ESOP · DOL Form 5500 · 2024

Aveka Group, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
183
Participants Below avg headcount
41st
Percentile by assets National rank
$25,880
Avg per participant Low balance/head
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Official DOL plan name: Aveka Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Aveka Group, Inc. · Minnesota · Manufacturing

$5M in assets, 183 participants

Aveka Group, Inc.'s Aveka Group, Inc. Employee Stock Ownership Plan and Trust reported $5M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,277 in Manufacturing (17,777 peers)

Coverage in Minnesota

Aveka Group, Inc. Employee Stock Ownership Plan and Trust covers 183 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.

#4,277
in Manufacturing (17,777 peers)
-40.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aveka Group, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Aveka Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,736,061 41st percentile higher than 41% 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

Aveka Group, Inc. Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aveka Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aveka Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Aveka Group, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$5M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Aveka Group, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 251 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 843129062 · Aveka Group, Inc. PY 2024 · ESOP

Aveka Group, Inc. Employee Stock Ownership Plan and Trust · $5M · 183 · 41st

  • 5500 $5M
  • ASSETS 183
  • PCT 41st
  • EIN ESOP
  • RANK near Dennis Allen Associates Employee Stock Ownership Plan
  • PHOTO ind #4277

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 Minnesota →

Aveka Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Aveka Group, Inc. Employee Stock Ownership Plan and TrustAveka Group, Inc. Employee S…$5MDennis Allen Associates Employee Stock Ownership PlanDennis Allen Associates Empl…$5MNelco Employee Stock Ownership Plan and TrustNelco Employee Stock Ownersh…$5MClark-Devon Hardware Company Employee Stock Ownership PlanClark-Devon Hardware Company…$5MKeystone Petroleum Equipment Employee Stock Ownership PlanKeystone Petroleum Equipment…$5M
End-of-year total assets ($M) among Aveka Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$4M
Net Income-$3M
Employer EIN843129062
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aveka Group, Inc.)

Sponsor-wide plan assets over time

All Aveka Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 20.314731434412582% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $23.5M $18.8M ▼ -20.3%
Year Plans Participants Total Assets
2022 2 492 $24M
2023 2 505 $21M
2024 2 368 $19M

Nearby ESOP Plans in Minnesota

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

Aveka Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Aveka Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 4.736061 · Participants: 183Aveka Group, Inc. Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Aveka Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Aveka Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Minnesota, the nearest ESOP by assets is Dennis Allen Associates Employee Stock Ownership Plan in CA ($5M); by covered participants it is Power House Plastering Employee Stock Ownership Plan in NV (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Aveka Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Aveka Group, Inc. Employee Stock Ownership Plan and Trust contracted severely - down 40.4% during 2024, from $8M to $5M. Reported net income was -$3M.
How have Aveka Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aveka Group, Inc.'s sponsor-wide assets declined 20.3%, from $24M to $19M.
Which ESOP plans are similar in size to Aveka Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Dennis Allen Associates Employee Stock Ownership Plan in CA ($5M, 60 participants).
Which ESOP plans cover a similar participant headcount to Aveka Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Power House Plastering Employee Stock Ownership Plan in NV (183 participants, $10M 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 843129062.

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.