ESOP · DOL Form 5500 · 2023

Avtask, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
36
Participants Small participant base
70th
Percentile by assets National rank
$478,748
Avg per participant High balance/head
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Official DOL plan name: Avtask, Inc. Employee Stock Ownership Plan · Sponsored by Avtask, Inc. · Missouri · Other Services

$17M in assets, 36 participants

Avtask, Inc.'s Avtask, Inc. Employee Stock Ownership Plan reported $17M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,548 in Other Services (7,857 peers)

Avtask, Inc. multi-year trail

Avtask, Inc.'s plans moved +27.6% in assets from 2022 to 2024; this filing shows Avtask, Inc. Employee Stock Ownership Plan at $17M / 36 participants.

#6,548
in Other Services (7,857 peers)
+12.1%
assets growth YoY

Avtask, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$17,234,936 Top 30% higher than 70% 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

Avtask, 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. Avtask, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avtask, Inc. Employee Stock Ownership Plan reported net income rose from $7K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Avtask, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Avtask, Inc. Employee Stock Ownership Plan reported participants fell from 37 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431897633 · Avtask, Inc. PY 2023 · ESOP

Avtask, Inc. Employee Stock Ownership Plan · $17M · 36 · 70th

  • NET $17M
  • NET 36
  • NET 70th
  • NET ESOP
  • NET near Wayfield Foods, Inc. Employee Stock Ownership Plan
  • NET ind #6548

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 Missouri →

Avtask, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Prisoner Transportation Services, Inc Employee Stock Ownership PlanPrisoner Transportation Serv…$17MEmployee Stock Ownership Plan and Trust for the Employees of Quality Manufacturing Services, Inc.Employee Stock Ownership Pla…$17MAvtask, Inc. Employee Stock Ownership PlanAvtask, Inc. Employee Stock …$17MWayfield Foods, Inc. Employee Stock Ownership PlanWayfield Foods, Inc. Employe…$17MDokken Engineering Employee Stock Ownership PlanDokken Engineering Employee …$17M
End-of-year total assets ($M) among Avtask, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Avtask, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Avtask, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 27.627979857504286% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.4M $19.6M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 37 $15M
2023 1 36 $17M
2024 1 35 $20M

Avtask, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN431897633
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Avtask, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Avtask, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017234936 · Participants: 36Avtask, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Avtask, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Avtask, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Wayfield Foods, Inc. Employee Stock Ownership Plan in GA ($17M); by covered participants it is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Avtask, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Avtask, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.1% during 2023, from $15M to $17M. Reported net income was $2M.
How have Avtask, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avtask, Inc.'s sponsor-wide assets grew 27.6%, from $15M to $20M.
Which ESOP plans are similar in size to Avtask, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wayfield Foods, Inc. Employee Stock Ownership Plan in GA ($17M, 316 participants).
Which ESOP plans cover a similar participant headcount to Avtask, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hydro-Chem Systems, Inc. Employee Stock Ownership Plan in MI (36 participants, $6M 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 431897633.

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.