ESOP · DOL Form 5500 · 2023
A-P-T Research, Inc ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 165
- Participants
- 74th
- Percentile by assets
- $129,099
- Avg per participant
Official DOL plan name: Apt Employee Stock Ownership Plan · Sponsored by A-P-T Research, Inc · Alabama · Professional & Technical Services
$21M in assets, 165 participants
A-P-T Research, Inc's Apt Employee Stock Ownership Plan reported $21M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 127,072 plans)
- #14,990 in Professional & Technical Services (20,321 peers)
Coverage in Alabama
Apt Employee Stock Ownership Plan covers 165 participants in Alabama, about 46% of the average Alabama filer (state average ~360 per filing). Assets: $21M.
- $21M
- total plan assets (2023 EOY)
- 165
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $129,099
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Apt Employee Stock Ownership Plan reported net income rose from $290K in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Apt Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Apt Employee Stock Ownership Plan reported participants fell from 175 in the plan year 2022 filing to 165 in the plan year 2023 filing.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Apt Employee Stock Ownership Plan reports 165 participants - about 46% of that state average ($21M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $5M |
| Employer EIN | 631026951 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A-P-T Research, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 339 | $40M |
| 2023 | 2 | 322 | $50M |
| 2024 | 2 | 321 | $56M |
Nearby ESOP Plans in Alabama
Peer ESOP plans, same state, same plan type, ranked by total assets.
Apt Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
- Starfish Holdings, Inc. Employee Stock Ownership Plan $470M · 1,360
- Inline Electric Employee Stock Ownership Plan $196M · 287
- Radiance Technologies, Inc. Employee Stock Ownership Plan $168M · 874
- Signature Homes Employee Stock Ownership Plan $168M · 123
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub $127M · 909
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Apt Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Apt Employee Stock Ownership Plan assets move in 2023? ▼
How have A-P-T Research, Inc plan assets changed over time? ▼
Which ESOP plans are similar in size to Apt Employee Stock Ownership Plan? ▼
Next read for Apt Employee Stock Ownership Plan
Filing takeaways
Ways to act on Apt Employee Stock Ownership Plan's numbers.
- By total assets, Apt Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Alabama. Compare plans
- A-P-T Research, Inc's sponsor-wide assets have grown 38.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans