ESOP · DOL Form 5500 · 2023

Mss Business Transformation Advisory, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
49
Participants Small participant base
28th
Percentile by assets National rank
$31,851
Avg per participant Low balance/head
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Official DOL plan name: Mss Technologies, Inc. Employee Stock Ownership Plan · Sponsored by Mss Business Transformation Advisory, Inc. · Arizona · Professional & Technical Services

$2M in assets, 49 participants

Mss Business Transformation Advisory, Inc.'s Mss Technologies, Inc. Employee Stock Ownership Plan reported $2M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,730 in Professional & Technical Services (20,321 peers)

Mss Business Transformation Advisory, Inc. multi-year trail

Mss Business Transformation Advisory, Inc.'s plans moved -15.6% in assets from 2022 to 2024; this filing shows Mss Technologies, Inc. Employee Stock Ownership Plan at $2M / 49 participants.

#4,730
in Professional & Technical Services (20,321 peers)
-3.6%
assets change YoY

The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mss Technologies, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$1,560,713 28th percentile higher than 28% 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

Mss 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. Mss Technologies, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mss Technologies, Inc. Employee Stock Ownership Plan reported net income fell from $207K in the plan year 2022 filing to -$58K in the plan year 2023 filing.
  • Mss Technologies, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860638601 · Mss Business Transformation Advisory, Inc. PY 2023 · ESOP

Mss Technologies, Inc. Employee Stock Ownership Plan · $2M · 49 · 28th

  • PHOTO $2M
  • IND 49
  • EOY 28th
  • 5500 ESOP
  • ASSETS near Lifecare Investments, Inc. Employee Stock Ownership Plan
  • PCT ind #4730

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 Arizona →

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

Mss Technologies, Inc. Employee Stock Ownership PlanMss Technologies, Inc. Emplo…$2MLifecare Investments, Inc. Employee Stock Ownership PlanLifecare Investments, Inc. E…$2MCharles Tool & Supply, Inc. Employee Stock Ownership PlanCharles Tool & Supply, Inc. …$2MCybernet Systems Corporation Employee Stock Ownership PlanCybernet Systems Corporation…$2MJosephson Manufacturing Company Employee Stock Ownership PlanJosephson Manufacturing Comp…$2M
End-of-year total assets ($M) among Mss Technologies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mss Business Transformation Advisory, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mss Business Transformation Advisory, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.638962697786226% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.62M $1.37M ▼ -15.4%
Year Plans Participants Total Assets
2022 1 49 $2M
2023 1 49 $2M
2024 1 52 $1M

Mss Business Transformation Advisory, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$58K
Employer EIN860638601
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Arizona

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

Mss Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.5 Total assets ($B) Participants Mss Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001560713 · Participants: 49Mss Technologies, Inc. Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanU-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership Plan
Mss Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare Mss Technologies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest ESOP by assets is Lifecare Investments, Inc. Employee Stock Ownership Plan in OH ($2M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Mss Technologies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mss Technologies, Inc. Employee Stock Ownership Plan edged down modestly - down 3.6% during 2023, from $2M to $2M. Reported net income was -$58K.
How have Mss Business Transformation Advisory, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mss Business Transformation Advisory, Inc.'s sponsor-wide assets declined 15.6%, from $2M to $1M.
Which ESOP plans are similar in size to Mss Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lifecare Investments, Inc. Employee Stock Ownership Plan in OH ($2M, 107 participants).
Which ESOP plans cover a similar participant headcount to Mss Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (49 participants, $9M 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 860638601.

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.