ESOP · DOL Form 5500 · 2022

Aptura Group, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
251
Participants Below avg headcount
83rd
Percentile by assets National rank
$120,520
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,650
in Wholesale Trade (6,843 peers)
-4.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Aptura Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Aptura 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. Aptura Employee Stock Ownership Plan sits mid-pack in the medium band (251 participants).

Plan-year Form 5500 strip

Filing strip 870850201 · Aptura Group, Inc. PY 2022 · ESOP

Aptura Employee Stock Ownership Plan · $30M · 251 · 83rd

  • SCH $30M
  • EBSA 251
  • PART 83rd
  • TYPE ESOP
  • NET near Jd2 Incorporated Employee Stock Ownership Plan
  • BOOK ind #5650

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 Indiana →

Aptura Employee Stock Ownership Plan in the asset neighbourhood

Aba-Pgt, Inc. Employee Stock Ownership PlanAba-Pgt, Inc. Employee Stock…$30MTown and Country Foods, Inc. Employee Stock Ownership PlanTown and Country Foods, Inc.…$30MAptura Employee Stock Ownership PlanAptura Employee Stock Owners…$30MJd2 Incorporated Employee Stock Ownership PlanJd2 Incorporated Employee St…$30MTechflow, Inc. Employee Stock Ownership PlanTechflow, Inc. Employee Stoc…$30M
End-of-year total assets ($M) among Aptura Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$52M 33.88453948574613% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.7M $51.9M ▲ +33.9%
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 ($B) Participants Aptura Employee Stock Ownership Plan, Total assets ($B): 0.030250403 · Participants: 251Aptura Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
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 →

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

Outside Indiana, the nearest ESOP by assets is Jd2 Incorporated Employee Stock Ownership Plan in CA ($30M); by covered participants it is Air Tractor Holdings, Inc. Employee Stock Ownership Plan in TX (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 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).
Which ESOP plans cover a similar participant headcount to Aptura Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Air Tractor Holdings, Inc. Employee Stock Ownership Plan in TX (251 participants, $289M 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 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.