ESOP · DOL Form 5500 · 2022

Mss Business Transformation Advisory, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
49
Participants Small participant base
31st
Percentile by assets National rank
$33,042
Avg per participant Low balance/head
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Official DOL plan name: Mss Technologies, Inc. Employee Stock Ownership Plan · Sponsored by Mss Business Transformation Advisory, Inc. · Arizona · Professional & Technical Services

$2M in assets, 49 participants

Mss Business Transformation Advisory, Inc.'s Mss Technologies, Inc. Employee Stock Ownership Plan reported $2M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,845 in Professional & Technical Services (21,562 peers)

Mss Business Transformation Advisory, Inc. multi-year trail

Mss Business Transformation Advisory, Inc.'s plans moved -15.6% in assets from 2022 to 2024; this filing shows Mss Technologies, Inc. Employee Stock Ownership Plan at $2M / 49 participants.

#5,845
in Professional & Technical Services (21,562 peers)
+14.6%
assets growth YoY

Mss Technologies, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Mss Technologies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,619,046 31st percentile higher than 31% 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

Mss Technologies, 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. Mss Technologies, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 860638601 · Mss Business Transformation Advisory, Inc. PY 2022 · ESOP

Mss Technologies, Inc. Employee Stock Ownership Plan · $2M · 49 · 31st

  • ASSETS $2M
  • ASSETS 49
  • ASSETS 31st
  • ASSETS ESOP
  • ASSETS near Park Construction Management, Inc. Employee Stock Ownership Plan and Trust
  • ASSETS ind #5845

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 Arizona →

Mss Technologies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mss Technologies, Inc. Employee Stock Ownership PlanMss Technologies, Inc. Emplo…$2MPark Construction Management, Inc. Employee Stock Ownership Plan and TrustPark Construction Management…$2MBabich & Associates, Inc. Employee Stock Ownership PlanBabich & Associates, Inc. Em…$2MGenerations Bank Employee Stock Ownership PlanGenerations Bank Employee St…$2MMauch Chunk Trust Company Employee Stock Ownership PlanMauch Chunk Trust Company Em…$2M
End-of-year total assets ($M) among Mss Technologies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Mss Business Transformation Advisory, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mss Business Transformation Advisory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.638962697786226% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.62M $1.37M ▼ -15.4%
Year Plans Participants Total Assets
2022 1 49 $2M
2023 1 49 $2M
2024 1 52 $1M

Mss Business Transformation Advisory, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$207K
Employer EIN860638601
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Mss Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants Mss Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.619046 · Participants: 49Mss Technologies, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($M): 653.823941 · Participants: 1879The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($M): 498.168071 · Participants: 18179U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($M): 309.035135 · Participants: 235Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($M): 190.288581 · Participants: 1362Pima Medical Institute Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($M): 144.534583 · Participants: 139Rvr Employee Stock Ownership Plan
Mss Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Mss Technologies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mss Technologies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Park Construction Management, Inc. Employee Stock Ownership Plan and Trust in IL ($2M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Mss Technologies, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Mss Technologies, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.6% during 2022, from $1M to $2M. Reported net income was $207K.
How have Mss Business Transformation Advisory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mss Business Transformation Advisory, Inc.'s sponsor-wide assets declined 15.6%, from $2M to $1M.
Which ESOP plans are similar in size to Mss Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Park Construction Management, Inc. Employee Stock Ownership Plan and Trust in IL ($2M, 1 participant).
Which ESOP plans cover a similar participant headcount to Mss Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $10M 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 860638601.

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.