ESOP · DOL Form 5500 · 2024

Associated Lighting Representatives, Inc ESOP

Data updated 2026-08-25

$99M
Total assets Below avg plan size
151
Participants Small participant base
90th
Percentile by assets National rank
$654,217
Avg per participant High balance/head
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Official DOL plan name: Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Associated Lighting Representatives, Inc · California · Wholesale Trade

$99M in assets, 151 participants

Associated Lighting Representatives, Inc's Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust reported $99M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,597 in Wholesale Trade (6,080 peers)

Coverage in California

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $99M.

#5,597
in Wholesale Trade (6,080 peers)
+7.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$98,786,731 Top 10% higher than 90% 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

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust 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. Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $92M in the plan year 2023 filing to $99M in the plan year 2024 filing.
  • Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 145 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942176054 · Associated Lighting Representatives, Inc PY 2024 · ESOP

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust · $99M · 151 · 90th

  • NET $99M
  • BOOK 151
  • VS-ST 90th
  • BOY ESOP
  • SCH near Empowered Ventures, Inc. Employee Stock Ownership Plan
  • EBSA ind #5597

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 California →

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment C…$99MEmpowered Ventures, Inc. Employee Stock Ownership PlanEmpowered Ventures, Inc. Emp…$99MAssociated Lighting Representatives, Inc. Employee Stock Ownership Plan and TrustAssociated Lighting Represen…$99MInland Truck Parts Company Employee Stock Ownership Plan and TrustInland Truck Parts Company E…$98MShamrock Trading Corporation ESOP Retirement PlanShamrock Trading Corporation…$98M
End-of-year total assets ($M) among Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$99M
Net Income$7M
Employer EIN942176054
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Lighting Representatives, Inc)

Sponsor-wide plan assets over time

All Associated Lighting Representatives, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$99M 14.02052538943355% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $86.6M $98.8M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 137 $87M
2023 1 145 $92M
2024 1 151 $99M

Nearby ESOP Plans in California

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

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.098786731 · Participants: 151Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and TrustParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in California, assets vs. participants
Compare Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Empowered Ventures, Inc. Employee Stock Ownership Plan in IN ($99M); by covered participants it is Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in PA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 7.3% during 2024, from $92M to $99M. Reported net income was $7M.
How have Associated Lighting Representatives, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Lighting Representatives, Inc's sponsor-wide assets grew 14.0%, from $87M to $99M.
Where does Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Empowered Ventures, Inc. Employee Stock Ownership Plan in IN ($99M, 231 participants).
Which ESOP plans cover a similar participant headcount to Associated Lighting Representatives, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Honat Bancorp, Inc. Employee Stock Ownership Plan W/401(k) Provisions in PA (151 participants, $31M 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 942176054.

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.