ESOP · DOL Form 5500 · 2022

Avery Abrasives, Inc ESOP

Data updated 2026-08-25

$47K
Total assets Small plan by assets
18
Participants Small participant base
3rd
Percentile by assets National rank
$2,615
Avg per participant Low balance/head
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Official DOL plan name: Avery Abrasives, Inc ESOP · Sponsored by Avery Abrasives, Inc · Connecticut · Manufacturing

$47K in assets, 18 participants

Avery Abrasives, Inc's Avery Abrasives, Inc ESOP reported $47K in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #288 in Manufacturing (20,602 peers)

What the 2022 filing shows

Avery Abrasives, Inc ESOP holds $47K for 18 participants - about $2,615 per participant, among the smaller plans by assets on file.

#288
in Manufacturing (20,602 peers)
-5.6%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avery Abrasives, Inc ESOP among the smaller filed plans by assets

Avery Abrasives, Inc ESOP vs every filed plan by assets

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

$47,071 3rd percentile higher than 3% 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

Avery Abrasives, Inc ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avery Abrasives, Inc ESOP is a small filing (18 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 060762011 · Avery Abrasives, Inc PY 2022 · ESOP

Avery Abrasives, Inc ESOP · $47K · 18 · 3rd

  • BOOK $47K
  • BOOK 18
  • BOOK 3rd
  • BOOK ESOP
  • BOOK near Banner Welder ESOP Trust
  • BOOK ind #288

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 Connecticut →

Avery Abrasives, Inc ESOP in the asset neighbourhood

Avery Abrasives, Inc ESOP$47KBanner Welder ESOP Trust$47KThe Murphy Construction Group Employee Stock Ownership PlanThe Murphy Construction Grou…$47KJ. O. Cook, Inc Employee Stock Ownership PlanJ. O. Cook, Inc Employee Sto…$47KWest Coast Castings Emploee Stock Ownership PlanWest Coast Castings Emploee …$48K
End-of-year total assets ($M) among Avery Abrasives, Inc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$50K
Net Assets (End of Year)$47K
Net Income-$3K
Employer EIN060762011
Plan Effective Date1976-01-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Avery Abrasives, Inc)

Sponsor-wide plan assets over time

All Avery Abrasives, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$46K 3.0188438741475645% vs 2022
2023 filing year
$0.05M 20222023 $0.05M $0.05M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 18 $47K
2023 1 16 $46K

Nearby ESOP Plans in Connecticut

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

Avery Abrasives, Inc ESOP vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -2000200400600 -1000100200300400 Total assets ($M) Participants Avery Abrasives, Inc ESOP, Total assets ($M): 0.047071 · Participants: 18Avery Abrasives, Inc ESOPMott Corporation Employee Stock Ownership Plan, Total assets ($M): 367.564048 · Participants: 212Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.429241 · Participants: 410Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 94.746005 · Participants: 305Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 88.269386 · Participants: 502Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 50.402373 · Participants: 89Twin Mro Employee Stock Ownership Plan
Avery Abrasives, Inc ESOP vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Avery Abrasives, Inc ESOP side-by-side with 3 peers →

Avery Abrasives, Inc ESOP's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Banner Welder ESOP Trust in WI ($47K); by covered participants it is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants). Same-state nearby plans are listed separately above.

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 Avery Abrasives, Inc ESOP assets move in 2022? ▼
Avery Abrasives, Inc ESOP pulled back noticeably - down 5.6% during 2022, from $50K to $47K. Reported net income was -$3K.
How have Avery Abrasives, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Avery Abrasives, Inc's sponsor-wide assets declined 3.0%, from $47K to $46K.
Where does Avery Abrasives, Inc ESOP rank by assets among Form 5500 filers? ▼
Avery Abrasives, Inc ESOP ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Avery Abrasives, Inc ESOP? ▼
Among ESOP plans in other states, the closest by assets is Banner Welder ESOP Trust in WI ($47K, 38 participants).
Which ESOP plans cover a similar participant headcount to Avery Abrasives, Inc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants, $4M 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 060762011.

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.