ESOP · DOL Form 5500 · 2023
Arlee Home Fashions, Inc. ESOP
Data updated 2026-08-25
- $613K
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $29,185
- Avg per participant Low balance/head
Official DOL plan name: The Arlee Group Employee Stock Ownership Plan · Sponsored by Arlee Home Fashions, Inc. · New York · Wholesale Trade
$613K in assets, 21 participants
Arlee Home Fashions, Inc.'s The Arlee Group Employee Stock Ownership Plan reported $613K in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #638 in Wholesale Trade (6,309 peers)
Arlee Home Fashions, Inc. multi-year trail
Arlee Home Fashions, Inc.'s plans moved -52.8% in assets from 2022 to 2024; this filing shows The Arlee Group Employee Stock Ownership Plan at $613K / 21 participants.
- #638
- in Wholesale Trade (6,309 peers)
- -20.5%
- assets change YoY
The plan reported a net loss of $158K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Arlee Group Employee Stock Ownership Plan among the smaller filed plans by assets
The Arlee Group Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$612,892 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Arlee Group 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. The Arlee Group Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Arlee Group Employee Stock Ownership Plan reported net income rose from -$302K in the plan year 2022 filing to -$158K in the plan year 2023 filing.
- The Arlee Group Employee Stock Ownership Plan end-of-year assets fell from $771K in the plan year 2022 filing to $613K in the plan year 2023 filing.
- The Arlee Group Employee Stock Ownership Plan reported participants fell from 23 in the plan year 2022 filing to 21 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 620989371 · Arlee Home Fashions, Inc. PY 2023 · ESOP
The Arlee Group Employee Stock Ownership Plan · $613K · 21 · 20th
- 5500 $613K
- 5500 21
- 5500 20th
- 5500 ESOP
- 5500 near Aztalan Engineering Employee Stock Ownership Plan
- 5500 ind #638
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 New York →
The Arlee Group Employee Stock Ownership Plan in the asset neighbourhood
Arlee Home Fashions, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Arlee Home Fashions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $363K 52.832507680067906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $771K |
| 2023 | 1 | 21 | $613K |
| 2024 | 1 | 19 | $363K |
Arlee Home Fashions, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $771K |
|---|---|
| Net Assets (End of Year) | $613K |
| Net Income | -$158K |
| Employer EIN | 620989371 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
The Arlee Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Aztalan Engineering Employee Stock Ownership Plan in WI ($614K); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($613K here).
- Aztalan Engineering Employee Stock Ownership Plan (WI) $614K · 68
- Versailles Savings and Loan Company Employee Stock Ownership Plan (OH) $614K · 8
- Traulsen & Co., Inc. Employee Stock Ownership Plan (IL) $611K · N/A
- Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan (FL) $611K · 48
Similar participant headcount
Nearest other-state filings by covered participants (21 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.