rose from 106 in the plan year 2023 filing to 108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 621669899 · Infoworks, Inc. PY 2024 · ESOP

Infoworks Employee Stock Ownership Plan and Trust · $30M · 108 · 77th

  • VS-ST $30M
  • VS-ST 108
  • VS-ST 77th
  • VS-ST ESOP
  • VS-ST near Southern Tier Insulation Employee Stock Ownership Plan
  • VS-ST ind #15578

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 Tennessee →

Infoworks Employee Stock Ownership Plan and Trust in the asset neighbourhood

Votaw Electric, Inc., Employee Stock Ownership PlanVotaw Electric, Inc., Employ…$30MHarken, Inc. Employee Stock Ownership PlanHarken, Inc. Employee Stock …$30MWindow Technology, Inc. Employee Stock Ownership PlanWindow Technology, Inc. Empl…$30MInfoworks Employee Stock Ownership Plan and TrustInfoworks Employee Stock Own…$30MSouthern Tier Insulation Employee Stock Ownership PlanSouthern Tier Insulation Emp…$30M
End-of-year total assets ($M) among Infoworks Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN621669899
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infoworks, Inc.)

Sponsor-wide plan assets over time

All Infoworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 6.937433423384574% vs 2022
2024 filing year
$41M$42M$43M$44M$45M 202220232024 $41.6M $44.5M ▲ +6.9%
Year Plans Participants Total Assets
2022 2 193 $42M
2023 2 214 $42M
2024 2 214 $45M

Nearby ESOP Plans in Tennessee

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

Infoworks Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Infoworks Employee Stock Ownership Plan and Trust, Total assets ($M): 29.866681 · Participants: 108Infoworks Employee Stock Ownership Plan and TrustBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 470.413823 · Participants: 403Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.006343 · Participants: 201Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 168.305927 · Participants: 1385National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.44577 · Participants: 5153ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 116.245191 · Participants: 507Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Infoworks Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Infoworks Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest ESOP by assets is Southern Tier Insulation Employee Stock Ownership Plan in NY ($30M); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Infoworks Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Infoworks Employee Stock Ownership Plan and Trust edged down modestly - down 2.4% during 2024, from $31M to $30M. Reported net income was $1M.
How have Infoworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infoworks, Inc.'s sponsor-wide assets grew 6.9%, from $42M to $45M.
Where does Infoworks Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Infoworks Employee Stock Ownership Plan and Trust ranks in the 77th percentile by end-of-year assets among 123,622 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 Infoworks Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Southern Tier Insulation Employee Stock Ownership Plan in NY ($30M, 73 participants).
Which ESOP plans cover a similar participant headcount to Infoworks Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Employees Stock Ownership Plan in MO (108 participants, $3M 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 621669899.

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.