ESOP · DOL Form 5500 · 2024

Aptura Group, Inc. ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
309
Participants Below avg headcount
81st
Percentile by assets National rank
$126,191
Avg per participant Near avg balance/head
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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.

  • #4,925 in Wholesale Trade (6,080 peers)

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.

#4,925
in Wholesale Trade (6,080 peers)
+10.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Aptura Employee Stock Ownership Plan's outsized position by total assets

Aptura Employee Stock Ownership Plan vs every filed plan by assets

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

$38,992,889 Top 19% higher than 81% 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

Aptura 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. Aptura Employee Stock Ownership Plan sits mid-pack in the medium band (309 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 870850201 · Aptura Group, Inc. PY 2024 · ESOP

Aptura Employee Stock Ownership Plan · $39M · 309 · 81st

  • NET $39M
  • NET 309
  • NET 81st
  • NET ESOP
  • NET near Stoneage Employee Stock Ownership Plan
  • NET ind #4925

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 →

Aptura Employee Stock Ownership Plan in the asset neighbourhood

Club Fitness Employee Stock Ownership PlanClub Fitness Employee Stock …$39MFirst Citizens National Bank ESOP Plan and TrustFirst Citizens National Bank…$39MStoneage Employee Stock Ownership PlanStoneage Employee Stock Owne…$39MAptura Employee Stock Ownership PlanAptura Employee Stock Owners…$39MCornerstone Holdings, Inc. Employee Stock Ownership Plan and TrustCornerstone Holdings, Inc. E…$39M
End-of-year total assets ($M) among Aptura 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)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN870850201
Plan Effective Date2021-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aptura Group, Inc.)

Sponsor-wide plan assets over time

All Aptura Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 33.88453948574613% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.7M $51.9M ▲ +33.9%
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 Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Aptura Employee Stock Ownership Plan, Total assets ($B): 0.038992889 · Participants: 309Aptura 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
Aptura Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Aptura Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest ESOP by assets is Stoneage Employee Stock Ownership Plan in CO ($39M); by covered participants it is Midwest Wheel Companies Employee Stock Ownership Plan in IA (309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Aptura Employee Stock Ownership Plan assets move in 2024? ▼
Aptura Employee Stock Ownership Plan grew at a solid clip - up 10.2% during 2024, from $35M to $39M. Reported net income was $4M.
How have Aptura Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aptura Group, Inc.'s sponsor-wide assets grew 33.9%, from $39M to $52M.
Where does Aptura Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aptura Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Aptura Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stoneage Employee Stock Ownership Plan in CO ($39M, 153 participants).
Which ESOP plans cover a similar participant headcount to Aptura Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midwest Wheel Companies Employee Stock Ownership Plan in IA (309 participants, $12M 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 870850201.

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.