ESOP · DOL Form 5500 · 2024
Rli Corp. ESOP
Data updated 2026-07-24
- $404M
- Total assets
- 1,001
- Participants
- 97th
- Percentile by assets
- $403,426
- Avg per participant
Official DOL plan name: Rli Corp. Employee Stock Ownership Plan · Sponsored by Rli Corp. · Illinois · Finance & Insurance
$404M in assets, 1,001 participants
Rli Corp.'s Rli Corp. Employee Stock Ownership Plan reported $404M in total assets and 1,001 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 116,472 plans)
Where Rli Corp. Employee Stock Ownership Plan sits by assets
Rli Corp. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $404M for 1,001 participants (~$403,426/participant), up 19.9% in 2024.
- $404M
- total plan assets (2024 EOY)
- 1,001
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $403,426
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rli Corp. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $70M in the plan year 2024 filing.
- Rli Corp. Employee Stock Ownership Plan end-of-year assets rose from $337M in the plan year 2023 filing to $404M in the plan year 2024 filing.
- Rli Corp. Employee Stock Ownership Plan reported participants rose from 900 in the plan year 2023 filing to 1,001 in the plan year 2024 filing.
Rli Corp. Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Rli Corp. Employee Stock Ownership Plan outranks 97% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.0x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $337M |
|---|---|
| Net Assets (End of Year) | $404M |
| Net Income | $70M |
| Employer EIN | 370889946 |
| Plan Effective Date | 1972-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rli Corp.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,711 | $610M |
| 2023 | 2 | 1,880 | $658M |
| 2024 | 2 | 2,070 | $769M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Rli Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- 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
- Imeg Corp. Employee Stock Ownership Plan $318M · 2,225
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Rli Corp. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Rli Corp. Employee Stock Ownership Plan assets move in 2024? ▼
How have Rli Corp. plan assets changed over time? ▼
Where does Rli Corp. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Rli Corp. Employee Stock Ownership Plan? ▼
Next read for Rli Corp. Employee Stock Ownership Plan
Scale reading
Ways to act on Rli Corp. Employee Stock Ownership Plan's numbers.
- By total assets, Rli Corp. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Rli Corp.'s sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Finance & Insurance plans
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 370889946.
Read our methodology - how this data is sourced, computed, and verified.