DFX Intelligence

Independent Sponsor Intelligence

Market activity

Ownership and acquisition activity

What 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.

Confirmed transaction

1,497

Public transaction evidence identifies the ownership transaction, and usually the buyer. The source URL is on the row.

Likely ownership change

Structural observations on the filing strongly imply ownership changed (the plan sponsor of record became a holding or acquisition vehicle), but no announcement has been found. The rule and its measured precision are on the row.

Company transition

14,571

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.

Unresolved record departure

3,532

The company left the observable Form 5500 universe with no final filing and no successor EIN. Absence is observed; the cause is not, and a late filer can still reappear. Never counted as a transaction.

Not counted as activity.

16,118 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.

Company transition

Final filing, then absent 5,419 Final filing, next year unpublished 4,554 Plan terminated, sponsor continues 2,517 Sponsor EIN changed 598 Sponsor renamed 1,474 HoldCo rename, internal restructure 7 HoldCo rename, same owner 1 Entity conversion 1

30 rows · 4,554 in this view



Oct 1, 2025	Transition	fact	Yoder Industries, Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Aug 1, 2025	Transition	fact	Independent Case Management, Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jul 15, 2025	Transition	fact	ALL in All Home Care	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jun 1, 2025	Transition	fact	Glenn Burdette, Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
May 1, 2025	Transition	fact	Ditron, Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Apr 29, 2025	Transition	fact	Brooks Eye Associates, PLLC	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Apr 1, 2025	Transition	fact	KW Associates, LLC DBA Kw Beverage	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Apr 1, 2025	Transition	fact	Jerry Kelly Heating & Air Conditioning, Inc	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Apr 1, 2025	Transition	fact	Green International Affiliates, Inc	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Apr 1, 2025	Transition	fact	IG Design Group Americas Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Mar 1, 2025	Transition	fact	The Center for Youth and Family Solutions	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Mar 1, 2025	Transition	fact	Crandell Bros. Trucking	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Feb 28, 2025	Transition	fact	Rollins, Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Feb 1, 2025	Transition	fact	Jupiter Warranty Management Company, Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Feb 1, 2025	Transition	fact	W International Sc	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Serra Laser Precision, LLC	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Fred's Heating & Air Conditioning, Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	TWO Girls One Bar LLC	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Robust Intelligence, Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Elevated Estates of Brooksville	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Herizons LLC	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Neal Prasad Corp	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Bailey Industries, Inc.	Final Form 5500 for 2 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Pryes Brewing Company, LLC	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Caribe Holdings (cayman) Co. Ltd Corporation	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	F & S Tool, Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Integral Partners LLC	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	South Orange County Veterinary	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Fleetwatcher LLC	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%
Jan 1, 2025	Transition	fact	Fashion, Inc.	Final Form 5500 for 1 plan(s); the following plan year is not yet on the record	·	80%

Showing 1 to 30 of 4,554Next

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