ESOP · DOL Form 5500 · 2022

Aspirant, Inc. ESOP

Data updated 2026-08-25

$925K
Total assets Small plan by assets
77
Participants Small participant base
24th
Percentile by assets National rank
$12,013
Avg per participant Low balance/head
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Official DOL plan name: Aspirant, Inc. Employee Stock Ownership Plan · Sponsored by Aspirant, Inc. · Kentucky · Finance & Insurance

$925K in assets, 77 participants

Aspirant, Inc.'s Aspirant, Inc. Employee Stock Ownership Plan reported $925K in total assets and 77 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.

  • #1,459 in Finance & Insurance (9,261 peers)

Aspirant, Inc. multi-year trail

Aspirant, Inc.'s plans moved -51.4% in assets from 2022 to 2024; this filing shows Aspirant, Inc. Employee Stock Ownership Plan at $925K / 77 participants.

#1,459
in Finance & Insurance (9,261 peers)
$925K
reported net income

Aspirant, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Aspirant, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$925,000 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

Aspirant, Inc. 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. Aspirant, Inc. Employee Stock Ownership Plan is a small filing (77 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 874144306 · Aspirant, Inc. PY 2022 · ESOP

Aspirant, Inc. Employee Stock Ownership Plan · $925K · 77 · 24th

  • TYPE $925K
  • NET 77
  • BOOK 24th
  • VS-ST ESOP
  • BOY near Margaret O'leary Employee Stock Ownership Plan
  • SCH ind #1459

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 Kentucky →

Aspirant, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Aspirant, Inc. Employee Stock Ownership PlanAspirant, Inc. Employee Stoc…$925KMargaret O'leary Employee Stock Ownership PlanMargaret O'leary Employee St…$924KRoss Group, Inc. Employee Stock Ownership PlanRoss Group, Inc. Employee St…$924KAtlantic Directional Drilling, Inc. Employee Stock Ownership PlanAtlantic Directional Drillin…$923KD.W. Johnston Construction, Inc. Employee Stock Ownership PlanD.W. Johnston Construction, …$922K
End-of-year total assets ($M) among Aspirant, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Aspirant, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aspirant, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$450K 51.38529729729729% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.93M $0.45M ▼ -51.6%
Year Plans Participants Total Assets
2022 1 77 $925K
2023 1 68 $1M
2024 1 50 $450K

Aspirant, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$925K
Net Income$925K
Employer EIN874144306
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Aspirant, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.522.5 Total assets ($B) Participants Aspirant, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000925 · Participants: 77Aspirant, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Aspirant, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Aspirant, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Margaret O'leary Employee Stock Ownership Plan in CA ($924K); by covered participants it is Spiezle Group, Inc. Employee Stock Ownership Plan in NJ (77 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 have Aspirant, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Aspirant, Inc.'s sponsor-wide assets declined 51.4%, from $925K to $450K.
Where does Aspirant, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Aspirant, 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 Aspirant, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Margaret O'leary Employee Stock Ownership Plan in CA ($924K, 29 participants).
Which ESOP plans cover a similar participant headcount to Aspirant, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Spiezle Group, Inc. Employee Stock Ownership Plan in NJ (77 participants, $10M in assets).