ESOP · DOL Form 5500 · 2024
Aaron Investments Inc Dba Woodstock Outlet ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $9,748
- Avg per participant Low balance/head
Official DOL plan name: Aaron Investments Inc Employee Stock Ownership Plan · Sponsored by Aaron Investments Inc Dba Woodstock Outlet · Georgia · Retail Trade
$1M in assets, 131 participants
Aaron Investments Inc Dba Woodstock Outlet's Aaron Investments Inc Employee Stock Ownership Plan reported $1M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,035 in Retail Trade (8,048 peers)
Coverage in Georgia
Aaron Investments Inc Employee Stock Ownership Plan covers 131 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $1M.
- #3,035
- in Retail Trade (8,048 peers)
- +75.2%
- assets growth YoY
Aaron Investments Inc Employee Stock Ownership Plan among the smaller filed plans by assets
Aaron Investments Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,277,000 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Aaron Investments Inc Employee Stock Ownership Plan 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. Aaron Investments Inc Employee Stock Ownership Plan sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aaron Investments Inc Employee Stock Ownership Plan reported net income rose from $380K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Aaron Investments Inc Employee Stock Ownership Plan end-of-year assets rose from $729K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Aaron Investments Inc Employee Stock Ownership Plan reported participants rose from 123 in the plan year 2023 filing to 131 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 582029252 · Aaron Investments Inc Dba Woodstock Outlet PY 2024 · ESOP
Aaron Investments Inc Employee Stock Ownership Plan · $1M · 131 · 25th
- EBSA $1M
- EBSA 131
- EBSA 25th
- EBSA ESOP
- EBSA near Schoolsplp Employee Stock Ownership Plan
- EBSA ind #3035
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 Georgia →
Aaron Investments Inc Employee Stock Ownership Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $729K |
|---|---|
| Net Assets (End of Year) | -$16M |
| Net Income | $1M |
| Employer EIN | 582029252 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaron Investments Inc Dba Woodstock Outlet)
Sponsor-wide plan assets over time
All Aaron Investments Inc Dba Woodstock Outlet plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 37.582954350041916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 273 | $7M |
| 2023 | 2 | 252 | $8M |
| 2024 | 2 | 266 | $9M |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $681M · 1,745
- Choate Construction Company Employee Stock Ownership Plan $548M · 494
- Brent Scarbrough & Company Employee Stock Ownership Plan $522M · 485
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $281M · 488
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $231M · 324
Aaron Investments Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Schoolsplp Employee Stock Ownership Plan in AZ ($1M); by covered participants it is All Weather Contractors, Inc. Employee Stock Ownership Plan in FL (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 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.