ESOP · DOL Form 5500 · 2023

Associated Lighting Representatives, Inc ESOP

Data updated 2026-08-11

$92M
Total assets: 145
Participants: 91st
Percentile by assets: $634,707
Avg per participant

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.

91st percentile by assets (of 127,072 plans)
#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.

$92M
total plan assets (2023 EOY): 145
covered participants: 91st
percentile by assets (of 127,072 plans): $634,707
avg assets per participant

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 →

State

California

Industry

Wholesale Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust reports 145 participants - about 23% of that state average ($92M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$87M
Net Assets (End of Year)	$92M
Net Income	$5M
Employer EIN	942176054
Plan Effective Date	1994-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Associated Lighting Representatives, Inc)

Total plan assets by year, all Associated Lighting Representatives, Inc plans on file

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

Parsons Employee Stock Ownership Plan $3.8B · 7,871
Acco Employee Stock Ownership Plan $1.4B · 1,397
Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
Agron, Inc. Employee Stock Ownership Plan $533M · 72
Recology Employee Stock Ownership Plan $497M · 3,656

Compare Associated Lighting Representatives, Inc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Ksm Business Services, Inc. Employee Stock Ownership Plan (IN) $92M · 488
Westchester Modular Homes, Inc. Employee Stock Ownership Plan (NY) $92M · 145
Russ Davis Wholesale, Inc Employee Stock Ownership Plan (MN) $92M · 792
Tuff Shed, Inc. Employee Stock Ownership Plan (CO) $92M · 1,490

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).

Next read for Associated Lighting Representatives, Inc…

Filing takeaways

Ways to act on Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
Associated Lighting Representatives, Inc's sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.