ESOP · DOL Form 5500 · 2022

Aerotech, Inc. ESOP

Data updated 2026-08-25

$67M
Total assets Below avg plan size
449
Participants Below avg headcount
90th
Percentile by assets National rank
$148,587
Avg per participant Above avg balance/head
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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.

  • #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.

#17,605
in Manufacturing (20,602 peers)
+4.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Aerotech, Inc. Employee Stock Ownership Plan and Trust's outsized position 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 $2,050,000,000 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

Aerotech, Inc. Employee Stock Ownership Plan and Trust 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. Aerotech, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (449 participants).

EBSA filing schedule strip

Filing strip 251207279 · Aerotech, Inc. PY 2022 · ESOP

Aerotech, Inc. Employee Stock Ownership Plan and Trust · $67M · 449 · 90th

  • PART $67M
  • PART 449
  • PART 90th
  • PART ESOP
  • PART near Klj Solutions Co Employee Stock Ownership Plan
  • PART ind #17605

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 Pennsylvania →

Aerotech, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Aerotech, Inc. Employee Stock Ownership Plan and TrustAerotech, Inc. Employee Stoc…$67MKlj Solutions Co Employee Stock Ownership PlanKlj Solutions Co Employee St…$67MHargrove Holding Company, Inc. Teammate Stock Ownership PlanHargrove Holding Company, In…$66MAmerican Pacific Mortgage Corporation Employee Stock Ownership PlanAmerican Pacific Mortgage Co…$66MRobin Industries, Inc. Employee Stock Ownership PlanRobin Industries, Inc. Emplo…$66M
End-of-year total assets ($M) among Aerotech, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Aerotech, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 29.227659239804648% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $98M $127M ▲ +29.2%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Aerotech, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.066715593 · Participants: 449Aerotech, Inc. Employee Stock Ownership Plan and TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Aerotech, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Aerotech, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Aerotech, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Klj Solutions Co Employee Stock Ownership Plan in ND ($67M); by covered participants it is Smith Seckman Reid, Inc. Employee Stock Ownership Plan in TN (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 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).
Which ESOP plans cover a similar participant headcount to Aerotech, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Smith Seckman Reid, Inc. Employee Stock Ownership Plan in TN (450 participants, $78M 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 251207279.

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.