ESOP · DOL Form 5500 · 2022

Advanced Equity Management, Inc. ESOP

Data updated 2026-08-25

$20K
Total assets Small plan by assets
21
Participants Small participant base
2nd
Percentile by assets National rank
$952
Avg per participant Low balance/head
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Official DOL plan name: Advanced Equity Management, Inc. Employee Stock Ownership Plan · Sponsored by Advanced Equity Management, Inc. · Texas · Administrative & Support Services

$20K in assets, 21 participants

Advanced Equity Management, Inc.'s Advanced Equity Management, Inc. Employee Stock Ownership Plan reported $20K in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #209 in Administrative & Support Services (4,927 peers)

Advanced Equity Management, Inc. multi-year trail

Advanced Equity Management, Inc.'s plans moved +1464.8% in assets from 2022 to 2024; this filing shows Advanced Equity Management, Inc. Employee Stock Ownership Plan at $20K / 21 participants.

#209
in Administrative & Support Services (4,927 peers)
$20K
reported net income

Advanced Equity Management, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Advanced Equity Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,000 2nd percentile higher than 2% 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 Equity Management, 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 Equity Management, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 931444594 · Advanced Equity Management, Inc. PY 2022 · ESOP

Advanced Equity Management, Inc. Employee Stock Ownership Plan · $20K · 21 · 2nd

  • PCT $20K
  • PCT 21
  • PCT 2nd
  • PCT ESOP
  • PCT near Pillow Perfect, Inc. ESOP
  • PCT ind #209

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 →

Advanced Equity Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Advanced Equity Management, Inc. Employee Stock Ownership PlanAdvanced Equity Management, …$20KPillow Perfect, Inc. ESOP$20KSecure Investing Partners LLC ESOP PlanSecure Investing Partners LL…$20KAms Employee Stock Ownership PlanAms Employee Stock Ownership…$20KKerr Lakeside Inc. Employee Stock Ownership PlanKerr Lakeside Inc. Employee …$20K
End-of-year total assets ($M) among Advanced Equity Management, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Advanced Equity Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Equity Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$313K 1464.795% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.02M $0.31M ▲ +1450.0%
Year Plans Participants Total Assets
2022 1 21 $20K
2023 1 22 $143K
2024 1 25 $313K

Advanced Equity Management, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$20K
Net Income$20K
Employer EIN931444594
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Advanced Equity Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Advanced Equity Management, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00002 · Participants: 21Advanced Equity Management, 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
Advanced Equity Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Advanced Equity Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Pillow Perfect, Inc. ESOP in GA ($20K); by covered participants it is Eagle Metal Employee Stock Ownership Plan in FL (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20K here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 have Advanced Equity Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Equity Management, Inc.'s sponsor-wide assets grew 1464.8%, from $20K to $313K.
Where does Advanced Equity Management, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Advanced Equity Management, Inc. Employee Stock Ownership Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Advanced Equity Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pillow Perfect, Inc. ESOP in GA ($20K, 90 participants).
Which ESOP plans cover a similar participant headcount to Advanced Equity Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eagle Metal Employee Stock Ownership Plan in FL (21 participants, $27M 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 931444594.

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.