Other
2022 plan-year Other DOL Form 5500

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Associated Lighting Representatives, Inc · California · Wholesale Trade

What the 2023 filing shows

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust holds $87M for 137 participants — about $632,405 per participant, up 4.3% over the 2022 plan year.

$87M
total plan assets (2022 EOY)
137
covered participants
$632,405
avg assets per participant
+4.3%
assets growth YoY
Total Assets (2023)
$87M
Participants
137
State
Industry
Wholesale Trade

What the Filing Says About Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by Associated Lighting Representatives, Inc, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $87M in total end-of-year assets and covers 137 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 942176054, and the plan has been effective since 1994-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $83M at the beginning of 2022 to $87M at year-end — a gain of 4.3%. Net assets (after liabilities) closed the year at $87M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$83M
Total Assets (End of Year)$87M
Net Assets (End of Year)$87M
Net Income$4M
Plan TypeOther
Employer EIN942176054
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Lighting Representatives, Inc)

Year Plans Participants Total Assets
2022 1 137 $87M
2023 1 145 $92M

Nearby Other Plans in California

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

Frequently Asked Questions

How much money is in the Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust?
As of the 2022 Form 5500 filing, Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust holds $87M in total assets with 137 participants. It is sponsored by Associated Lighting Representatives, Inc.
What type of plan is Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust?
Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust is a Other plan. It has been effective since 1994-09-01. The plan is filed with the U.S. Department of Labor under EIN 942176054.
Who sponsors the Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust?
Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust is sponsored by Associated Lighting Representatives, Inc, located in California. The sponsor's EIN is 942176054 and the plan operates in the Wholesale Trade industry.
How did Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust perform in 2022?
Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust grew by 4.3% during 2022, moving from $83M to $87M in total assets. Net income was $4M.
Where can I find official filings for Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust?
Official Form 5500 filings for Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942176054 or plan name at efast.dol.gov.
How does Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust compare to other plans?
You can compare Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 942176054.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.