ESOP · DOL Form 5500 · 2024
Aptura Group, Inc. ESOP
Data updated 2026-07-24
- $39M
- Total assets
- 309
- Participants
- 81st
- Percentile by assets
- $126,191
- Avg per participant
Official DOL plan name: Aptura Employee Stock Ownership Plan · Sponsored by Aptura Group, Inc. · Indiana · Wholesale Trade
$39M in assets, 309 participants
Aptura Group, Inc.'s Aptura Employee Stock Ownership Plan reported $39M in total assets and 309 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 116,472 plans)
Where Aptura Employee Stock Ownership Plan sits by assets
Aptura Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $39M for 309 participants (~$126,191/participant), up 10.2% in 2024.
- $39M
- total plan assets (2024 EOY)
- 309
- covered participants
- 81st
- percentile by assets (of 116,472 plans)
- $126,191
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aptura Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Aptura Employee Stock Ownership Plan reported participants rose from 273 in the plan year 2023 filing to 309 in the plan year 2024 filing.
- Aptura Employee Stock Ownership Plan end-of-year assets rose from $35M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Aptura Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Aptura Employee Stock Ownership Plan outranks 81% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 870850201 |
| Plan Effective Date | 2021-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aptura Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 513 | $39M |
| 2023 | 2 | 555 | $46M |
| 2024 | 2 | 618 | $52M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Aptura Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $2.2B · 4,295
- Urschel Laboratories Employee Stock Ownership Plan $432M · 509
- Nibco Inc. Employee Stock Ownership Plan $377M · 1,370
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $170M · 622
- Ermco, Inc. Employee Stock Ownership Plan $151M · 123
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Aptura Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Aptura Employee Stock Ownership Plan assets move in 2024? ▼
How have Aptura Group, Inc. plan assets changed over time? ▼
Where does Aptura Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Aptura Employee Stock Ownership Plan? ▼
Next read for Aptura Employee Stock Ownership Plan
Scale reading
Ways to act on Aptura Employee Stock Ownership Plan's numbers.
- By total assets, Aptura Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Aptura Group, Inc.'s sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Wholesale Trade 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 870850201.
Read our methodology - how this data is sourced, computed, and verified.