ESOP · DOL Form 5500 · 2023

Aspirant, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
68
Participants Small participant base
27th
Percentile by assets National rank
$21,176
Avg per participant Low balance/head
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Official DOL plan name: Aspirant, Inc. Employee Stock Ownership Plan · Sponsored by Aspirant, Inc. · Kentucky · Finance & Insurance

$1M in assets, 68 participants

Aspirant, Inc.'s Aspirant, Inc. Employee Stock Ownership Plan reported $1M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,591 in Finance & Insurance (8,869 peers)

Aspirant, Inc. multi-year trail

Aspirant, Inc.'s plans moved -51.4% in assets from 2022 to 2024; this filing shows Aspirant, Inc. Employee Stock Ownership Plan at $1M / 68 participants.

#1,591
in Finance & Insurance (8,869 peers)
+55.7%
assets growth YoY

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

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

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

$1,440,000 27th percentile higher than 27% 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

Aspirant, Inc. 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. Aspirant, Inc. Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspirant, Inc. Employee Stock Ownership Plan end-of-year assets rose from $925K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Aspirant, Inc. Employee Stock Ownership Plan reported net income fell from $925K in the plan year 2022 filing to $515K in the plan year 2023 filing.
  • Aspirant, Inc. Employee Stock Ownership Plan reported participants fell from 77 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 874144306 · Aspirant, Inc. PY 2023 · ESOP

Aspirant, Inc. Employee Stock Ownership Plan · $1M · 68 · 27th

  • SCH $1M
  • EBSA 68
  • PART 27th
  • TYPE ESOP
  • NET near Quantum Controls, Inc. Employee Stock Ownership Plan
  • BOOK ind #1591

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 →

Aspirant, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Aspirant, Inc. Employee Stock Ownership PlanAspirant, Inc. Employee Stoc…$1MQuantum Controls, Inc. Employee Stock Ownership PlanQuantum Controls, Inc. Emplo…$1MExhibit Works, Inc. Employee Stock Ownership PlanExhibit Works, Inc. Employee…$1MTriton Services, Inc. Employee Stock Ownership PlanTriton Services, Inc. Employ…$1MJ & L Services Employee Stock Ownership PlanJ & L Services Employee Stoc…$1M
End-of-year total assets ($M) among Aspirant, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Aspirant, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aspirant, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$450K 51.38529729729729% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.93M $0.45M ▼ -51.6%
Year Plans Participants Total Assets
2022 1 77 $925K
2023 1 68 $1M
2024 1 50 $450K

Aspirant, Inc. filing trail (2023)

Total Assets (Beginning of Year)$925K
Net Assets (End of Year)$1M
Net Income$515K
Employer EIN874144306
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Aspirant, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Aspirant, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00144 · Participants: 68Aspirant, 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
Aspirant, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Aspirant, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Quantum Controls, Inc. Employee Stock Ownership Plan in MD ($1M); by covered participants it is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Aspirant, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Aspirant, Inc. Employee Stock Ownership Plan surged - up 55.7% during 2023, from $925K to $1M. Reported net income was $515K.
How have Aspirant, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspirant, Inc.'s sponsor-wide assets declined 51.4%, from $925K to $450K.
Which ESOP plans are similar in size to Aspirant, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Quantum Controls, Inc. Employee Stock Ownership Plan in MD ($1M, 46 participants).
Which ESOP plans cover a similar participant headcount to Aspirant, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants, $2M 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 874144306.

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.