ESOP · DOL Form 5500 · 2022

Advantage Capital Management Corporation ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
96
Participants Small participant base
48th
Percentile by assets National rank
$45,513
Avg per participant Low balance/head
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Official DOL plan name: Advantage Capital Management Corporation Employee Stock Ownership Plan · Sponsored by Advantage Capital Management Corporation · Louisiana · Real Estate

$4M in assets, 96 participants

Advantage Capital Management Corporation's Advantage Capital Management Corporation Employee Stock Ownership Plan reported $4M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,332 in Real Estate (5,057 peers)

Advantage Capital Management Corporation multi-year trail

Advantage Capital Management Corporation's plans moved +34.6% in assets from 2022 to 2024; this filing shows Advantage Capital Management Corporation Employee Stock Ownership Plan at $4M / 96 participants.

#3,332
in Real Estate (5,057 peers)
+30.8%
assets growth YoY

Advantage Capital Management Corporation Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Advantage Capital Management Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$4,369,282 48th percentile higher than 48% 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

Advantage Capital Management Corporation 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. Advantage Capital Management Corporation Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 721262990 · Advantage Capital Management Corporation PY 2022 · ESOP

Advantage Capital Management Corporation Employee Stock Ownership Plan · $4M · 96 · 48th

  • 5500 $4M
  • ASSETS 96
  • PCT 48th
  • EIN ESOP
  • RANK near Bennett Partners Employee Stock Ownership Plan
  • PHOTO ind #3332

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 Louisiana →

Advantage Capital Management Corporation Employee Stock Ownership Plan in the asset neighbourhood

Advantage Capital Management Corporation Employee Stock Ownership PlanAdvantage Capital Management…$4MBennett Partners Employee Stock Ownership PlanBennett Partners Employee St…$4MRhineland Bancshares, Inc. Employee Stock Ownership PlanRhineland Bancshares, Inc. E…$4MSecurityhunter, Inc. Employee Stock Ownership PlanSecurityhunter, Inc. Employe…$4MCkbp LLC Employee Stock Ownership PlanCkbp LLC Employee Stock Owne…$4M
End-of-year total assets ($M) among Advantage Capital Management Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Advantage Capital Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Advantage Capital Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$49M 34.6330439880716% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.4M $49M ▲ +34.6%
Year Plans Participants Total Assets
2022 2 224 $36M
2023 2 246 $42M
2024 1 183 $49M

Advantage Capital Management Corporation filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN721262990
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Advantage Capital Management Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600 Total assets ($M) Participants Advantage Capital Management Corporation Employee Stock Ownership Plan, Total assets ($M): 4.369282 · Participants: 96Advantage Capital Management Corporation Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 498.809004 · Participants: 561Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 397.78589 · Participants: 3581Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 178.557968 · Participants: 566Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 110.666049 · Participants: 779Gulf Coast Bank & Trust Company Employee Stock Ownership PlanAmg Employee Stock Ownership Plan, Total assets ($M): 83.954227 · Participants: 439Amg Employee Stock Ownership Plan
Advantage Capital Management Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Advantage Capital Management Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Advantage Capital Management Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Bennett Partners Employee Stock Ownership Plan in TX ($4M); by covered participants it is Torrent Employee Stock Ownership Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Advantage Capital Management Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Advantage Capital Management Corporation Employee Stock Ownership Plan surged - up 30.8% during 2022, from $3M to $4M. Reported net income was $1M.
How have Advantage Capital Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantage Capital Management Corporation's sponsor-wide assets grew 34.6%, from $36M to $49M.
Which ESOP plans are similar in size to Advantage Capital Management Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bennett Partners Employee Stock Ownership Plan in TX ($4M, 31 participants).
Which ESOP plans cover a similar participant headcount to Advantage Capital Management Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Torrent Employee Stock Ownership Plan in NC (96 participants, $310K 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 721262990.

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.