ESOP · DOL Form 5500 · 2024

Empowered Ventures, Inc. ESOP

Data updated 2026-07-24

$99M
Total assets: 231
Participants: 90th
Percentile by assets: $429,689
Avg per participant

Official DOL plan name: Empowered Ventures, Inc. Employee Stock Ownership Plan · Sponsored by Empowered Ventures, Inc. · Indiana · Management of Enterprises

$99M in assets, 231 participants

Empowered Ventures, Inc.'s Empowered Ventures, Inc. Employee Stock Ownership Plan reported $99M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 116,472 plans)

Coverage in Indiana

Empowered Ventures, Inc. Employee Stock Ownership Plan covers 231 participants in Indiana, about 42% of the average Indiana filer (state average ~555 per filing). Assets: $99M.

$99M
total plan assets (2024 EOY): 231
covered participants: 90th
percentile by assets (of 116,472 plans): $429,689
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Empowered Ventures, Inc. Employee Stock Ownership Plan reported net income fell from $14M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
Empowered Ventures, Inc. Employee Stock Ownership Plan reported participants rose from 146 in the plan year 2023 filing to 231 in the plan year 2024 filing.
Empowered Ventures, Inc. Employee Stock Ownership Plan end-of-year assets rose from $98M in the plan year 2023 filing to $99M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Indiana

Industry

Management of Enterprises

Participants vs Indiana filers

In Indiana, the average filing covers about 555 participants across 2,178 plans. Empowered Ventures, Inc. Employee Stock Ownership Plan reports 231 participants - about 42% of that state average ($99M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$98M
Net Assets (End of Year)	$88M
Net Income	-$2M
Employer EIN	851267873
Plan Effective Date	2010-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Empowered Ventures, Inc.)

Total plan assets by year, all Empowered Ventures, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	249	$90M
2023	2	282	$105M
2024	2	435	$107M

Nearby ESOP Plans in Indiana

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

Empowered Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants

Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
Urschel Laboratories Employee Stock Ownership Plan $432M · 509
Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
Ermco, Inc. Employee Stock Ownership Plan $151M · 123

Compare Empowered Ventures, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Empowered Ventures, Inc. Employee Stock Ownership Plan by total assets, not by location.

Northwest Pump & Equipment Co. Employee Stock Ownership Plan (OR) $99M · 195
Fast Global Solutions, Inc. Employee Stock Ownership Plan (MN) $100M · 435
Thermoflex Corp. Employee Stock Ownership Plan (IL) $100M · 487
Inland Truck Parts Company Employee Stock Ownership Plan and Trust (KS) $98M · 678

Frequently Asked Questions

How did Empowered Ventures, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Empowered Ventures, Inc. Employee Stock Ownership Plan held essentially flat - up 0.8% during 2024, from $98M to $99M. Reported net income was -$2M.

How have Empowered Ventures, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Empowered Ventures, Inc.'s sponsor-wide assets grew 19.7%, from $90M to $107M.

Where does Empowered Ventures, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Empowered Ventures, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Empowered Ventures, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Northwest Pump & Equipment Co. Employee Stock Ownership Plan in OR ($99M, 195 participants).

Next read for Empowered Ventures, Inc. Employee Stock …

Filing takeaways

Ways to act on Empowered Ventures, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Empowered Ventures, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
Empowered Ventures, Inc.'s sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Management of Enterprises 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 851267873.

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.