ESOP · DOL Form 5500 · 2022

Aveka Group, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
244
Participants Below avg headcount
70th
Percentile by assets National rank
$54,508
Avg per participant Low balance/head
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Official DOL plan name: Aveka Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Aveka Group, Inc. · Minnesota · Manufacturing

$13M in assets, 244 participants

Aveka Group, Inc.'s Aveka Group, Inc. Employee Stock Ownership Plan and Trust reported $13M in total assets and 244 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,208 in Manufacturing (20,602 peers)

Coverage in Minnesota

Aveka Group, Inc. Employee Stock Ownership Plan and Trust covers 244 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.

#12,208
in Manufacturing (20,602 peers)
+31.7%
assets growth YoY

Aveka Group, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Aveka Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$13,300,000 Top 30% higher than 70% 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

Aveka Group, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aveka Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (244 participants).

Form 5500 schedule snapshot

Filing strip 843129062 · Aveka Group, Inc. PY 2022 · ESOP

Aveka Group, Inc. Employee Stock Ownership Plan and Trust · $13M · 244 · 70th

  • PART $13M
  • TYPE 244
  • NET 70th
  • BOOK ESOP
  • VS-ST near Siddons Martin Employee Stock Ownership Plan
  • BOY ind #12208

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 Minnesota →

Aveka Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Techsmith Employee Stock Ownership PlanTechsmith Employee Stock Own…$13MAveka Group, Inc. Employee Stock Ownership Plan and TrustAveka Group, Inc. Employee S…$13MSiddons Martin Employee Stock Ownership PlanSiddons Martin Employee Stoc…$13MSymmes Maini & Mckee Associates, Inc. Employee Stock Ownership PlanSymmes Maini & Mckee Associa…$13MVroman Systems, Inc. Employee Stock Ownership Plan and TrustVroman Systems, Inc. Employe…$13M
End-of-year total assets ($M) among Aveka Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN843129062
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aveka Group, Inc.)

Sponsor-wide plan assets over time

All Aveka Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 20.314731434412582% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $23.5M $18.8M ▼ -20.3%
Year Plans Participants Total Assets
2022 2 492 $24M
2023 2 505 $21M
2024 2 368 $19M

Nearby ESOP Plans in Minnesota

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

Aveka Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Aveka Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 13.3 · Participants: 244Aveka Group, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Aveka Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Aveka Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Aveka Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Siddons Martin Employee Stock Ownership Plan in TX ($13M); by covered participants it is Globe Engineering Co Inc Employee Stock Ownership Plan and Trust in KS (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Aveka Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Aveka Group, Inc. Employee Stock Ownership Plan and Trust surged - up 31.7% during 2022, from $10M to $13M. Reported net income was $3M.
How have Aveka Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aveka Group, Inc.'s sponsor-wide assets declined 20.3%, from $24M to $19M.
Which ESOP plans are similar in size to Aveka Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Siddons Martin Employee Stock Ownership Plan in TX ($13M, 328 participants).
Which ESOP plans cover a similar participant headcount to Aveka Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Globe Engineering Co Inc Employee Stock Ownership Plan and Trust in KS (244 participants, $133M 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 843129062.

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.