ESOP · DOL Form 5500 · 2024

Rli Corp. ESOP

Data updated 2026-08-25

$404M
Total assets Above avg plan size
1,001
Participants Near avg headcount
97th
Percentile by assets National rank
$403,426
Avg per participant High balance/head
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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.

  • #8,060 in Finance & Insurance (8,549 peers)

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.

#8,060
in Finance & Insurance (8,549 peers)
+19.9%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Rli Corp. Employee Stock Ownership Plan's outsized position by total assets

Rli Corp. Employee Stock Ownership Plan vs every filed plan by assets

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

$403,829,349 Top 3% higher than 97% 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

Rli Corp. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rli Corp. Employee Stock Ownership Plan lands in the large band (1,001 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 370889946 · Rli Corp. PY 2024 · ESOP

Rli Corp. Employee Stock Ownership Plan · $404M · 1,001 · 97th

  • RANK $404M
  • PHOTO 1,001
  • IND 97th
  • EOY ESOP
  • 5500 near Allied Mineral Products Employee Stock Ownership Plan
  • ASSETS ind #8060

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 →

Rli Corp. Employee Stock Ownership Plan in the asset neighbourhood

Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustModern Technology Solutions,…$407MAllied Mineral Products Employee Stock Ownership PlanAllied Mineral Products Empl…$404MRli Corp. Employee Stock Ownership PlanRli Corp. Employee Stock Own…$404MAir Tractor Holdings, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. E…$401MEmery Sapp Employee Stock Ownership PlanEmery Sapp Employee Stock Ow…$400M
End-of-year total assets ($M) among Rli Corp. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$337M
Net Assets (End of Year)$404M
Net Income$70M
Employer EIN370889946
Plan Effective Date1972-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rli Corp.)

Sponsor-wide plan assets over time

All Rli Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$769M 25.958666296304862% vs 2022
2024 filing year
$550M$600M$650M$700M$750M$800M 202220232024 $610M $769M ▲ +26.0%
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 Scatter plot of 6 data points. 0200040006000800010000 01234 Total assets ($B) Participants Rli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.403829349 · Participants: 1001Rli Corp. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Rli Corp. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Rli Corp. Employee Stock Ownership Plan side-by-side with 3 peers →

Rli Corp. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Allied Mineral Products Employee Stock Ownership Plan in OH ($404M); by covered participants it is Prwt Services Employee Stock Ownership Plan in PA (1,002 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,001 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 Rli Corp. Employee Stock Ownership Plan assets move in 2024? ▼
Rli Corp. Employee Stock Ownership Plan grew sharply - up 19.9% during 2024, from $337M to $404M. Reported net income was $70M.
How have Rli Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rli Corp.'s sponsor-wide assets grew 26.0%, from $610M to $769M.
Where does Rli Corp. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rli Corp. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Rli Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Allied Mineral Products Employee Stock Ownership Plan in OH ($404M, 606 participants).
Which ESOP plans cover a similar participant headcount to Rli Corp. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Prwt Services Employee Stock Ownership Plan in PA (1,002 participants, $21M 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 370889946.

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.