ESOP · DOL Form 5500 · 2023

Natare Corporation ESOP

Data updated 2026-08-25

$515K
Total assets Small plan by assets
39
Participants Small participant base
18th
Percentile by assets National rank
$13,193
Avg per participant Low balance/head
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Official DOL plan name: Natare Corporation Employee Stock Ownership Plan · Sponsored by Natare Corporation · Indiana · Manufacturing

$515K in assets, 39 participants

Natare Corporation's Natare Corporation Employee Stock Ownership Plan reported $515K in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,379 in Manufacturing (18,722 peers)

Natare Corporation multi-year trail

Natare Corporation's plans moved +214.9% in assets from 2022 to 2024; this filing shows Natare Corporation Employee Stock Ownership Plan at $515K / 39 participants.

#1,379
in Manufacturing (18,722 peers)
+49.8%
assets growth YoY

Natare Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Natare Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$514,539 18th percentile higher than 18% of 127,068 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 2023

Natare Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Natare Corporation Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Natare Corporation Employee Stock Ownership Plan reported net income rose from -$182K in the plan year 2022 filing to $246K in the plan year 2023 filing.
  • Natare Corporation Employee Stock Ownership Plan end-of-year assets rose from $343K in the plan year 2022 filing to $515K in the plan year 2023 filing.
  • Natare Corporation Employee Stock Ownership Plan reported participants fell from 53 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351850533 · Natare Corporation PY 2023 · ESOP

Natare Corporation Employee Stock Ownership Plan · $515K · 39 · 18th

  • EOY $515K
  • 5500 39
  • ASSETS 18th
  • PCT ESOP
  • EIN near Cains Inc Employee Stock Ownership Plan and Trust
  • RANK ind #1379

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 Indiana →

Natare Corporation Employee Stock Ownership Plan in the asset neighbourhood

Natare Corporation Employee Stock Ownership PlanNatare Corporation Employee …$515KCains Inc Employee Stock Ownership Plan and TrustCains Inc Employee Stock Own…$514KUnion Grove Lumber and True Value Co. Employee Stock Ownership Plan and TrustUnion Grove Lumber and True …$514KLogisticsflow, Inc. Employee Stock Ownership PlanLogisticsflow, Inc. Employee…$513KComposition Systems, Inc. Employee Stock Ownership Plan IIComposition Systems, Inc. Em…$513K
End-of-year total assets ($M) among Natare Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Natare Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Natare Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 214.91965421760764% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.34M $1.08M ▲ +217.6%
Year Plans Participants Total Assets
2022 1 53 $343K
2023 1 39 $515K
2024 1 40 $1M

Natare Corporation filing trail (2023)

Total Assets (Beginning of Year)$343K
Net Assets (End of Year)$65K
Net Income$246K
Employer EIN351850533
Plan Effective Date2022-02-15
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Natare Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants Natare Corporation Employee Stock Ownership Plan, Total assets ($B): 0.000514539 · Participants: 39Natare Corporation Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Natare Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Natare Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Natare Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Cains Inc Employee Stock Ownership Plan and Trust in ID ($514K); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Natare Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Natare Corporation Employee Stock Ownership Plan surged - up 49.8% during 2023, from $343K to $515K. Reported net income was $246K.
How have Natare Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Natare Corporation's sponsor-wide assets grew 214.9%, from $343K to $1M.
Where does Natare Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Natare Corporation Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Natare Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cains Inc Employee Stock Ownership Plan and Trust in ID ($514K, N/A participants).
Which ESOP plans cover a similar participant headcount to Natare Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants, $29M in assets).

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 351850533.

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.