ESOP · DOL Form 5500 · 2023

Aptura Group, Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
273
Participants Below avg headcount
81st
Percentile by assets National rank
$129,669
Avg per participant Near avg balance/head
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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.

  • #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.

#5,144
in Wholesale Trade (6,309 peers)
+17.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Aptura Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Aptura 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. Aptura Employee Stock Ownership Plan sits mid-pack in the medium band (273 participants).

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 →

DOL schedule card

Filing strip 870850201 · Aptura Group, Inc. PY 2023 · ESOP

Aptura Employee Stock Ownership Plan · $35M · 273 · 81st

  • NET $35M
  • NET 273
  • NET 81st
  • NET ESOP
  • NET near Ci3 Employee Stock Ownership Plan
  • NET ind #5144

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 Indiana →

Aptura Employee Stock Ownership Plan in the asset neighbourhood

Ci3 Employee Stock Ownership PlanCi3 Employee Stock Ownership…$35MAptura Employee Stock Ownership PlanAptura Employee Stock Owners…$35MMgc Contractors, Inc. Employee Stock Ownership PlanMgc Contractors, Inc. Employ…$35MFlywheel Employee Stock Ownership PlanFlywheel Employee Stock Owne…$35MFlywheel Employee Stock Ownership PlanFlywheel Employee Stock Owne…$35M
End-of-year total assets ($M) among Aptura 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)$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.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$52M 33.88453948574613% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.7M $51.9M ▲ +33.9%
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 ($B) Participants Aptura Employee Stock Ownership Plan, Total assets ($B): 0.035399545 · Participants: 273Aptura Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
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 →

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

Outside Indiana, the nearest ESOP by assets is Ci3 Employee Stock Ownership Plan in IA ($35M); by covered participants it is The Yaffe Companies, Incorporated Employee Stock Ownership Plan in OK (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 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 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).
Which ESOP plans cover a similar participant headcount to Aptura Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Yaffe Companies, Incorporated Employee Stock Ownership Plan in OK (273 participants, $47M 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 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.