ESOP · DOL Form 5500 · 2023

Advanced Health Services, Inc. ESOP

Data updated 2026-08-25

$118K
Total assets Small plan by assets
51
Participants Small participant base
7th
Percentile by assets National rank
$2,310
Avg per participant Low balance/head
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Official DOL plan name: Advanced Health Services, Inc. Employee Stock Ownership Plan · Sponsored by Advanced Health Services, Inc. · Illinois · Retail Trade

$118K in assets, 51 participants

Advanced Health Services, Inc.'s Advanced Health Services, Inc. Employee Stock Ownership Plan reported $118K in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #959 in Retail Trade (8,414 peers)

Advanced Health Services, Inc. multi-year trail

Advanced Health Services, Inc.'s plans moved -97.0% in assets from 2022 to 2024; this filing shows Advanced Health Services, Inc. Employee Stock Ownership Plan at $118K / 51 participants.

#959
in Retail Trade (8,414 peers)
-96.9%
assets change YoY

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advanced Health Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Advanced Health Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$117,820 7th percentile higher than 7% 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

Advanced Health Services, 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. Advanced Health Services, Inc. Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Health Services, Inc. Employee Stock Ownership Plan reported net income fell from -$1M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
  • Advanced Health Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $118K in the plan year 2023 filing.
  • Advanced Health Services, Inc. Employee Stock Ownership Plan reported participants fell from 55 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200419015 · Advanced Health Services, Inc. PY 2023 · ESOP

Advanced Health Services, Inc. Employee Stock Ownership Plan · $118K · 51 · 7th

  • BOOK $118K
  • VS-ST 51
  • BOY 7th
  • SCH ESOP
  • EBSA near Bardons & Oliver, Inc. Employee Stock Ownership Plan
  • PART ind #959

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 Illinois →

Advanced Health Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Advanced Health Services, Inc. Employee Stock Ownership PlanAdvanced Health Services, In…$118KBardons & Oliver, Inc. Employee Stock Ownership PlanBardons & Oliver, Inc. Emplo…$118KMedlock Employee Stock Ownership PlanMedlock Employee Stock Owner…$117KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$116KReliv International Inc. Employee Stock Ownership Plan and TrustReliv International Inc. Emp…$116K
End-of-year total assets ($M) among Advanced Health Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Advanced Health Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115K 96.97628883267554% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $3.81M $0.12M ▼ -96.9%
Year Plans Participants Total Assets
2022 1 55 $4M
2023 1 51 $118K
2024 1 54 $115K

Advanced Health Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$15M
Net Income-$16M
Employer EIN200419015
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Advanced Health Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Advanced Health Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00011782 · Participants: 51Advanced Health Services, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Advanced Health Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Advanced Health Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Bardons & Oliver, Inc. Employee Stock Ownership Plan in OH ($118K); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Advanced Health Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Advanced Health Services, Inc. Employee Stock Ownership Plan contracted severely - down 96.9% during 2023, from $4M to $118K. Reported net income was -$16M.
How have Advanced Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Health Services, Inc.'s sponsor-wide assets declined 97.0%, from $4M to $115K.
Where does Advanced Health Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Advanced Health Services, Inc. Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Advanced Health Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bardons & Oliver, Inc. Employee Stock Ownership Plan in OH ($118K, 40 participants).
Which ESOP plans cover a similar participant headcount to Advanced Health Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (51 participants, $25M 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 200419015.

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.