ESOP · DOL Form 5500 · 2024
R. D. Niven & Associates, Ltd., ESOP
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $403,534
- Avg per participant High balance/head
Official DOL plan name: The Niven Marketing Group Employee Stock Ownership Plan · Sponsored by R. D. Niven & Associates, Ltd., · Illinois · Manufacturing
$15M in assets, 38 participants
R. D. Niven & Associates, Ltd.,'s The Niven Marketing Group Employee Stock Ownership Plan reported $15M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #9,418 in Manufacturing (17,777 peers)
R. D. Niven & Associates, Ltd., multi-year trail
R. D. Niven & Associates, Ltd.,'s plans moved +35.3% in assets from 2022 to 2024; this filing shows The Niven Marketing Group Employee Stock Ownership Plan at $15M / 38 participants.
- #9,418
- in Manufacturing (17,777 peers)
- +21.4%
- assets growth YoY
The Niven Marketing Group Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
The Niven Marketing Group Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,334,297 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Niven Marketing Group 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. The Niven Marketing Group Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Niven Marketing Group Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Niven Marketing Group Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- The Niven Marketing Group Employee Stock Ownership Plan reported participants rose from 34 in the plan year 2023 filing to 38 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 860367015 · R. D. Niven & Associates, Ltd., PY 2024 · ESOP
The Niven Marketing Group Employee Stock Ownership Plan · $15M · 38 · 65th
- 5500 $15M
- 5500 38
- 5500 65th
- 5500 ESOP
- 5500 near Gold Mechanical, Inc. Employee Stock Ownership Plan
- 5500 ind #9418
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 Illinois →
The Niven Marketing Group Employee Stock Ownership Plan in the asset neighbourhood
R. D. Niven & Associates, Ltd., multi-year asset trail
Sponsor-wide plan assets over time
All R. D. Niven & Associates, Ltd., plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 35.33140239325605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $11M |
| 2023 | 1 | 34 | $13M |
| 2024 | 1 | 38 | $15M |
R. D. Niven & Associates, Ltd., filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 860367015 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
The Niven Marketing Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Gold Mechanical, Inc. Employee Stock Ownership Plan in MO ($15M); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (38 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.