ESOP · DOL Form 5500 · 2022

Aaron Investments Inc Dba Woodstock Outlet ESOP

Data updated 2026-08-25

$918K
Total assets Small plan by assets
159
Participants Small participant base
24th
Percentile by assets National rank
$5,774
Avg per participant Low balance/head
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Official DOL plan name: Aaron Investments Inc Employee Stock Ownership Plan · Sponsored by Aaron Investments Inc Dba Woodstock Outlet · Georgia · Retail Trade

$918K in assets, 159 participants

Aaron Investments Inc Dba Woodstock Outlet's Aaron Investments Inc Employee Stock Ownership Plan reported $918K in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,249 in Retail Trade (9,519 peers)

Coverage in Georgia

Aaron Investments Inc Employee Stock Ownership Plan covers 159 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $918K.

#3,249
in Retail Trade (9,519 peers)
-74.5%
assets change YoY

Aaron Investments Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Aaron Investments Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$918,000 24th percentile higher than 24% 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

Aaron Investments Inc 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. Aaron Investments Inc Employee Stock Ownership Plan sits mid-pack in the medium band (159 participants).

Published 5500 schedule card

Filing strip 582029252 · Aaron Investments Inc Dba Woodstock Outlet PY 2022 · ESOP

Aaron Investments Inc Employee Stock Ownership Plan · $918K · 159 · 24th

  • NET $918K
  • BOOK 159
  • VS-ST 24th
  • BOY ESOP
  • SCH near Micro Craft ESOP
  • EBSA ind #3249

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 Georgia →

Aaron Investments Inc Employee Stock Ownership Plan in the asset neighbourhood

Aaron Investments Inc Employee Stock Ownership PlanAaron Investments Inc Employ…$918KMicro Craft ESOP$919KQspec Solutions Employee Stock Ownership PlanQspec Solutions Employee Sto…$919KEnfield Enterprises Inc. Employee Stock Ownership PlanEnfield Enterprises Inc. Emp…$915KDelcrest Medical Services, Inc. Employee Stock Ownership PlanDelcrest Medical Services, I…$921K
End-of-year total assets ($M) among Aaron Investments Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$17M
Net Income$506K
Employer EIN582029252
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaron Investments Inc Dba Woodstock Outlet)

Sponsor-wide plan assets over time

All Aaron Investments Inc Dba Woodstock Outlet plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.582954350041916% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.72M $9.25M ▲ +37.6%
Year Plans Participants Total Assets
2022 2 273 $7M
2023 2 252 $8M
2024 2 266 $9M

Nearby ESOP Plans in Georgia

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

Aaron Investments Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Aaron Investments Inc Employee Stock Ownership Plan, Total assets ($M): 0.918 · Participants: 159Aaron Investments Inc Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Aaron Investments Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Aaron Investments Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest ESOP by assets is Micro Craft ESOP in TN ($919K); by covered participants it is The Lester Group, Inc Employee Stock Ownership Plan in VA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Aaron Investments Inc Employee Stock Ownership Plan assets move in 2022? ▼
Aaron Investments Inc Employee Stock Ownership Plan contracted severely - down 74.5% during 2022, from $4M to $918K. Reported net income was $506K.
How have Aaron Investments Inc Dba Woodstock Outlet plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaron Investments Inc Dba Woodstock Outlet's sponsor-wide assets grew 37.6%, from $7M to $9M.
Where does Aaron Investments Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aaron Investments Inc Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Aaron Investments Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Micro Craft ESOP in TN ($919K, 46 participants).
Which ESOP plans cover a similar participant headcount to Aaron Investments Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Lester Group, Inc Employee Stock Ownership Plan in VA (159 participants, $3M 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 582029252.

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.