ESOP · DOL Form 5500 · 2022

Beta Technology, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
47th
Percentile by assets National rank
$233,754
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beta Technology, Inc. Employee Stock Ownership Plan · Sponsored by Beta Technology, Inc. · Texas · Wholesale Trade

$4M in assets, 18 participants

Beta Technology, Inc.'s Beta Technology, Inc. Employee Stock Ownership Plan reported $4M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,369 in Wholesale Trade (6,843 peers)

2022 asset change

Beta Technology, Inc. Employee Stock Ownership Plan grew sharply 26.5% in 2022 ($3M → $4M) for 18 participants.

#2,369
in Wholesale Trade (6,843 peers)
+26.5%
assets growth YoY

Beta Technology, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Beta Technology, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,207,568 47th percentile higher than 47% 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

Beta Technology, 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. Beta Technology, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 760440744 · Beta Technology, Inc. PY 2022 · ESOP

Beta Technology, Inc. Employee Stock Ownership Plan · $4M · 18 · 47th

  • BOOK $4M
  • BOOK 18
  • BOOK 47th
  • BOOK ESOP
  • BOOK near Advance Mechanical Systems, Inc. Employee Stock Ownership Plan
  • BOOK ind #2369

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 Texas →

Beta Technology, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Beta Technology, Inc. Employee Stock Ownership PlanBeta Technology, Inc. Employ…$4MAdvance Mechanical Systems, Inc. Employee Stock Ownership PlanAdvance Mechanical Systems, …$4MCommonwealth Fire Protection Company, Inc. Employee Stock Ownership PlanCommonwealth Fire Protection…$4MTri-County Auto Group, Inc. Employee Stock Ownership PlanTri-County Auto Group, Inc. …$4MTama County Abstract Company Employee Stock Ownership PlanTama County Abstract Company…$4M
End-of-year total assets ($M) among Beta Technology, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Beta Technology, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Beta Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.886029174097721% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $4.21M $4M ▼ -5.0%
Year Plans Participants Total Assets
2022 1 18 $4M
2023 1 19 $4M
2024 1 18 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN760440744
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Beta Technology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Beta Technology, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004207568 · Participants: 18Beta Technology, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Beta Technology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Beta Technology, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Advance Mechanical Systems, Inc. Employee Stock Ownership Plan in IL ($4M); by covered participants it is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants). Same-state nearby plans are listed separately above.

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 Beta Technology, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Beta Technology, Inc. Employee Stock Ownership Plan grew sharply - up 26.5% during 2022, from $3M to $4M. Reported net income was $1M.
How have Beta Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beta Technology, Inc.'s sponsor-wide assets declined 4.9%, from $4M to $4M.
Which ESOP plans are similar in size to Beta Technology, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Advance Mechanical Systems, Inc. Employee Stock Ownership Plan in IL ($4M, 36 participants).
Which ESOP plans cover a similar participant headcount to Beta Technology, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants, $4M 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 760440744.

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.