ESOP · DOL Form 5500 · 2022

Vantage Associates Inc. ESOP

Data updated 2026-08-11

$13M
Total assets
48
Participants
69th
Percentile by assets
$261,368
Avg per participant
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Official DOL plan name: Vantage Associates, Inc. ESOP · Sponsored by Vantage Associates Inc. · California · Manufacturing

$13M in assets, 48 participants

Vantage Associates Inc.'s Vantage Associates, Inc. ESOP reported $13M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • 69th percentile by assets (of 139,126 plans)
  • #11,903 in Manufacturing (20,602 peers)

What the 2022 filing shows

Vantage Associates, Inc. ESOP holds $13M for 48 participants - about $261,368 per participant, above the median plan by assets.

$13M
total plan assets (2022 EOY)
48
covered participants
69th
percentile by assets (of 139,126 plans)
$261,368
avg assets per participant

Where Vantage Associates, Inc. ESOP sits by total assets

Vantage Associates, Inc. ESOP vs every filed plan by assets

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

$12,545,647 Top 31% higher than 69% 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

ESOP filing for Vantage Associates, Inc. ESOP

ESOP filing for plan year 2022: EIN 942696494 ; effective since 2000-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income$137K
Employer EIN942696494
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Vantage Associates, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Vantage Associates, …, Total assets ($B): 0.012545647 · Participants: 48Vantage Associates, …Parsons Employee Sto…, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, I…Recology Employee St…, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee St…Agron, Inc. Employee…, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee…
Vantage Associates, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Vantage Associates, Inc. ESOP by total assets, not by location.

Frequently Asked Questions

How did Vantage Associates, Inc. ESOP assets move in 2022?
Vantage Associates, Inc. ESOP held essentially flat - down 0.6% during 2022, from $13M to $13M. Reported net income was $137K.
Which ESOP plans are similar in size to Vantage Associates, Inc. ESOP?
Among ESOP plans in other states, the closest by assets is Admor Hvac Products, Inc. Employee Stock Ownership Plan in HI ($13M, 28 participants).

Next read for Vantage Associates, Inc. ESOP

Filing takeaways

Ways to act on Vantage Associates, Inc. ESOP's numbers.