ESOP · DOL Form 5500 · 2023

Van Atta Holdings, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
19
Participants Small participant base
25th
Percentile by assets National rank
$64,722
Avg per participant Low balance/head
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Official DOL plan name: Van Atta Holdings Inc. Employee Stock Ownership Plan · Sponsored by Van Atta Holdings, Inc. · Michigan · Agriculture, Forestry & Fishing

$1M in assets, 19 participants

Van Atta Holdings, Inc.'s Van Atta Holdings Inc. Employee Stock Ownership Plan reported $1M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #323 in Agriculture, Forestry & Fishing (1,288 peers)

Van Atta Holdings, Inc. multi-year trail

Van Atta Holdings, Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Van Atta Holdings Inc. Employee Stock Ownership Plan at $1M / 19 participants.

#323
in Agriculture, Forestry & Fishing (1,288 peers)
+12.8%
assets growth YoY

Van Atta Holdings Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Van Atta Holdings Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,229,714 25th percentile higher than 25% 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

Van Atta Holdings 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. Van Atta Holdings Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Van Atta Holdings Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $222K in the plan year 2023 filing.
  • Van Atta Holdings Inc. Employee Stock Ownership Plan reported participants fell from 36 in the plan year 2022 filing to 19 in the plan year 2023 filing.
  • Van Atta Holdings Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 872300380 · Van Atta Holdings, Inc. PY 2023 · ESOP

Van Atta Holdings Inc. Employee Stock Ownership Plan · $1M · 19 · 25th

  • RANK $1M
  • PHOTO 19
  • IND 25th
  • EOY ESOP
  • 5500 near Pentecom Employee Stock Ownership Plan
  • ASSETS ind #323

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 Michigan →

Van Atta Holdings Inc. Employee Stock Ownership Plan in the asset neighbourhood

Van Atta Holdings Inc. Employee Stock Ownership PlanVan Atta Holdings Inc. Emplo…$1MPentecom Employee Stock Ownership PlanPentecom Employee Stock Owne…$1MVenuworks, Inc. Employee Stock Ownership PlanVenuworks, Inc. Employee Sto…$1MKvk Precision Specialties, Inc. Employee Stock Ownership PlanKvk Precision Specialties, I…$1MVenturity Employee Stock Ownership PlanVenturity Employee Stock Own…$1M
End-of-year total assets ($M) among Van Atta Holdings Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Van Atta Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Van Atta Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.78363781317631% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.09M $1.47M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 36 $1M
2023 1 19 $1M
2024 1 28 $1M

Van Atta Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$3M
Net Income$222K
Employer EIN872300380
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Van Atta Holdings Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Van Atta Holdings Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001229714 · Participants: 19Van Atta Holdings Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Van Atta Holdings Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Van Atta Holdings Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Van Atta Holdings Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is Pentecom Employee Stock Ownership Plan in TX ($1M); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Van Atta Holdings Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Van Atta Holdings Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.8% during 2023, from $1M to $1M. Reported net income was $222K.
How have Van Atta Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Atta Holdings, Inc.'s sponsor-wide assets grew 34.8%, from $1M to $1M.
Where does Van Atta Holdings Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Van Atta Holdings Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Van Atta Holdings Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pentecom Employee Stock Ownership Plan in TX ($1M, 98 participants).
Which ESOP plans cover a similar participant headcount to Van Atta Holdings Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M 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 872300380.

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.