ESOP · DOL Form 5500 · 2024

Empowered Ventures, Inc. ESOP

Data updated 2026-08-25

$99M
Total assets Below avg plan size
231
Participants Below avg headcount
90th
Percentile by assets National rank
$429,689
Avg per participant High balance/head
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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.

  • #865 in Management of Enterprises (1,133 peers)

Coverage in Indiana

Empowered Ventures, Inc. Employee Stock Ownership Plan covers 231 participants in Indiana, about 43% of the average Indiana filer (state average ~541 per filing). Assets: $99M.

#865
in Management of Enterprises (1,133 peers)
+0.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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's outsized position by total assets

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

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

$99,258,068 Top 10% higher than 90% 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

Empowered Ventures, 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. Empowered Ventures, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 851267873 · Empowered Ventures, Inc. PY 2024 · ESOP

Empowered Ventures, Inc. Employee Stock Ownership Plan · $99M · 231 · 90th

  • RANK $99M
  • RANK 231
  • RANK 90th
  • RANK ESOP
  • RANK near Northwest Pump & Equipment Co. Employee Stock Ownership Plan
  • RANK ind #865

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 →

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

Thermoflex Corp. Employee Stock Ownership PlanThermoflex Corp. Employee St…$100MFast Global Solutions, Inc. Employee Stock Ownership PlanFast Global Solutions, Inc. …$100MNorthwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment C…$99MEmpowered Ventures, Inc. Employee Stock Ownership PlanEmpowered Ventures, Inc. Emp…$99MAssociated Lighting Representatives, Inc. Employee Stock Ownership Plan and TrustAssociated Lighting Represen…$99M
End-of-year total assets ($M) among Empowered Ventures, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$88M
Net Income-$2M
Employer EIN851267873
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Empowered Ventures, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$107M 19.66051784173097% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $89.6M $107M ▲ +19.7%
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 Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Empowered Ventures, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.099258068 · Participants: 231Empowered 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
Empowered Ventures, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Empowered Ventures, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Northwest Pump & Equipment Co. Employee Stock Ownership Plan in OR ($99M); by covered participants it is Fema Corporation Employee Stock Ownership Plan in MI (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Empowered Ventures, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fema Corporation Employee Stock Ownership Plan in MI (231 participants, $51M 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 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.