ESOP · DOL Form 5500 · 2024

Arnold Insurance Agency Inc ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
28th
Percentile by assets National rank
$159,609
Avg per participant Above avg balance/head
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Official DOL plan name: Arnold Insurance Agency Employee Stock Ownership Plan · Sponsored by Arnold Insurance Agency Inc · Ohio · Finance & Insurance

$2M in assets, 11 participants

Arnold Insurance Agency Inc's Arnold Insurance Agency Employee Stock Ownership Plan reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,485 in Finance & Insurance (8,549 peers)

Arnold Insurance Agency Inc multi-year trail

Arnold Insurance Agency Inc's plans moved +136.9% in assets from 2022 to 2024; this filing shows Arnold Insurance Agency Employee Stock Ownership Plan at $2M / 11 participants.

#1,485
in Finance & Insurance (8,549 peers)
+173.8%
assets growth YoY

Arnold Insurance Agency Employee Stock Ownership Plan among the smaller filed plans by assets

Arnold Insurance Agency Employee Stock Ownership Plan vs every filed plan by assets

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

$1,755,701 28th percentile higher than 28% 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

Arnold Insurance Agency 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. Arnold Insurance Agency Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Arnold Insurance Agency Employee Stock Ownership Plan reported net income rose from -$36K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Arnold Insurance Agency Employee Stock Ownership Plan end-of-year assets rose from $641K in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311250202 · Arnold Insurance Agency Inc PY 2024 · ESOP

Arnold Insurance Agency Employee Stock Ownership Plan · $2M · 11 · 28th

  • PCT $2M
  • EIN 11
  • RANK 28th
  • PHOTO ESOP
  • IND near Hillerich & Bradsby Co. Employee Stock Ownership Plan
  • EOY ind #1485

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 Ohio →

Arnold Insurance Agency Employee Stock Ownership Plan in the asset neighbourhood

Arnold Insurance Agency Employee Stock Ownership PlanArnold Insurance Agency Empl…$2MHillerich & Bradsby Co. Employee Stock Ownership PlanHillerich & Bradsby Co. Empl…$2MIntegrity Building, Corp. Employee Stock Ownersthip PlanIntegrity Building, Corp. Em…$2MClark-Mxr, Inc. Employee Stock Ownership PlanClark-Mxr, Inc. Employee Sto…$2MPaddock Construction Company Employee Stock Ownership PlanPaddock Construction Company…$2M
End-of-year total assets ($M) among Arnold Insurance Agency Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arnold Insurance Agency Inc multi-year asset trail

Sponsor-wide plan assets over time

All Arnold Insurance Agency Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 136.93702690556938% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.74M $1.76M ▲ +137.8%
Year Plans Participants Total Assets
2022 1 11 $741K
2023 1 11 $641K
2024 1 11 $2M

Arnold Insurance Agency Inc filing trail (2024)

Total Assets (Beginning of Year)$641K
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN311250202
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Arnold Insurance Agency Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Arnold Insurance Agency Employee Stock Ownership Plan, Total assets ($B): 0.001755701 · Participants: 11Arnold Insurance Agency Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
Arnold Insurance Agency Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Arnold Insurance Agency Employee Stock Ownership Plan side-by-side with 3 peers →

Arnold Insurance Agency Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Hillerich & Bradsby Co. Employee Stock Ownership Plan in KY ($2M); by covered participants it is Adelante Consulting, Inc. Employee Stock Ownership Plan in NM (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Arnold Insurance Agency Employee Stock Ownership Plan assets move in 2024? ▼
Arnold Insurance Agency Employee Stock Ownership Plan surged - up 173.8% during 2024, from $641K to $2M. Reported net income was $1M.
How have Arnold Insurance Agency Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arnold Insurance Agency Inc's sponsor-wide assets grew 136.9%, from $741K to $2M.
Which ESOP plans are similar in size to Arnold Insurance Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hillerich & Bradsby Co. Employee Stock Ownership Plan in KY ($2M, 5 participants).
Which ESOP plans cover a similar participant headcount to Arnold Insurance Agency Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adelante Consulting, Inc. Employee Stock Ownership Plan in NM (11 participants, $1M 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 311250202.

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.