ESOP · DOL Form 5500 · 2023

Associated Lighting Representatives, Inc ESOP

Data updated 2026-08-25

$92M
Total assets Below avg plan size
145
Participants Small participant base
91st
Percentile by assets National rank
$634,707
Avg per participant High balance/head
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Official DOL plan name: Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Associated Lighting Representatives, Inc · California · Wholesale Trade

$92M in assets, 145 participants

Associated Lighting Representatives, Inc's Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust reported $92M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,826 in Wholesale Trade (6,309 peers)

Coverage in California

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust covers 145 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $92M.

#5,826
in Wholesale Trade (6,309 peers)
+6.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$92,032,472 Top 9% higher than 91% 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

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust 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. Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $87M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 137 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942176054 · Associated Lighting Representatives, Inc PY 2023 · ESOP

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust · $92M · 145 · 91st

  • EBSA $92M
  • PART 145
  • TYPE 91st
  • NET ESOP
  • BOOK near Ksm Business Services, Inc. Employee Stock Ownership Plan
  • VS-ST ind #5826

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 California →

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Russ Davis Wholesale, Inc Employee Stock Ownership PlanRuss Davis Wholesale, Inc Em…$92MTuff Shed, Inc. Employee Stock Ownership PlanTuff Shed, Inc. Employee Sto…$92MWestchester Modular Homes, Inc. Employee Stock Ownership PlanWestchester Modular Homes, I…$92MKsm Business Services, Inc. Employee Stock Ownership PlanKsm Business Services, Inc. …$92MAssociated Lighting Representatives, Inc. Employee Stock Ownership Plan and TrustAssociated Lighting Represen…$92M
End-of-year total assets ($M) among Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$92M
Net Income$5M
Employer EIN942176054
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Lighting Representatives, Inc)

Sponsor-wide plan assets over time

All Associated Lighting Representatives, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$99M 14.02052538943355% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $86.6M $98.8M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 137 $87M
2023 1 145 $92M
2024 1 151 $99M

Nearby ESOP Plans in California

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

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.092032472 · Participants: 145Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Ksm Business Services, Inc. Employee Stock Ownership Plan in IN ($92M); by covered participants it is Sdi Education, Inc. Employee Stock Ownership Plan in AZ (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 6.2% during 2023, from $87M to $92M. Reported net income was $5M.
How have Associated Lighting Representatives, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Lighting Representatives, Inc's sponsor-wide assets grew 14.0%, from $87M to $99M.
Where does Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Ksm Business Services, Inc. Employee Stock Ownership Plan in IN ($92M, 488 participants).
Which ESOP plans cover a similar participant headcount to Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Sdi Education, Inc. Employee Stock Ownership Plan in AZ (145 participants, $69M 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 942176054.

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.