ESOP · DOL Form 5500 · 2022

Arnold Insurance Agency Inc ESOP

Data updated 2026-08-25

$741K
Total assets Small plan by assets
11
Participants Small participant base
22nd
Percentile by assets National rank
$67,364
Avg per participant Below avg balance/head
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Official DOL plan name: Arnold Insurance Agency Employee Stock Ownership Plan · Sponsored by Arnold Insurance Agency Inc · Ohio · Finance & Insurance

$741K in assets, 11 participants

Arnold Insurance Agency Inc's Arnold Insurance Agency Employee Stock Ownership Plan reported $741K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,319 in Finance & Insurance (9,261 peers)

Arnold Insurance Agency Inc multi-year trail

Arnold Insurance Agency Inc's plans moved +136.9% in assets from 2022 to 2024; this filing shows Arnold Insurance Agency Employee Stock Ownership Plan at $741K / 11 participants.

#1,319
in Finance & Insurance (9,261 peers)
+57.6%
assets growth YoY

Arnold Insurance Agency Employee Stock Ownership Plan among the smaller filed plans by assets

Arnold Insurance Agency Employee Stock Ownership Plan vs every filed plan by assets

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

$740,999 22nd percentile higher than 22% 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

Arnold Insurance Agency Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Arnold Insurance Agency Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 311250202 · Arnold Insurance Agency Inc PY 2022 · ESOP

Arnold Insurance Agency Employee Stock Ownership Plan · $741K · 11 · 22nd

  • BOOK $741K
  • BOOK 11
  • BOOK 22nd
  • BOOK ESOP
  • BOOK near Nox-Crete Employee Stock Ownership Plan and Trust
  • BOOK ind #1319

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 Ohio →

Arnold Insurance Agency Employee Stock Ownership Plan in the asset neighbourhood

Ferrer Mechanical Services Employee Stock Ownership PlanFerrer Mechanical Services E…$745KArnold Insurance Agency Employee Stock Ownership PlanArnold Insurance Agency Empl…$741KNox-Crete Employee Stock Ownership Plan and TrustNox-Crete Employee Stock Own…$741KGopher Stage Lighting, Inc. Employee Stock Ownership PlanGopher Stage Lighting, Inc. …$743KDeluxe Trailer Supply Employee Stock Ownership Plan and TrustDeluxe Trailer Supply Employ…$738K
End-of-year total assets ($M) among Arnold Insurance Agency Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Arnold Insurance Agency Inc multi-year asset trail

Sponsor-wide plan assets over time

All Arnold Insurance Agency Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 136.93702690556938% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.74M $1.76M ▲ +137.8%
Year Plans Participants Total Assets
2022 1 11 $741K
2023 1 11 $641K
2024 1 11 $2M

Arnold Insurance Agency Inc filing trail (2022)

Total Assets (Beginning of Year)$470K
Net Assets (End of Year)$21K
Net Income$333K
Employer EIN311250202
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Arnold Insurance Agency Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Arnold Insurance Agency Employee Stock Ownership Plan, Total assets ($B): 0.000740999 · Participants: 11Arnold Insurance Agency Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Arnold Insurance Agency Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Arnold Insurance Agency Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Nox-Crete Employee Stock Ownership Plan and Trust in NE ($741K); by covered participants it is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Arnold Insurance Agency Employee Stock Ownership Plan assets move in 2022? ▼
Arnold Insurance Agency Employee Stock Ownership Plan surged - up 57.6% during 2022, from $470K to $741K. Reported net income was $333K.
How have Arnold Insurance Agency Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arnold Insurance Agency Inc's sponsor-wide assets grew 136.9%, from $741K to $2M.
Where does Arnold Insurance Agency Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Arnold Insurance Agency Employee Stock Ownership Plan ranks in the 22nd 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 Arnold Insurance Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nox-Crete Employee Stock Ownership Plan and Trust in NE ($741K, 40 participants).
Which ESOP plans cover a similar participant headcount to Arnold Insurance Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants, $171K 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 311250202.

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.