ESOP · DOL Form 5500 · 2022

Advanced Aluminum of Polk County, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
43
Participants Small participant base
72nd
Percentile by assets National rank
$343,078
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#12,680
in Manufacturing (20,602 peers)
+88.6%
assets growth YoY

Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan's outsized position by total assets

Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,752,335 Top 28% higher than 72% 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 Aluminium of Polk County, Inc. 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 Aluminium of Polk County, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

DOL schedule card

Filing strip 593065922 · Advanced Aluminum of Polk County, Inc. PY 2022 · ESOP

Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan · $15M · 43 · 72nd

  • PHOTO $15M
  • IND 43
  • EOY 72nd
  • 5500 ESOP
  • ASSETS near Azcon, Inc. Employee Stock Ownership Plan
  • PCT ind #12680

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 Florida →

Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Azcon, Inc. Employee Stock Ownership PlanAzcon, Inc. Employee Stock O…$15MThe Party Source Employee Stock Ownership PlanThe Party Source Employee St…$15MAdvanced Aluminium of Polk County, Inc. Employee Stock Ownership PlanAdvanced Aluminium of Polk C…$15MBridge Community Bank ESOP$15MJensen Builders Ltd. Employee Stock Ownership PlanJensen Builders Ltd. Employe…$15M
End-of-year total assets ($M) among Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Advanced Aluminum of Polk County, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Aluminum of Polk County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 41.503389124501304% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $14.8M $8.63M ▼ -41.5%
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 EIN593065922
Plan Effective Date2003-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014752335 · Participants: 43Advanced Aluminium of Polk County, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Azcon, Inc. Employee Stock Ownership Plan in IL ($15M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Aluminium of Polk County, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan surged - up 88.6% during 2022, from $8M to $15M. Reported net income was $7M.
How have Advanced Aluminum of Polk County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Aluminum of Polk County, Inc.'s sponsor-wide assets declined 41.5%, from $15M to $9M.
Which ESOP plans are similar in size to Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Azcon, Inc. Employee Stock Ownership Plan in IL ($15M, 32 participants).
Which ESOP plans cover a similar participant headcount to Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (43 participants, $7M 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 593065922.

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.