ESOP · DOL Form 5500 · 2022

Vantage Associates Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
48
Participants Small participant base
69th
Percentile by assets National rank
$261,368
Avg per participant Above avg balance/head
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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.

  • #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.

#11,903
in Manufacturing (20,602 peers)
-0.6%
assets change YoY

Vantage Associates, Inc. ESOP's outsized position 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 $2,050,000,000 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

Vantage Associates, Inc. ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vantage Associates, Inc. ESOP is a small filing (48 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 942696494 · Vantage Associates Inc. PY 2022 · ESOP

Vantage Associates, Inc. ESOP · $13M · 48 · 69th

  • ASSETS $13M
  • ASSETS 48
  • ASSETS 69th
  • ASSETS ESOP
  • ASSETS near Admor Hvac Products, Inc. Employee Stock Ownership Plan
  • ASSETS ind #11903

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 California →

Vantage Associates, Inc. ESOP in the asset neighbourhood

Admor Hvac Products, Inc. Employee Stock Ownership PlanAdmor Hvac Products, Inc. Em…$13MThomas Rawlings Group, Inc. Employee Stock Ownership PlanThomas Rawlings Group, Inc. …$13MVantage Associates, Inc. ESOP$13MSports Turf Company, Inc. Employee Stock Ownership PlanSports Turf Company, Inc. Em…$13MLife Cycle Engineering, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc.…$12M
End-of-year total assets ($M) among Vantage Associates, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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 ($B) Participants Vantage Associates, Inc. ESOP, Total assets ($B): 0.012545647 · Participants: 48Vantage Associates, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Vantage Associates, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Vantage Associates, Inc. ESOP side-by-side with 3 peers →

Vantage Associates, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Admor Hvac Products, Inc. Employee Stock Ownership Plan in HI ($13M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 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).
Which ESOP plans cover a similar participant headcount to Vantage Associates, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants, $25M 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 942696494.

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.