ESOP · DOL Form 5500 · 2024

Arlee Home Fashions, Inc. ESOP

Data updated 2026-08-25

$363K
Total assets Small plan by assets
19
Participants Small participant base
15th
Percentile by assets National rank
$19,128
Avg per participant Low balance/head
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Official DOL plan name: The Arlee Group Employee Stock Ownership Plan · Sponsored by Arlee Home Fashions, Inc. · New York · Wholesale Trade

$363K in assets, 19 participants

Arlee Home Fashions, Inc.'s The Arlee Group Employee Stock Ownership Plan reported $363K in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #438 in Wholesale Trade (6,080 peers)

Arlee Home Fashions, Inc. multi-year trail

Arlee Home Fashions, Inc.'s plans moved -52.8% in assets from 2022 to 2024; this filing shows The Arlee Group Employee Stock Ownership Plan at $363K / 19 participants.

#438
in Wholesale Trade (6,080 peers)
-40.7%
assets change YoY

The plan reported a net loss of $249K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Arlee Group Employee Stock Ownership Plan among the smaller filed plans by assets

The Arlee Group Employee Stock Ownership Plan vs every filed plan by assets

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

$363,426 15th percentile higher than 15% 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

The Arlee Group 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. The Arlee Group Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Arlee Group Employee Stock Ownership Plan reported net income fell from -$158K in the plan year 2023 filing to -$249K in the plan year 2024 filing.
  • The Arlee Group Employee Stock Ownership Plan end-of-year assets fell from $613K in the plan year 2023 filing to $363K in the plan year 2024 filing.
  • The Arlee Group Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 620989371 · Arlee Home Fashions, Inc. PY 2024 · ESOP

The Arlee Group Employee Stock Ownership Plan · $363K · 19 · 15th

  • EIN $363K
  • RANK 19
  • PHOTO 15th
  • IND ESOP
  • EOY near Ham Broadcasting Company, Inc. Employee Stock Ownership Plan
  • 5500 ind #438

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 New York →

The Arlee Group Employee Stock Ownership Plan in the asset neighbourhood

New-Tech Packaging Employee Stock Ownership PlanNew-Tech Packaging Employee …$367KFarmers Bancshares, Inc. Employee Stock Ownership PlanFarmers Bancshares, Inc. Emp…$369KThe Arlee Group Employee Stock Ownership PlanThe Arlee Group Employee Sto…$363KHam Broadcasting Company, Inc. Employee Stock Ownership PlanHam Broadcasting Company, In…$363KMeridian Systems, Inc. Employee Stock Ownership PlanMeridian Systems, Inc. Emplo…$361K
End-of-year total assets ($M) among The Arlee Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Arlee Home Fashions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Arlee Home Fashions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$363K 52.832507680067906% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.77M $0.36M ▼ -53.2%
Year Plans Participants Total Assets
2022 1 23 $771K
2023 1 21 $613K
2024 1 19 $363K

Arlee Home Fashions, Inc. filing trail (2024)

Total Assets (Beginning of Year)$613K
Net Assets (End of Year)$363K
Net Income-$249K
Employer EIN620989371
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New York

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

The Arlee Group Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants The Arlee Group Employee Stock Ownership Plan, Total assets ($M): 0.363426 · Participants: 19The Arlee Group Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
The Arlee Group Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare The Arlee Group Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside New York, the nearest ESOP by assets is Ham Broadcasting Company, Inc. Employee Stock Ownership Plan in KY ($363K); by covered participants it is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 The Arlee Group Employee Stock Ownership Plan assets move in 2024? ▼
The Arlee Group Employee Stock Ownership Plan contracted severely - down 40.7% during 2024, from $613K to $363K. Reported net income was -$249K.
How have Arlee Home Fashions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arlee Home Fashions, Inc.'s sponsor-wide assets declined 52.8%, from $771K to $363K.
Where does The Arlee Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Arlee Group Employee Stock Ownership Plan ranks in the 15th 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 The Arlee Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ham Broadcasting Company, Inc. Employee Stock Ownership Plan in KY ($363K, 34 participants).
Which ESOP plans cover a similar participant headcount to The Arlee Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants, $2M 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 620989371.

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.