ESOP · DOL Form 5500 · 2022

Aptura Group, Inc. ESOP

Data updated 2026-08-11

$30M
Total assets
251
Participants
83rd
Percentile by assets
$120,520
Avg per participant
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Official DOL plan name: Aptura Employee Stock Ownership Plan · Sponsored by Aptura Group, Inc. · Indiana · Wholesale Trade

$30M in assets, 251 participants

Aptura Group, Inc.'s Aptura Employee Stock Ownership Plan reported $30M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 139,126 plans)
  • #5,650 in Wholesale Trade (6,843 peers)

Coverage in Indiana

Aptura Employee Stock Ownership Plan covers 251 participants in Indiana, about 46% of the average Indiana filer (state average ~541 per filing). Assets: $30M.

$30M
total plan assets (2022 EOY)
251
covered participants
83rd
percentile by assets (of 139,126 plans)
$120,520
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Aptura Employee Stock Ownership Plan sits by total assets

Aptura Employee Stock Ownership Plan vs every filed plan by assets

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

$30,250,403 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Indiana
Industry
Wholesale Trade

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Aptura Employee Stock Ownership Plan reports 251 participants - about 46% of that state average ($30M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$30M
Net Income-$1M
Employer EIN870850201
Plan Effective Date2021-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aptura Group, Inc.)

$35M$40M$45M$50M$55M 202220232024 $38.7M $51.9M ▲ +33.9%
Total plan assets by year, all Aptura Group, Inc. plans on file
Year Plans Participants Total Assets
2022 2 513 $39M
2023 2 555 $46M
2024 2 618 $52M

Nearby ESOP Plans in Indiana

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

Aptura Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.52 Total assets ($B) Participants Aptura Employee Stoc…, Total assets ($B): 0.030250403 · Participants: 251Aptura Employee Stoc…Jasper Holdings, Inc…, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc…Urschel Laboratories…, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories…Nibco Inc. Employee …, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee …Wood-Mizer Holdings,…, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings,…Superior Industrial …, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial …
Aptura Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Aptura Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Aptura Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Aptura Employee Stock Ownership Plan assets move in 2022? ▼
Aptura Employee Stock Ownership Plan edged down modestly - down 4.2% during 2022, from $32M to $30M. Reported net income was -$1M.
How have Aptura Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aptura Group, Inc.'s sponsor-wide assets grew 33.9%, from $39M to $52M.
Where does Aptura Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aptura Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Aptura Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jd2 Incorporated Employee Stock Ownership Plan in CA ($30M, 43 participants).

Next read for Aptura Employee Stock Ownership Plan

Filing takeaways

Ways to act on Aptura Employee Stock Ownership Plan's numbers.

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 870850201.

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.