ESOP · DOL Form 5500 · 2022

R. D. Niven & Associates, Ltd., ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
31
Participants Small participant base
67th
Percentile by assets National rank
$365,514
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Niven Marketing Group Employee Stock Ownership Plan · Sponsored by R. D. Niven & Associates, Ltd., · Illinois · Manufacturing

$11M in assets, 31 participants

R. D. Niven & Associates, Ltd.,'s The Niven Marketing Group Employee Stock Ownership Plan reported $11M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #11,409 in Manufacturing (20,602 peers)

R. D. Niven & Associates, Ltd., multi-year trail

R. D. Niven & Associates, Ltd.,'s plans moved +35.3% in assets from 2022 to 2024; this filing shows The Niven Marketing Group Employee Stock Ownership Plan at $11M / 31 participants.

#11,409
in Manufacturing (20,602 peers)
+6.1%
assets growth YoY

The Niven Marketing Group Employee Stock Ownership Plan's outsized position by total assets

The Niven Marketing Group Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,330,923 Top 33% higher than 67% of 139,123 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 2022

The Niven Marketing Group Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Niven Marketing Group Employee Stock Ownership Plan is a small filing (31 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 860367015 · R. D. Niven & Associates, Ltd., PY 2022 · ESOP

The Niven Marketing Group Employee Stock Ownership Plan · $11M · 31 · 67th

  • PHOTO $11M
  • PHOTO 31
  • PHOTO 67th
  • PHOTO ESOP
  • PHOTO near Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan
  • PHOTO ind #11409

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 Illinois →

The Niven Marketing Group Employee Stock Ownership Plan in the asset neighbourhood

Chris R. Sheridan & Co. Employee Stock Ownership PlanChris R. Sheridan & Co. Empl…$11MLender Consulting Services, Inc. Employee Stock Ownership PlanLender Consulting Services, …$11MThe Niven Marketing Group Employee Stock Ownership PlanThe Niven Marketing Group Em…$11MMcgowan Working Partners Holdings, Inc. Employee Stock Ownership PlanMcgowan Working Partners Hol…$11MInfosight Employee Stock Ownership Plan and TrustInfosight Employee Stock Own…$11M
End-of-year total assets ($M) among The Niven Marketing Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

R. D. Niven & Associates, Ltd., multi-year asset trail

Sponsor-wide plan assets over time

All R. D. Niven & Associates, Ltd., plans reported in each filing year

Latest sponsor-wide plan assets
$15M 35.33140239325605% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.3M $15.3M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 31 $11M
2023 1 34 $13M
2024 1 38 $15M

R. D. Niven & Associates, Ltd., filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$655K
Employer EIN860367015
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

The Niven Marketing Group Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants The Niven Marketing Group Employee Stock Ownership Plan, Total assets ($B): 0.011330923 · Participants: 31The Niven Marketing Group Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
The Niven Marketing Group Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare The Niven Marketing Group Employee Stock Ownership Plan side-by-side with 3 peers →

The Niven Marketing Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan in MS ($11M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Niven Marketing Group Employee Stock Ownership Plan assets move in 2022? ▼
The Niven Marketing Group Employee Stock Ownership Plan grew at a solid clip - up 6.1% during 2022, from $11M to $11M. Reported net income was $655K.
How have R. D. Niven & Associates, Ltd., plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. D. Niven & Associates, Ltd.,'s sponsor-wide assets grew 35.3%, from $11M to $15M.
Which ESOP plans are similar in size to The Niven Marketing Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcgowan Working Partners Holdings, Inc. Employee Stock Ownership Plan in MS ($11M, 101 participants).
Which ESOP plans cover a similar participant headcount to The Niven Marketing Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Econocorp, Inc. Employee Stock Ownership Plan in MA (31 participants, $264K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860367015.

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.