ESOP · DOL Form 5500 · 2022

Aerotech, Inc. ESOP

Data updated 2026-08-11

$67M
Total assets
449
Participants
90th
Percentile by assets
$148,587
Avg per participant
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Official DOL plan name: Aerotech, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Aerotech, Inc. · Pennsylvania · Manufacturing

$67M in assets, 449 participants

Aerotech, Inc.'s Aerotech, Inc. Employee Stock Ownership Plan and Trust reported $67M in total assets and 449 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #17,605 in Manufacturing (20,602 peers)

Where Aerotech, Inc. Employee Stock Ownership Plan and Trust sits by assets

Aerotech, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $67M for 449 participants (~$148,587/participant), up 4.6% in 2022.

$67M
total plan assets (2022 EOY)
449
covered participants
90th
percentile by assets (of 139,126 plans)
$148,587
avg assets per participant

Where Aerotech, Inc. Employee Stock Ownership Plan and Trust sits by total assets

Aerotech, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$66,715,593 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Industry

Aerotech, Inc. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution

By assets, Aerotech, Inc. Employee Stock Ownership Plan and Trust outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$67M
Net Income$3M
Employer EIN251207279
Plan Effective Date1977-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Aerotech, Inc.)

$90M$100M$110M$120M$130M 202220232024 $98M $127M ▲ +29.2%
Total plan assets by year, all Aerotech, Inc. plans on file
Year Plans Participants Total Assets
2022 2 806 $98M
2023 2 878 $118M
2024 2 846 $127M

Nearby ESOP Plans in Pennsylvania

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

Aerotech, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Aerotech, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Aerotech, Inc. Emplo…Wawa, Inc. Employee …Bradford White Corpo…Sheetz, Inc. Employe…Centimark Corporatio…Newage Industries, I…
Aerotech, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Aerotech, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Aerotech, Inc. Employee Stock Ownership Plan and Trust assets move in 2022?
Aerotech, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 4.6% during 2022, from $64M to $67M. Reported net income was $3M.
How have Aerotech, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Aerotech, Inc.'s sponsor-wide assets grew 29.2%, from $98M to $127M.
Where does Aerotech, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Aerotech, Inc. Employee Stock Ownership Plan and Trust ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Aerotech, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Klj Solutions Co Employee Stock Ownership Plan in ND ($67M, 460 participants).

Next read for Aerotech, Inc. Employee Stock Ownership …

Scale reading

Ways to act on Aerotech, Inc. Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, Aerotech, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
  • Aerotech, Inc.'s sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Manufacturing plans