ESOP · DOL Form 5500 · 2022

Advance Mechanical Systems Inc ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
36
Participants Small participant base
47th
Percentile by assets National rank
$116,939
Avg per participant Below avg balance/head
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Official DOL plan name: Advance Mechanical Systems, Inc. Employee Stock Ownership Plan · Sponsored by Advance Mechanical Systems Inc · Illinois · Construction

$4M in assets, 36 participants

Advance Mechanical Systems Inc's Advance Mechanical Systems, Inc. Employee Stock Ownership Plan reported $4M in total assets and 36 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.

  • #4,563 in Construction (9,927 peers)

2022 asset change

Advance Mechanical Systems, Inc. Employee Stock Ownership Plan declined sharply 27.5% in 2022 ($6M → $4M) for 36 participants.

#4,563
in Construction (9,927 peers)
-27.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advance Mechanical Systems, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Advance Mechanical Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,209,793 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

Advance Mechanical Systems, 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. Advance Mechanical Systems, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

DOL schedule card

Filing strip 360707980 · Advance Mechanical Systems Inc PY 2022 · ESOP

Advance Mechanical Systems, Inc. Employee Stock Ownership Plan · $4M · 36 · 47th

  • EBSA $4M
  • PART 36
  • TYPE 47th
  • NET ESOP
  • BOOK near Commonwealth Fire Protection Company, Inc. Employee Stock Ownership Plan
  • VS-ST ind #4563

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 Illinois →

Advance Mechanical Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

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

Advance Mechanical Systems Inc years around the 2022 move

Sponsor-wide plan assets over time

All Advance Mechanical Systems Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 7.03044068912652% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $4.21M $3.91M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 36 $4M
2023 1 30 $4M
2024 1 28 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN360707980
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Advance Mechanical Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Advance Mechanical Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004209793 · Participants: 36Advance Mechanical Systems, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Advance Mechanical Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Advance Mechanical Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Advance Mechanical Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Commonwealth Fire Protection Company, Inc. Employee Stock Ownership Plan in PA ($4M); by covered participants it is Foresight Bank Employee Stock Ownership Plan in MN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Advance Mechanical Systems, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Advance Mechanical Systems, Inc. Employee Stock Ownership Plan declined sharply - down 27.5% during 2022, from $6M to $4M. Reported net income was -$2M.
How have Advance Mechanical Systems Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advance Mechanical Systems Inc's sponsor-wide assets declined 7.0%, from $4M to $4M.
Which ESOP plans are similar in size to Advance Mechanical Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Commonwealth Fire Protection Company, Inc. Employee Stock Ownership Plan in PA ($4M, 74 participants).
Which ESOP plans cover a similar participant headcount to Advance Mechanical Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Foresight Bank Employee Stock Ownership Plan in MN (36 participants, $5M 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 360707980.

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.