ESOP · DOL Form 5500 · 2023

Rli Corp. ESOP

Data updated 2026-08-25

$337M
Total assets Above avg plan size
900
Participants Near avg headcount
96th
Percentile by assets National rank
$374,237
Avg per participant High balance/head
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Official DOL plan name: Rli Corp. Employee Stock Ownership Plan · Sponsored by Rli Corp. · Illinois · Finance & Insurance

$337M in assets, 900 participants

Rli Corp.'s Rli Corp. Employee Stock Ownership Plan reported $337M in total assets and 900 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,347 in Finance & Insurance (8,869 peers)

Where Rli Corp. Employee Stock Ownership Plan sits by assets

Rli Corp. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $337M for 900 participants (~$374,237/participant), down 1.4% in 2023.

#8,347
in Finance & Insurance (8,869 peers)
-1.4%
assets change YoY
3.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rli Corp. Employee Stock Ownership Plan's outsized position by total assets

Rli Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$336,812,925 Top 4% higher than 96% 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

Rli Corp. Employee Stock Ownership Plan 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. Rli Corp. Employee Stock Ownership Plan sits mid-pack in the medium band (900 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rli Corp. Employee Stock Ownership Plan reported net income fell from $54M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Rli Corp. Employee Stock Ownership Plan reported participants rose from 826 in the plan year 2022 filing to 900 in the plan year 2023 filing.
  • Rli Corp. Employee Stock Ownership Plan end-of-year assets fell from $342M in the plan year 2022 filing to $337M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 370889946 · Rli Corp. PY 2023 · ESOP

Rli Corp. Employee Stock Ownership Plan · $337M · 900 · 96th

  • BOY $337M
  • SCH 900
  • EBSA 96th
  • PART ESOP
  • TYPE near Kci Technologies, Inc. Employee Stock Ownership Plan
  • NET ind #8347

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 Illinois →

Rli Corp. Employee Stock Ownership Plan in the asset neighbourhood

Betenbough Companies Employee Stock Ownership PlanBetenbough Companies Employe…$338MRli Corp. Employee Stock Ownership PlanRli Corp. Employee Stock Own…$337MKci Technologies, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Emplo…$336MAmerican Systems Corporation Employee Stock Ownership PlanAmerican Systems Corporation…$331MTrachte Building Systems Employee Stock Ownership PlanTrachte Building Systems Emp…$331M
End-of-year total assets ($M) among Rli Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$342M
Net Assets (End of Year)$337M
Net Income-$3M
Employer EIN370889946
Plan Effective Date1972-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rli Corp.)

Sponsor-wide plan assets over time

All Rli Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$769M 25.958666296304862% vs 2022
2024 filing year
$550M$600M$650M$700M$750M$800M 202220232024 $610M $769M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 1,711 $610M
2023 2 1,880 $658M
2024 2 2,070 $769M

Nearby ESOP Plans in Illinois

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

Rli Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050001000015000 012345 Total assets ($B) Participants Rli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.336812925 · Participants: 900Rli Corp. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Rli Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Rli Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Rli Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Kci Technologies, Inc. Employee Stock Ownership Plan in MD ($336M); by covered participants it is Ulteig, Inc. Employee Stock Ownership Plan in ND (901 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (900 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 Rli Corp. Employee Stock Ownership Plan assets move in 2023? ▼
Rli Corp. Employee Stock Ownership Plan edged down modestly - down 1.4% during 2023, from $342M to $337M. Reported net income was -$3M.
How have Rli Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rli Corp.'s sponsor-wide assets grew 26.0%, from $610M to $769M.
Where does Rli Corp. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rli Corp. Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Rli Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kci Technologies, Inc. Employee Stock Ownership Plan in MD ($336M, 1,793 participants).
Which ESOP plans cover a similar participant headcount to Rli Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ulteig, Inc. Employee Stock Ownership Plan in ND (901 participants, $159M 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 370889946.

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.