ESOP · DOL Form 5500 · 2023

R. D. Niven & Associates, Ltd., ESOP

Data updated 2026-08-11

$13M
Total assets
34
Participants
64th
Percentile by assets
$371,509
Avg per participant
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Official DOL plan name: The Niven Marketing Group Employee Stock Ownership Plan · Sponsored by R. D. Niven & Associates, Ltd., · Illinois · Manufacturing

$13M in assets, 34 participants

R. D. Niven & Associates, Ltd.,'s The Niven Marketing Group Employee Stock Ownership Plan reported $13M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • 64th percentile by assets (of 127,072 plans)
  • #9,575 in Manufacturing (18,722 peers)

R. D. Niven & Associates, Ltd., multi-year trail

R. D. Niven & Associates, Ltd.,'s plans moved +35.3% in assets from 2022 to 2024; this filing shows The Niven Marketing Group Employee Stock Ownership Plan at $13M / 34 participants.

$13M
total plan assets (2023 EOY)
34
covered participants
64th
percentile by assets (of 127,072 plans)
$371,509
avg assets per participant

Where The Niven Marketing Group Employee Stock Ownership Plan sits by total assets

The Niven Marketing Group Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,631,307 Top 36% higher than 64% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Niven Marketing Group Employee Stock Ownership Plan reported net income rose from $655K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Niven Marketing Group Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Niven Marketing Group Employee Stock Ownership Plan reported participants rose from 31 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Manufacturing

R. D. Niven & Associates, Ltd., across 3 plan years on file

Across the 3 plan years R. D. Niven & Associates, Ltd., has on file (2022-2024), sponsor-wide plan assets have moved from $11M to $15M, a gain of 35.3%, while reported participants moved from 31 to 38 (+22.6%). Peak year by sponsor assets: 2024 ($15M); trough: 2022 ($11M).

R. D. Niven & Associates, Ltd., multi-year asset trail

$10M$12M$14M$16M 202220232024 $11.3M $15.3M ▲ +35.3%
Total plan assets by year, all R. D. Niven & Associates, Ltd., plans on file
Year Plans Participants Total Assets
2022 1 31 $11M
2023 1 34 $13M
2024 1 38 $15M

R. D. Niven & Associates, Ltd., filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN860367015
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

The Niven Marketing Group Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Niven Marketing …, Total assets ($B): 0.012631307 · Participants: 34The Niven Marketing …Amsted Industries In…, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries In…Kehe Distributors, I…, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, I…Scot Forge Company E…, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company E…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…Bdo USA Employee Sto…, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Sto…
The Niven Marketing Group Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare The Niven Marketing Group Employee Stock… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Niven Marketing Group Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did The Niven Marketing Group Employee Stock Ownership Plan assets move in 2023? ▼
The Niven Marketing Group Employee Stock Ownership Plan grew at a solid clip - up 11.5% during 2023, from $11M to $13M. Reported net income was $1M.
How have R. D. Niven & Associates, Ltd., plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. D. Niven & Associates, Ltd.,'s sponsor-wide assets grew 35.3%, from $11M to $15M.
Which ESOP plans are similar in size to The Niven Marketing Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Astro Machine Holdings, Inc. Employee Stock Ownership Plan in PA ($13M, 110 participants).

Next read for The Niven Marketing Group Employee Stock…

Multi-year trail

Ways to act on The Niven Marketing Group Employee Stock Ownership Plan's numbers.

  • By total assets, The Niven Marketing Group Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
  • R. D. Niven & Associates, Ltd.,'s sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860367015.

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.