ESOP · DOL Form 5500 · 2023

Argi Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
253
Participants Below avg headcount
31st
Percentile by assets National rank
$8,276
Avg per participant Low balance/head
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Official DOL plan name: Argi Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Argi Holdings, Inc. · Kentucky · Management of Enterprises

$2M in assets, 253 participants

Argi Holdings, Inc.'s Argi Holdings, Inc. Employee Stock Ownership Plan reported $2M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #207 in Management of Enterprises (1,137 peers)

Coverage in Kentucky

Argi Holdings, Inc. Employee Stock Ownership Plan covers 253 participants in Kentucky, about 39% of the average Kentucky filer (state average ~647 per filing). Assets: $2M.

#207
in Management of Enterprises (1,137 peers)
-95.0%
assets change YoY

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Argi Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Argi Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,093,712 31st percentile higher than 31% 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

Argi Holdings, Inc. 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. Argi Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Argi Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $23M in the plan year 2022 filing to -$36M in the plan year 2023 filing.
  • Argi Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $42M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Argi Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 241 in the plan year 2022 filing to 253 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472632957 · Argi Holdings, Inc. PY 2023 · ESOP

Argi Holdings, Inc. Employee Stock Ownership Plan · $2M · 253 · 31st

  • PCT $2M
  • PCT 253
  • PCT 31st
  • PCT ESOP
  • PCT near Scientific Engineering Inc Employees Stock Ownership Plan
  • PCT ind #207

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 Kentucky →

Argi Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hale Northeastern Employee Stock Ownership PlanHale Northeastern Employee S…$2MDavis, Gregory, & Kyle, Inc. Employee Stock Ownership PlanDavis, Gregory, & Kyle, Inc.…$2MArgi Holdings, Inc. Employee Stock Ownership PlanArgi Holdings, Inc. Employee…$2MScientific Engineering Inc Employees Stock Ownership PlanScientific Engineering Inc E…$2MSpencer County Bank Employees' Stock Ownership Plan & TrustSpencer County Bank Employee…$2M
End-of-year total assets ($M) among Argi Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$2M
Net Income-$36M
Employer EIN472632957
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Argi Holdings, Inc.)

Sponsor-wide plan assets over time

All Argi Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 96.58375553986217% vs 2022
2023 filing year
$0M$20M$40M$60M$80M 20222023 $61.3M $2.09M ▼ -96.6%
Year Plans Participants Total Assets
2022 2 482 $61M
2023 2 506 $2M

Nearby ESOP Plans in Kentucky

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

Argi Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Argi Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002093712 · Participants: 253Argi Holdings, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Argi Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Argi Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Argi Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Scientific Engineering Inc Employees Stock Ownership Plan in KS ($2M); by covered participants it is Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan in AZ (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Argi Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Argi Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 95.0% during 2023, from $42M to $2M. Reported net income was -$36M.
How have Argi Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Argi Holdings, Inc.'s sponsor-wide assets declined 96.6%, from $61M to $2M.
Which ESOP plans are similar in size to Argi Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Scientific Engineering Inc Employees Stock Ownership Plan in KS ($2M, 6 participants).
Which ESOP plans cover a similar participant headcount to Argi Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan in AZ (253 participants, $313M 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 472632957.

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.