Ownership and acquisition activityAbout this listWhat changed hands, what probably did, and what moved without a known cause, on the public record of privately held employers.Four classes that are never conflated, and on every row: what changed, the buyer if one is known, whether the line is a fact or an inference, the rule and its measured precision when it is inferred, the source, and when it was last verified.
18,153 rows of activity across the first three classes; 3,532 unresolved departures are listed only when asked for. 1,300 rows name a buyer. The full event tape, every source and every event type, is at Event tape.
A meaningful company or plan transition occurred: a final filing then absence from the record, a final filing whose next year is not yet published, a sponsor rename or EIN change. The economic cause is unresolved and is not asserted.
- plan year 20231 Jan 2023Transition: Sponsor EIN changed
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor EIN changed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240731093205NAL0048106786001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor EIN changed
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor EIN changed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20241015160024NAL0016822467005; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedInductev Inc. (formerly MOMENTUM DYNAMICS CORPORATION 401(K) PLAN)King Of Prussia, PAconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240925140939NAL0026927506001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedOri-Gen Agency Insurance Services, Inc. (formerly THE J. MOREY COMPANY, INC. INSURANCE AGENTS AND BROKERS)Cypress, CAconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20241015160831NAL0030289857001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedBoys and Girls Club of Mercer (formerly REGINALD COLEMAN)Trenton, NJconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240726112313NAL0015345569001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedAurelius Manufacturing, Inc. (formerly AURELIUS MFG CO INC)Braham, MNconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240611094025NAL0013058627001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedEtherio Group, Inc. (formerly MEETING EXPECTATIONS, INC.)Boca Raton, FLconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20241015110253NAL0028141617001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedWellnet Heathcare Administration, Inc. (formerly THE WELLNET HEALTHCARE PLAN, INC.)Trevose, PAconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20241009043902NAL0018685457001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedBoys & Girls Club of the Bay & Lakes Region, Inc. (formerly BOYS & GIRLS CLUB OF GREEN BAY, INC.)Green Bay, WIconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240509112719NAL0029904945003; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedOCD Institute Houston LLC (formerly MCLEAN HOUSTON OCD PROGRAM, LLC)Houston, TXconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20241213114138NAL0028175122001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor EIN changed
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor EIN changed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240918101921NAL0009187538001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedHeat Recovery Innovations, Inc. (formerly FLEXENERGY ENERGY SYSTEMS, INC.)Portsmouth, NHconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240725155629NAL0022931488001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedSPS Health LLC (formerly TRINITY HEALTH CARE SOLUTIONS LL)Milwaukee, WIconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240705100308NAL0013255184001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedEmpire Collateral Loan Co Inc (formerly EMPIRE LOAN OF RI, INC)Boston, MAconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20250225080129NAL0008272003001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor EIN changed
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor EIN changed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20251231141225NAL0019998721001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor EIN changed
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor EIN changed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20251202141131NAL0017453424001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamed
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240722095246NAL0010262209001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamed
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20241010072106NAL0020628353001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedPglb Logistics LLC (formerly PRIME GLOBAL LOGISTICS LLC)Oxford, NJconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240723093222NAL0006479267001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedSaint Street Holdings, Inc. (formerly B&B HOLDINGS GROUP, INC.)Carmel, INconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240603151646NAL0037958946001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedForest Dental Partners, LLC (formerly GEORGE NAMAY, JR., D.D.S., LLC)Perrysburg, OHconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240814135235NAL0011825025001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedEnteroptyx, Inc. (formerly GRACE MEDICAL GROUP INC.)Memphis, TNconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240730071232NAL0043073826001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedNidec Instruments (america) Corporation (formerly NIDEC SANKYO AMERICA CORPORATION)Shelbyville, INconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240719144416NAL0011399328001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedRespect Together (formerly PENNSYLVANIA COALITION AGAINST RAPE)Harrisburg, PAconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240726135354NAL0016086017001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamed
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20241015103108NAL0014402867001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedLouisiana Fire Extinguisher in (formerly SARAH GRACE BROOKS, KRISTINA F)Baton Rouge, LAconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240506093123NAL0040516880001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor EIN changed
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor EIN changed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20241002105332NAL0014823296001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor EIN changed
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor EIN changed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20241015160315NAL0058604706001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor renamedDirect Drive Companies Inc. (formerly LARSON LEGACY GROUP, INC.)Milwaukee, WIconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor renamed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240627130957NAL0011202145001; Plan year: 2023-01-01
- plan year 20231 Jan 2023Transition: Sponsor EIN changedNovatech Entry Doors LLC (formerly RSL LLC)Egg Harbor Township, NJconfidence 90%DOL EFAST2 Form 5500 datasets
Evidence
- Class
- Company transition
- Sub-rule
- Sponsor EIN changed
- Last verified
- 2026-09-12
- Evidence
- Ack id: 20240321081113NAL0004256385001; Plan year: 2023-01-01
Most important first: ranked by the class of change, how recent it is, the evidence and its confidence, with one company's rows on one day folded into one line.
Tell us your two sectors. Every Monday: every deal announced in them, the buyer, the company and the capital named on it, and the ownership changes DFX read out of the filings.
Capital provider? The lender edition leads with the sponsors that closed in your sectors and who financed each one.