ESOP · DOL Form 5500 · 2022
Alvest (USA) Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 756
- Participants Near avg headcount
- 46th
- Percentile by assets National rank
- $5,223
- Avg per participant Low balance/head
Official DOL plan name: Alvest S.a.S Employee Stock Ownership Plan · Sponsored by Alvest (USA) Inc. · Connecticut · Manufacturing
$4M in assets, 756 participants
Alvest (USA) Inc.'s Alvest S.a.S Employee Stock Ownership Plan reported $4M in total assets and 756 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #5,972 in Manufacturing (20,602 peers)
Alvest (USA) Inc. multi-year trail
Alvest (USA) Inc.'s plans moved +137.5% in assets from 2022 to 2024; this filing shows Alvest S.a.S Employee Stock Ownership Plan at $4M / 756 participants.
- #5,972
- in Manufacturing (20,602 peers)
- +9.2%
- assets growth YoY
Alvest S.a.S Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Alvest S.a.S Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,948,480 46th percentile higher than 46% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Alvest S.a.S 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. Alvest S.a.S Employee Stock Ownership Plan sits mid-pack in the medium band (756 participants).
Published 5500 schedule card
Filing strip 510337585 · Alvest (USA) Inc. PY 2022 · ESOP
Alvest S.a.S Employee Stock Ownership Plan · $4M · 756 · 46th
- EIN $4M
- RANK 756
- PHOTO 46th
- IND ESOP
- EOY near Jerome H. Rhoads, Inc. Employee Stock Ownership Plan
- 5500 ind #5972
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 Connecticut →
Alvest S.a.S Employee Stock Ownership Plan in the asset neighbourhood
Alvest (USA) Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Alvest (USA) Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 137.47485108193533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 756 | $4M |
| 2023 | 1 | 886 | $4M |
| 2024 | 1 | 1,205 | $9M |
Alvest (USA) Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $355K |
| Employer EIN | 510337585 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Connecticut
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mott Corporation Employee Stock Ownership Plan $368M · 212
- Sonalysts, Inc. Employee Stock Ownership Plan $118M · 410
- Bl Companies, Inc. Employee Stock Ownership Plan $95M · 305
- Eurpac Service, Inc. Employee Stock Ownership Plan $88M · 502
- Twin Mro Employee Stock Ownership Plan $50M · 89
Alvest S.a.S Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Connecticut, the nearest ESOP by assets is Jerome H. Rhoads, Inc. Employee Stock Ownership Plan in PA ($4M); by covered participants it is Ampam Parks Mechanical, Inc. Employee Stock Ownership Plan in CA (755 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (756 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.