ESOP · DOL Form 5500 · 2024

Simventions, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
369
Participants Below avg headcount
75th
Percentile by assets National rank
$68,578
Avg per participant Below avg balance/head
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Official DOL plan name: Simventions, Inc. Employee Stock Ownership Plan · Sponsored by Simventions, Inc. · Virginia · Professional & Technical Services

$25M in assets, 369 participants

Simventions, Inc.'s Simventions, Inc. Employee Stock Ownership Plan reported $25M in total assets and 369 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,003 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Simventions, Inc. Employee Stock Ownership Plan covers 369 participants in Virginia, about 47% of the average Virginia filer (state average ~782 per filing). Assets: $25M.

#15,003
in Professional & Technical Services (20,173 peers)
+35.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Simventions, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$25,305,369 Top 25% higher than 75% 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

Simventions, Inc. Employee Stock Ownership Plan 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. Simventions, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Simventions, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Simventions, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Simventions, Inc. Employee Stock Ownership Plan reported participants rose from 333 in the plan year 2023 filing to 369 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 541992646 · Simventions, Inc. PY 2024 · ESOP

Simventions, Inc. Employee Stock Ownership Plan · $25M · 369 · 75th

  • ASSETS $25M
  • ASSETS 369
  • ASSETS 75th
  • ASSETS ESOP
  • ASSETS near G. E. Tignall and Co, Inc. Employee Stock Ownership Plan
  • ASSETS ind #15003

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 Virginia →

Simventions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

G. E. Tignall and Co, Inc. Employee Stock Ownership PlanG. E. Tignall and Co, Inc. E…$25MStephens & Smith Construction Co. , Inc. Employee Stock Ownership PlanStephens & Smith Constructio…$25MToc Employee Stock Ownership PlanToc Employee Stock Ownership…$25MMedler Electric Company Employee Stock Ownership Plan and TrustMedler Electric Company Empl…$25MSimventions, Inc. Employee Stock Ownership PlanSimventions, Inc. Employee S…$25M
End-of-year total assets ($M) among Simventions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income$7M
Employer EIN541992646
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simventions, Inc.)

Sponsor-wide plan assets over time

All Simventions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 68.08056493867846% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $49.4M $83.1M ▲ +68.1%
Year Plans Participants Total Assets
2022 2 620 $49M
2023 2 663 $66M
2024 2 738 $83M

Nearby ESOP Plans in Virginia

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

Simventions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Simventions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.025305369 · Participants: 369Simventions, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Simventions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Simventions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is G. E. Tignall and Co, Inc. Employee Stock Ownership Plan in MD ($25M); by covered participants it is Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan in WI (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Simventions, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Simventions, Inc. Employee Stock Ownership Plan surged - up 35.8% during 2024, from $19M to $25M. Reported net income was $7M.
How have Simventions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simventions, Inc.'s sponsor-wide assets grew 68.1%, from $49M to $83M.
Where does Simventions, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Simventions, Inc. Employee Stock Ownership Plan ranks in the 75th 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 Simventions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is G. E. Tignall and Co, Inc. Employee Stock Ownership Plan in MD ($25M, 73 participants).
Which ESOP plans cover a similar participant headcount to Simventions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Extreme Engineering Solutions, Inc. Employee Stock Ownership Plan in WI (368 participants, $291M 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 541992646.

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.