ESOP · DOL Form 5500 · 2023
Rli Corp. ESOP
Data updated 2026-08-11
- $337M
- Total assets
- 900
- Participants
- 96th
- Percentile by assets
- $374,237
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $337M
- total plan assets (2023 EOY)
- 900
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $374,237
- avg assets per participant
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.
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.
Rli Corp. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Rli Corp. Employee Stock Ownership Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $342M |
|---|---|
| Net Assets (End of Year) | $337M |
| Net Income | -$3M |
| Employer EIN | 370889946 |
| Plan Effective Date | 1972-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rli Corp.)
| 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
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Rli Corp. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Rli Corp. Employee Stock Ownership Plan assets move in 2023? ▼
How have Rli Corp. plan assets changed over time? ▼
Where does Rli Corp. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Rli Corp. Employee Stock Ownership Plan? ▼
Next read for Rli Corp. Employee Stock Ownership Plan
Scale reading
Ways to act on Rli Corp. Employee Stock Ownership Plan's numbers.
- By total assets, Rli Corp. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Rli Corp.'s sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Finance & Insurance plans