ESOP · DOL Form 5500 · 2024

Saw Ventures, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
38
Participants Small participant base
49th
Percentile by assets National rank
$187,828
Avg per participant Above avg balance/head
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Official DOL plan name: Saw Ventures, Inc. Employee Stock Ownership Plan · Sponsored by Saw Ventures, Inc. · Indiana · Finance & Insurance

$7M in assets, 38 participants

Saw Ventures, Inc.'s Saw Ventures, Inc. Employee Stock Ownership Plan reported $7M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,857 in Finance & Insurance (8,549 peers)

Saw Ventures, Inc. multi-year trail

Saw Ventures, Inc.'s plans moved +83.5% in assets from 2022 to 2024; this filing shows Saw Ventures, Inc. Employee Stock Ownership Plan at $7M / 38 participants.

#2,857
in Finance & Insurance (8,549 peers)
+19.4%
assets growth YoY

Saw Ventures, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Saw Ventures, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,137,445 49th percentile higher than 49% 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

Saw Ventures, 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. Saw Ventures, Inc. Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Saw Ventures, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Saw Ventures, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Saw Ventures, Inc. Employee Stock Ownership Plan reported participants rose from 37 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 873024100 · Saw Ventures, Inc. PY 2024 · ESOP

Saw Ventures, Inc. Employee Stock Ownership Plan · $7M · 38 · 49th

  • EIN $7M
  • RANK 38
  • PHOTO 49th
  • IND ESOP
  • EOY near Rapp Petroleum Employee Stock Ownership Plan
  • 5500 ind #2857

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 →

Saw Ventures, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Superior Group, Inc. Money Purchase PlanThe Superior Group, Inc. Mon…$7MMatern Professional Engineering Inc Employee Stock Ownership PlanMatern Professional Engineer…$7MSaw Ventures, Inc. Employee Stock Ownership PlanSaw Ventures, Inc. Employee …$7MRapp Petroleum Employee Stock Ownership PlanRapp Petroleum Employee Stoc…$7MProfessional Risk Associates, Inc. Employee Stock Ownership PlanProfessional Risk Associates…$7M
End-of-year total assets ($M) among Saw Ventures, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Saw Ventures, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Saw Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 83.4818766066838% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.89M $7.14M ▲ +83.5%
Year Plans Participants Total Assets
2022 1 36 $4M
2023 1 37 $6M
2024 1 38 $7M

Saw Ventures, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$7M
Net Income$1M
Employer EIN873024100
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Saw Ventures, 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 ($B) Participants Saw Ventures, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007137445 · Participants: 38Saw Ventures, 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
Saw Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Saw Ventures, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Saw Ventures, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Rapp Petroleum Employee Stock Ownership Plan in NY ($7M); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Saw Ventures, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Saw Ventures, Inc. Employee Stock Ownership Plan grew sharply - up 19.4% during 2024, from $6M to $7M. Reported net income was $1M.
How have Saw Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saw Ventures, Inc.'s sponsor-wide assets grew 83.5%, from $4M to $7M.
Which ESOP plans are similar in size to Saw Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rapp Petroleum Employee Stock Ownership Plan in NY ($7M, 119 participants).
Which ESOP plans cover a similar participant headcount to Saw Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foresight Bank Employee Stock Ownership Plan in MN (38 participants, $6M 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 873024100.

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.