ESOP · DOL Form 5500 · 2023
Advanced Engineering Consultants ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $81,060
- Avg per participant Below avg balance/head
Official DOL plan name: Advanced Engineering Consultants Employee Stock Ownership Plan · Sponsored by Advanced Engineering Consultants · Ohio · Professional & Technical Services
$5M in assets, 58 participants
Advanced Engineering Consultants's Advanced Engineering Consultants Employee Stock Ownership Plan reported $5M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,294 in Professional & Technical Services (20,321 peers)
Advanced Engineering Consultants multi-year trail
Advanced Engineering Consultants's plans moved +114.3% in assets from 2022 to 2024; this filing shows Advanced Engineering Consultants Employee Stock Ownership Plan at $5M / 58 participants.
- #8,294
- in Professional & Technical Services (20,321 peers)
- +67.9%
- assets growth YoY
Advanced Engineering Consultants Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Advanced Engineering Consultants Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,701,472 43rd percentile higher than 43% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Advanced Engineering Consultants 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 Engineering Consultants Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Advanced Engineering Consultants Employee Stock Ownership Plan reported net income rose from $406K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Advanced Engineering Consultants Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Advanced Engineering Consultants Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2022 filing to 58 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311612308 · Advanced Engineering Consultants PY 2023 · ESOP
Advanced Engineering Consultants Employee Stock Ownership Plan · $5M · 58 · 43rd
- IND $5M
- IND 58
- IND 43rd
- IND ESOP
- IND near Enterprise Employee Stock Ownership Plan
- IND ind #8294
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 Ohio →
Advanced Engineering Consultants Employee Stock Ownership Plan in the asset neighbourhood
Advanced Engineering Consultants multi-year asset trail
Sponsor-wide plan assets over time
All Advanced Engineering Consultants plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 114.28571428571428% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $3M |
| 2023 | 1 | 58 | $5M |
| 2024 | 1 | 62 | $6M |
Advanced Engineering Consultants filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | -$4M |
| Net Income | $3M |
| Employer EIN | 311612308 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Advanced Engineering Consultants Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Enterprise Employee Stock Ownership Plan in PA ($5M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- First Union Financial Corporation Employee Stock Ownership Plan (AR) 58 · 0 off
- Carpet and Wood Floor Liquidators Employee Stock Ownership Plan (MD) 58 · 0 off
- Ulland Brothers, Inc. 2012 Amended and Restated Employee Stock Ownership Plan (MN) 58 · 0 off
- Wph Employee Stock Ownership Plan (CA) 58 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.