ESOP · DOL Form 5500 · 2023

Advanced Technologies, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
46
Participants Small participant base
65th
Percentile by assets National rank
$294,613
Avg per participant High balance/head
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Official DOL plan name: Advanced Technologies, Inc. Employee Stock Ownership Plan · Sponsored by Advanced Technologies, Inc. · Virginia · Professional & Technical Services

$14M in assets, 46 participants

Advanced Technologies, Inc.'s Advanced Technologies, Inc. Employee Stock Ownership Plan reported $14M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,077 in Professional & Technical Services (20,321 peers)

Advanced Technologies, Inc. multi-year trail

Advanced Technologies, Inc.'s plans moved +13.6% in assets from 2022 to 2024; this filing shows Advanced Technologies, Inc. Employee Stock Ownership Plan at $14M / 46 participants.

#13,077
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY

Advanced Technologies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Advanced Technologies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,552,203 Top 35% higher than 65% of 127,068 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 2023

Advanced Technologies, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advanced Technologies, Inc. Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Technologies, Inc. Employee Stock Ownership Plan reported net income rose from $848K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Advanced Technologies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Advanced Technologies, Inc. Employee Stock Ownership Plan reported participants fell from 47 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541459805 · Advanced Technologies, Inc. PY 2023 · ESOP

Advanced Technologies, Inc. Employee Stock Ownership Plan · $14M · 46 · 65th

  • VS-ST $14M
  • VS-ST 46
  • VS-ST 65th
  • VS-ST ESOP
  • VS-ST near Dennis Beverage Company Employee Stock Ownership Plan
  • VS-ST ind #13077

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 Virginia →

Advanced Technologies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dennis Beverage Company Employee Stock Ownership PlanDennis Beverage Company Empl…$14MPiping & Equipment Employee Stock Ownership PlanPiping & Equipment Employee …$14MAdvanced Technologies, Inc. Employee Stock Ownership PlanAdvanced Technologies, Inc. …$14MFragasso Financial Advisors, Inc. Employee Stock Ownership PlanFragasso Financial Advisors,…$14MAdmix, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock O…$14M
End-of-year total assets ($M) among Advanced Technologies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Advanced Technologies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.620117390158413% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.3M $14M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 47 $12M
2023 1 46 $14M
2024 1 48 $14M

Advanced Technologies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN541459805
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Virginia

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

Advanced Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Advanced Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.013552203 · Participants: 46Advanced Technologies, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Advanced Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Advanced Technologies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest ESOP by assets is Dennis Beverage Company Employee Stock Ownership Plan in ME ($14M); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Advanced Technologies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Advanced Technologies, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.1% during 2023, from $12M to $14M. Reported net income was $1M.
How have Advanced Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Technologies, Inc.'s sponsor-wide assets grew 13.6%, from $12M to $14M.
Which ESOP plans are similar in size to Advanced Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dennis Beverage Company Employee Stock Ownership Plan in ME ($14M, 184 participants).
Which ESOP plans cover a similar participant headcount to Advanced Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541459805.

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.