ESOP · DOL Form 5500 · 2024

Aspirant, Inc. ESOP

Data updated 2026-08-25

$450K
Total assets Small plan by assets
50
Participants Small participant base
17th
Percentile by assets National rank
$8,994
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

$450K in assets, 50 participants

Aspirant, Inc.'s Aspirant, Inc. Employee Stock Ownership Plan reported $450K in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #753 in Finance & Insurance (8,549 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 $450K / 50 participants.

#753
in Finance & Insurance (8,549 peers)
-68.8%
assets change YoY

The plan reported a net loss of $990K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$449,686 17th percentile higher than 17% of 123,620 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 2024

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

Plan-year 2024 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 (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aspirant, Inc. Employee Stock Ownership Plan reported net income fell from $515K in the plan year 2023 filing to -$990K in the plan year 2024 filing.
  • Aspirant, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $450K in the plan year 2024 filing.
  • Aspirant, Inc. Employee Stock Ownership Plan reported participants fell from 68 in the plan year 2023 filing to 50 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 874144306 · Aspirant, Inc. PY 2024 · ESOP

Aspirant, Inc. Employee Stock Ownership Plan · $450K · 50 · 17th

  • BOOK $450K
  • VS-ST 50
  • BOY 17th
  • SCH ESOP
  • EBSA near Spawn Ideas Inc. Employee Stock Ownership Plan
  • PART ind #753

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…$450KSpawn Ideas Inc. Employee Stock Ownership PlanSpawn Ideas Inc. Employee St…$450KCains Inc Employee Stock Ownership Plan and TrustCains Inc Employee Stock Own…$450KMedical Justice Services Employee Stock Ownership PlanMedical Justice Services Emp…$447KInterwest Construction Employee Stock Ownership PlanInterwest Construction Emplo…$447K
End-of-year total assets ($M) among Aspirant, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$450K
Net Income-$990K
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. -20000200040006000800010000 -10123 Total assets ($B) Participants Aspirant, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000449686 · Participants: 50Aspirant, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power 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 Spawn Ideas Inc. Employee Stock Ownership Plan in AK ($450K); by covered participants it is Suburban K9 Employee Stock Ownership Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Aspirant, Inc. Employee Stock Ownership Plan contracted severely - down 68.8% during 2024, from $1M to $450K. Reported net income was -$990K.
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.
Where does Aspirant, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aspirant, Inc. Employee Stock Ownership Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
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 Spawn Ideas Inc. Employee Stock Ownership Plan in AK ($450K, 13 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 Suburban K9 Employee Stock Ownership Plan in TX (50 participants, $146K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.