ESOP · DOL Form 5500 · 2023

Aptura Group, Inc. ESOP

Data updated 2026-08-11

$35M
Total assets
273
Participants
81st
Percentile by assets
$129,669
Avg per participant
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Official DOL plan name: Aptura Employee Stock Ownership Plan · Sponsored by Aptura Group, Inc. · Indiana · Wholesale Trade

$35M in assets, 273 participants

Aptura Group, Inc.'s Aptura Employee Stock Ownership Plan reported $35M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #5,144 in Wholesale Trade (6,309 peers)

Where Aptura Employee Stock Ownership Plan sits by assets

Aptura Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 273 participants (~$129,669/participant), up 17.0% in 2023.

$35M
total plan assets (2023 EOY)
273
covered participants
81st
percentile by assets (of 127,072 plans)
$129,669
avg assets per participant

Where Aptura Employee Stock Ownership Plan sits by total assets

Aptura Employee Stock Ownership Plan vs every filed plan by assets

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

$35,399,545 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aptura Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Aptura Employee Stock Ownership Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Aptura Employee Stock Ownership Plan reported participants rose from 251 in the plan year 2022 filing to 273 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Indiana
Industry
Wholesale Trade

Aptura Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Aptura Employee Stock Ownership Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN870850201
Plan Effective Date2021-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aptura Group, Inc.)

$35M$40M$45M$50M$55M 202220232024 $38.7M $51.9M ▲ +33.9%
Total plan assets by year, all Aptura Group, Inc. plans on file
Year Plans Participants Total Assets
2022 2 513 $39M
2023 2 555 $46M
2024 2 618 $52M

Nearby ESOP Plans in Indiana

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

Aptura Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.522.5 Total assets ($B) Participants Aptura Employee Stoc…, Total assets ($B): 0.035399545 · Participants: 273Aptura Employee Stoc…Jasper Holdings, Inc…, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc…Urschel Laboratories…, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories…Nibco Inc. Employee …, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee …Superior Industrial …, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial …Ducharme, Mcmillen &…, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen &…
Aptura Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Aptura Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Aptura Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Aptura Employee Stock Ownership Plan assets move in 2023? ▼
Aptura Employee Stock Ownership Plan grew sharply - up 17.0% during 2023, from $30M to $35M. Reported net income was $5M.
How have Aptura Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aptura Group, Inc.'s sponsor-wide assets grew 33.9%, from $39M to $52M.
Where does Aptura Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aptura Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Aptura Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ci3 Employee Stock Ownership Plan in IA ($35M, 93 participants).

Next read for Aptura Employee Stock Ownership Plan

Scale reading

Ways to act on Aptura Employee Stock Ownership Plan's numbers.

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 870850201.

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.