ESOP · DOL Form 5500 · 2024

Natare Corporation ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
40
Participants Small participant base
24th
Percentile by assets National rank
$27,040
Avg per participant Low balance/head
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Official DOL plan name: Natare Corporation Employee Stock Ownership Plan · Sponsored by Natare Corporation · Indiana · Manufacturing

$1M in assets, 40 participants

Natare Corporation's Natare Corporation Employee Stock Ownership Plan reported $1M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,790 in Manufacturing (17,777 peers)

Natare Corporation multi-year trail

Natare Corporation's plans moved +214.9% in assets from 2022 to 2024; this filing shows Natare Corporation Employee Stock Ownership Plan at $1M / 40 participants.

#1,790
in Manufacturing (17,777 peers)
+110.2%
assets growth YoY

Natare Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

Natare Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$1,081,601 24th percentile higher than 24% 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

Natare Corporation 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. Natare Corporation Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Natare Corporation Employee Stock Ownership Plan reported net income rose from $246K in the plan year 2023 filing to $660K in the plan year 2024 filing.
  • Natare Corporation Employee Stock Ownership Plan end-of-year assets rose from $515K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Natare Corporation Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351850533 · Natare Corporation PY 2024 · ESOP

Natare Corporation Employee Stock Ownership Plan · $1M · 40 · 24th

  • BOY $1M
  • SCH 40
  • EBSA 24th
  • PART ESOP
  • TYPE near Michael Mccutcheon Construction Company, Inc. Employee Stock Ownership Plan
  • NET ind #1790

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 Indiana →

Natare Corporation Employee Stock Ownership Plan in the asset neighbourhood

Natare Corporation Employee Stock Ownership PlanNatare Corporation Employee …$1MMichael Mccutcheon Construction Company, Inc. Employee Stock Ownership PlanMichael Mccutcheon Construct…$1MEdm Incorporated Employee Stock Ownership PlanEdm Incorporated Employee St…$1MEriksson Engineering Associates, Ltd. Employee Stock Ownership PlanEriksson Engineering Associa…$1MSoliant Consulting, Inc. Employee Stock Ownership PlanSoliant Consulting, Inc. Emp…$1M
End-of-year total assets ($M) among Natare Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Natare Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Natare Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 214.91965421760764% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.34M $1.08M ▲ +217.6%
Year Plans Participants Total Assets
2022 1 53 $343K
2023 1 39 $515K
2024 1 40 $1M

Natare Corporation filing trail (2024)

Total Assets (Beginning of Year)$515K
Net Assets (End of Year)$725K
Net Income$660K
Employer EIN351850533
Plan Effective Date2022-02-15
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Natare Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Natare Corporation Employee Stock Ownership Plan, Total assets ($B): 0.001081601 · Participants: 40Natare Corporation Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Natare Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Natare Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Natare Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Michael Mccutcheon Construction Company, Inc. Employee Stock Ownership Plan in CA ($1M); by covered participants it is Murphy Bank Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Natare Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Natare Corporation Employee Stock Ownership Plan surged - up 110.2% during 2024, from $515K to $1M. Reported net income was $660K.
How have Natare Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Natare Corporation's sponsor-wide assets grew 214.9%, from $343K to $1M.
Where does Natare Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Natare Corporation Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Natare Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Michael Mccutcheon Construction Company, Inc. Employee Stock Ownership Plan in CA ($1M, 14 participants).
Which ESOP plans cover a similar participant headcount to Natare Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Murphy Bank Employee Stock Ownership Plan in CA (40 participants, $7M 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 351850533.

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.