ESOP · DOL Form 5500 · 2022

Advanced Engineering Consultants ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
56
Participants Small participant base
39th
Percentile by assets National rank
$50,000
Avg per participant Low balance/head
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Official DOL plan name: Advanced Engineering Consultants Employee Stock Ownership Plan · Sponsored by Advanced Engineering Consultants · Ohio · Professional & Technical Services

$3M in assets, 56 participants

Advanced Engineering Consultants's Advanced Engineering Consultants Employee Stock Ownership Plan reported $3M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,827 in Professional & Technical Services (21,562 peers)

Advanced Engineering Consultants multi-year trail

Advanced Engineering Consultants's plans moved +114.3% in assets from 2022 to 2024; this filing shows Advanced Engineering Consultants Employee Stock Ownership Plan at $3M / 56 participants.

#7,827
in Professional & Technical Services (21,562 peers)
-9.8%
assets change YoY

Advanced Engineering Consultants Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Advanced Engineering Consultants Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,800,000 39th percentile higher than 39% of 139,123 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 2022

Advanced Engineering Consultants Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advanced Engineering Consultants Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 311612308 · Advanced Engineering Consultants PY 2022 · ESOP

Advanced Engineering Consultants Employee Stock Ownership Plan · $3M · 56 · 39th

  • PCT $3M
  • PCT 56
  • PCT 39th
  • PCT ESOP
  • PCT near Bill Carr Surveys, Inc. Employee Stock Ownership Plan
  • PCT ind #7827

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 Ohio →

Advanced Engineering Consultants Employee Stock Ownership Plan in the asset neighbourhood

Heath Ceramics Employee Stock Ownership PlanHeath Ceramics Employee Stoc…$3MAdvanced Engineering Consultants Employee Stock Ownership PlanAdvanced Engineering Consult…$3MBill Carr Surveys, Inc. Employee Stock Ownership PlanBill Carr Surveys, Inc. Empl…$3MCapital Insurance Holdings, Inc. Employee Stock Ownership PlanCapital Insurance Holdings, …$3MEasling Construction Company, Inc Employee Stock Ownership PlanEasling Construction Company…$3M
End-of-year total assets ($M) among Advanced Engineering Consultants Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Advanced Engineering Consultants multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Engineering Consultants plans reported in each filing year

Latest sponsor-wide plan assets
$6M 114.28571428571428% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.8M $6M ▲ +114.3%
Year Plans Participants Total Assets
2022 1 56 $3M
2023 1 58 $5M
2024 1 62 $6M

Advanced Engineering Consultants filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$6M
Net Income$406K
Employer EIN311612308
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Advanced Engineering Consultants Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Advanced Engineering Consultants Employee Stock Ownership Plan, Total assets ($B): 0.0028 · Participants: 56Advanced Engineering Consultants Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.972067387 · Participants: 30782Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.386806135 · Participants: 1000The Garland Industries, Inc. Employee Stock Ownership Plan & TrustAdvanced Drainage Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.559381199 · Participants: 3337Advanced Drainage Systems, Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.556639229 · Participants: 808Messer Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.444757925 · Participants: 407Cleveland Steel Container Corporation Employee Stock Ownership Plan
Advanced Engineering Consultants Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Advanced Engineering Consultants Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest ESOP by assets is Bill Carr Surveys, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advanced Engineering Consultants Employee Stock Ownership Plan assets move in 2022? ▼
Advanced Engineering Consultants Employee Stock Ownership Plan pulled back noticeably - down 9.8% during 2022, from $3M to $3M. Reported net income was $406K.
How have Advanced Engineering Consultants plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Engineering Consultants's sponsor-wide assets grew 114.3%, from $3M to $6M.
Which ESOP plans are similar in size to Advanced Engineering Consultants Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bill Carr Surveys, Inc. Employee Stock Ownership Plan in CA ($3M, 30 participants).
Which ESOP plans cover a similar participant headcount to Advanced Engineering Consultants Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO (56 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311612308.

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.