ESOP · DOL Form 5500 · 2023

Avail Technologies, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
109
Participants Small participant base
61st
Percentile by assets National rank
$103,133
Avg per participant Below avg balance/head
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Official DOL plan name: Avail Technologies, Inc. Employee Stock Ownership Plan · Sponsored by Avail Technologies, Inc. · Pennsylvania · Professional & Technical Services

$11M in assets, 109 participants

Avail Technologies, Inc.'s Avail Technologies, Inc. Employee Stock Ownership Plan reported $11M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,202 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Avail Technologies, Inc. Employee Stock Ownership Plan covers 109 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#12,202
in Professional & Technical Services (20,321 peers)
+129.8%
assets growth YoY

Avail Technologies, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$11,241,480 Top 39% higher than 61% 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

Avail Technologies, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avail Technologies, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avail Technologies, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Avail Technologies, Inc. Employee Stock Ownership Plan reported participants fell from 123 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251831158 · Avail Technologies, Inc. PY 2023 · ESOP

Avail Technologies, Inc. Employee Stock Ownership Plan · $11M · 109 · 61st

  • BOOK $11M
  • VS-ST 109
  • BOY 61st
  • SCH ESOP
  • EBSA near Petersen, Inc. Frozen Capital Accumulation Plan
  • PART ind #12202

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 Pennsylvania →

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

Vespoli USA, Inc. Employee Stock Ownership PlanVespoli USA, Inc. Employee S…$11MIvs Group, Inc. & Affiliates Employee Stock Ownership PlanIvs Group, Inc. & Affiliates…$11MAvail Technologies, Inc. Employee Stock Ownership PlanAvail Technologies, Inc. Emp…$11MPetersen, Inc. Frozen Capital Accumulation PlanPetersen, Inc. Frozen Capita…$11MStockgrowers State Bank Employee Stock Ownership PlanStockgrowers State Bank Empl…$11M
End-of-year total assets ($M) among Avail Technologies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$11M
Net Income$6M
Employer EIN251831158
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avail Technologies, Inc.)

Sponsor-wide plan assets over time

All Avail Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 110.71631195090832% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $19.2M $40.4M ▲ +110.7%
Year Plans Participants Total Assets
2022 2 251 $19M
2023 2 215 $28M
2024 2 197 $40M

Nearby ESOP Plans in Pennsylvania

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

Avail Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Avail Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01124148 · Participants: 109Avail Technologies, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Avail Technologies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Avail Technologies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Petersen, Inc. Frozen Capital Accumulation Plan in UT ($11M); by covered participants it is Blue Ridge Employees Stock Ownership Plan in MO (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Avail Technologies, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Avail Technologies, Inc. Employee Stock Ownership Plan surged - up 129.8% during 2023, from $5M to $11M. Reported net income was $6M.
How have Avail Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avail Technologies, Inc.'s sponsor-wide assets grew 110.7%, from $19M to $40M.
Which ESOP plans are similar in size to Avail Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Petersen, Inc. Frozen Capital Accumulation Plan in UT ($11M, 534 participants).
Which ESOP plans cover a similar participant headcount to Avail Technologies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blue Ridge Employees Stock Ownership Plan in MO (109 participants, $3M 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 251831158.

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.