ESOP · DOL Form 5500 · 2023

Aveka Group, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
251
Participants Below avg headcount
54th
Percentile by assets National rank
$31,648
Avg per participant Low balance/head
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Official DOL plan name: Aveka Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Aveka Group, Inc. · Minnesota · Manufacturing

$8M in assets, 251 participants

Aveka Group, Inc.'s Aveka Group, Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,253 in Manufacturing (18,722 peers)

Coverage in Minnesota

Aveka Group, Inc. Employee Stock Ownership Plan and Trust covers 251 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $8M.

#7,253
in Manufacturing (18,722 peers)
-40.3%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aveka Group, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Aveka Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,943,529 Top 46% higher than 54% 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

Aveka Group, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aveka Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aveka Group, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $3M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Aveka Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Aveka Group, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 244 in the plan year 2022 filing to 251 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 843129062 · Aveka Group, Inc. PY 2023 · ESOP

Aveka Group, Inc. Employee Stock Ownership Plan and Trust · $8M · 251 · 54th

  • VS-ST $8M
  • VS-ST 251
  • VS-ST 54th
  • VS-ST ESOP
  • VS-ST near Total Truck Parts, Inc. Employee Stock Ownership Plan
  • VS-ST ind #7253

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 Minnesota →

Aveka Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Total Truck Parts, Inc. Employee Stock Ownership PlanTotal Truck Parts, Inc. Empl…$8MAveka Group, Inc. Employee Stock Ownership Plan and TrustAveka Group, Inc. Employee S…$8MAbco Automation, Inc. Employee Stock Ownership PlanAbco Automation, Inc. Employ…$8MBraden Kitchens, Inc. Employee Stock Ownership PlanBraden Kitchens, Inc. Employ…$8MUec Holdings, Inc. Employee Stock Ownership PlanUec Holdings, Inc. Employee …$8M
End-of-year total assets ($M) among Aveka Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$7M
Net Income-$5M
Employer EIN843129062
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aveka Group, Inc.)

Sponsor-wide plan assets over time

All Aveka Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 20.314731434412582% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $23.5M $18.8M ▼ -20.3%
Year Plans Participants Total Assets
2022 2 492 $24M
2023 2 505 $21M
2024 2 368 $19M

Nearby ESOP Plans in Minnesota

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

Aveka Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Aveka Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 7.943529 · Participants: 251Aveka Group, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Aveka Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Aveka Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Total Truck Parts, Inc. Employee Stock Ownership Plan in KY ($8M); by covered participants it is Brinkmann Constructors Employee Stock Ownership Plan in MO (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Aveka Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Aveka Group, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 40.3% during 2023, from $13M to $8M. Reported net income was -$5M.
How have Aveka Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aveka Group, Inc.'s sponsor-wide assets declined 20.3%, from $24M to $19M.
Which ESOP plans are similar in size to Aveka Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Total Truck Parts, Inc. Employee Stock Ownership Plan in KY ($8M, 51 participants).
Which ESOP plans cover a similar participant headcount to Aveka Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Brinkmann Constructors Employee Stock Ownership Plan in MO (251 participants, $142M 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 843129062.

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.