ESOP · DOL Form 5500 · 2022

Rli Corp. ESOP

Data updated 2026-08-25

$342M
Total assets Above avg plan size
826
Participants Near avg headcount
97th
Percentile by assets National rank
$413,676
Avg per participant High balance/head
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Official DOL plan name: Rli Corp. Employee Stock Ownership Plan · Sponsored by Rli Corp. · Illinois · Finance & Insurance

$342M in assets, 826 participants

Rli Corp.'s Rli Corp. Employee Stock Ownership Plan reported $342M in total assets and 826 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,788 in Finance & Insurance (9,261 peers)

Where Rli Corp. Employee Stock Ownership Plan sits by assets

Rli Corp. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $342M for 826 participants (~$413,676/participant), up 18.3% in 2022.

#8,788
in Finance & Insurance (9,261 peers)
+18.3%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Rli Corp. Employee Stock Ownership Plan's outsized position by total assets

Rli Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$341,695,997 Top 3% higher than 97% 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

Rli Corp. Employee Stock Ownership Plan 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. Rli Corp. Employee Stock Ownership Plan sits mid-pack in the medium band (826 participants).

DOL schedule card

Filing strip 370889946 · Rli Corp. PY 2022 · ESOP

Rli Corp. Employee Stock Ownership Plan · $342M · 826 · 97th

  • PCT $342M
  • EIN 826
  • RANK 97th
  • PHOTO ESOP
  • IND near Verde Holdings, Inc. Employee Stock Ownership Plan
  • EOY ind #8788

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 →

Rli Corp. Employee Stock Ownership Plan in the asset neighbourhood

Golden Hippo Employee Stock Ownership PlanGolden Hippo Employee Stock …$350MBetenbough Companies Employee Stock Ownership PlanBetenbough Companies Employe…$349MRli Corp. Employee Stock Ownership PlanRli Corp. Employee Stock Own…$342MVerde Holdings, Inc. Employee Stock Ownership PlanVerde Holdings, Inc. Employe…$340MCentral States Manufacturing, Inc. Employee Stock Ownership PlanCentral States Manufacturing…$337M
End-of-year total assets ($M) among Rli Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$289M
Net Assets (End of Year)$342M
Net Income$54M
Employer EIN370889946
Plan Effective Date1972-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rli Corp.)

Sponsor-wide plan assets over time

All Rli Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$769M 25.958666296304862% vs 2022
2024 filing year
$550M$600M$650M$700M$750M$800M 202220232024 $610M $769M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 1,711 $610M
2023 2 1,880 $658M
2024 2 2,070 $769M

Nearby ESOP Plans in Illinois

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

Rli Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 01234 Total assets ($B) Participants Rli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. 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 PlanParksite Inc. Employee Stock Ownership Plan, Total assets ($B): 0.27784711 · Participants: 642Parksite Inc. Employee Stock Ownership Plan
Rli Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Rli Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Verde Holdings, Inc. Employee Stock Ownership Plan in TX ($340M); by covered participants it is Swca, Inc Employee Stock Ownership Plan and Trust in AZ (826 participants). Same-state nearby plans are listed separately above.

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 Rli Corp. Employee Stock Ownership Plan assets move in 2022? ▼
Rli Corp. Employee Stock Ownership Plan grew sharply - up 18.3% during 2022, from $289M to $342M. Reported net income was $54M.
How have Rli Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rli Corp.'s sponsor-wide assets grew 26.0%, from $610M to $769M.
Where does Rli Corp. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rli Corp. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Rli Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Verde Holdings, Inc. Employee Stock Ownership Plan in TX ($340M, 486 participants).
Which ESOP plans cover a similar participant headcount to Rli Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Swca, Inc Employee Stock Ownership Plan and Trust in AZ (826 participants, $75M in assets).