ESOP · DOL Form 5500 · 2022

A-P-T Research, Inc ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
175
Participants Small participant base
74th
Percentile by assets National rank
$95,365
Avg per participant Below avg balance/head
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Official DOL plan name: Apt Employee Stock Ownership Plan · Sponsored by A-P-T Research, Inc · Alabama · Professional & Technical Services

$17M in assets, 175 participants

A-P-T Research, Inc's Apt Employee Stock Ownership Plan reported $17M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #16,002 in Professional & Technical Services (21,562 peers)

Coverage in Alabama

Apt Employee Stock Ownership Plan covers 175 participants in Alabama, about 49% of the average Alabama filer (state average ~360 per filing). Assets: $17M.

#16,002
in Professional & Technical Services (21,562 peers)
-2.5%
assets change YoY

Apt Employee Stock Ownership Plan's outsized position by total assets

Apt Employee Stock Ownership Plan vs every filed plan by assets

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

$16,688,909 Top 26% higher than 74% 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

Apt Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Apt Employee Stock Ownership Plan sits mid-pack in the medium band (175 participants).

DOL schedule card

Filing strip 631026951 · A-P-T Research, Inc PY 2022 · ESOP

Apt Employee Stock Ownership Plan · $17M · 175 · 74th

  • IND $17M
  • EOY 175
  • 5500 74th
  • ASSETS ESOP
  • PCT near Bamco, Inc. Employee Stock Ownership Plan
  • EIN ind #16002

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 Alabama →

Apt Employee Stock Ownership Plan in the asset neighbourhood

Apt Employee Stock Ownership PlanApt Employee Stock Ownership…$17MBamco, Inc. Employee Stock Ownership PlanBamco, Inc. Employee Stock O…$17MWilliams Stone Co. , Inc. Employee Stock Ownership PlanWilliams Stone Co. , Inc. Em…$17MNational Van Lines Employee Stock Ownership PlanNational Van Lines Employee …$17MThe Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17M
End-of-year total assets ($M) among Apt Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$290K
Employer EIN631026951
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A-P-T Research, Inc)

Sponsor-wide plan assets over time

All A-P-T Research, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$56M 38.76762233677095% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $56.1M ▲ +38.8%
Year Plans Participants Total Assets
2022 2 339 $40M
2023 2 322 $50M
2024 2 321 $56M

Nearby ESOP Plans in Alabama

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

Apt Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400500 Total assets ($M) Participants Apt Employee Stock Ownership Plan, Total assets ($M): 16.688909 · Participants: 175Apt Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 388.874122 · Participants: 1314Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 163.711693 · Participants: 231Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 126.162 · Participants: 130Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 120.092479 · Participants: 853Radiance Technologies, Inc. Employee Stock Ownership Plan
Apt Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Apt Employee Stock Ownership Plan side-by-side with 3 peers →

Apt Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Bamco, Inc. Employee Stock Ownership Plan in NJ ($17M); by covered participants it is Ecigroup Employee Stock Ownership Plan in PA (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Apt Employee Stock Ownership Plan assets move in 2022? ▼
Apt Employee Stock Ownership Plan edged down modestly - down 2.5% during 2022, from $17M to $17M. Reported net income was $290K.
How have A-P-T Research, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A-P-T Research, Inc's sponsor-wide assets grew 38.8%, from $40M to $56M.
Which ESOP plans are similar in size to Apt Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bamco, Inc. Employee Stock Ownership Plan in NJ ($17M, 113 participants).
Which ESOP plans cover a similar participant headcount to Apt Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ecigroup Employee Stock Ownership Plan in PA (175 participants, $3M 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 631026951.

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.