ESOP · DOL Form 5500 · 2022
Advanced Aluminum of Polk County, Inc. ESOP
Data updated 2026-08-11
- $15M
- Total assets
- 43
- Participants
- 72nd
- Percentile by assets
- $343,078
- Avg per participant
Official DOL plan name: Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan · Sponsored by Advanced Aluminum of Polk County, Inc. · Florida · Manufacturing
$15M in assets, 43 participants
Advanced Aluminum of Polk County, Inc.'s Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan reported $15M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 139,126 plans)
- #12,680 in Manufacturing (20,602 peers)
Advanced Aluminum of Polk County, Inc. multi-year trail
Advanced Aluminum of Polk County, Inc.'s plans moved -41.5% in assets from 2022 to 2024; this filing shows Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan at $15M / 43 participants.
- $15M
- total plan assets (2022 EOY)
- 43
- covered participants
- 72nd
- percentile by assets (of 139,126 plans)
- $343,078
- avg assets per participant
Advanced Aluminum of Polk County, Inc. across 3 plan years on file
Across the 3 plan years Advanced Aluminum of Polk County, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $9M, a decline of 41.5%, while reported participants moved from 43 to 55 (+27.9%). Peak year by sponsor assets: 2022 ($15M); trough: 2024 ($9M).
Advanced Aluminum of Polk County, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $15M |
| 2023 | 1 | 46 | $10M |
| 2024 | 1 | 55 | $9M |
Advanced Aluminum of Polk County, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $7M |
| Employer EIN | 593065922 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
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Frequently Asked Questions
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Multi-year trail
Ways to act on Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Advanced Aluminum of Polk County, Inc.'s sponsor-wide assets have declined 41.5% since 2022 across 3 plan years on file. More Manufacturing plans