ESOP · DOL Form 5500 · 2023
Advanced Technologies, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 46
- Participants
- 65th
- Percentile by assets
- $294,613
- Avg per participant
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.
- 65th percentile by assets (of 127,072 plans)
- #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.
- $14M
- total plan assets (2023 EOY)
- 46
- covered participants
- 65th
- percentile by assets (of 127,072 plans)
- $294,613
- avg assets per participant
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.
Advanced Technologies, Inc. across 3 plan years on file
Across the 3 plan years Advanced Technologies, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $14M, a gain of 13.6%, while reported participants moved from 47 to 48 (+2.1%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($12M).
Advanced Technologies, Inc. multi-year asset trail
| 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 EIN | 541459805 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING 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
- Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Advanced Technologies, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Advanced Technologies, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Advanced Technologies, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
- Advanced Technologies, Inc.'s sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans