ESOP · DOL Form 5500 · 2023

Alvest (USA) Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
886
Participants Near avg headcount
41st
Percentile by assets National rank
$4,736
Avg per participant Low balance/head
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Official DOL plan name: Alvest S.a.S Employee Stock Ownership Plan · Sponsored by Alvest (USA) Inc. · Connecticut · Manufacturing

$4M in assets, 886 participants

Alvest (USA) Inc.'s Alvest S.a.S Employee Stock Ownership Plan reported $4M in total assets and 886 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,542 in Manufacturing (18,722 peers)

Alvest (USA) Inc. multi-year trail

Alvest (USA) Inc.'s plans moved +137.5% in assets from 2022 to 2024; this filing shows Alvest S.a.S Employee Stock Ownership Plan at $4M / 886 participants.

#4,542
in Manufacturing (18,722 peers)
+6.3%
assets growth YoY

Alvest S.a.S Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Alvest S.a.S Employee Stock Ownership Plan vs every filed plan by assets

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

$4,195,893 41st percentile higher than 41% 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

Alvest S.a.S 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. Alvest S.a.S Employee Stock Ownership Plan sits mid-pack in the medium band (886 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alvest S.a.S Employee Stock Ownership Plan reported net income fell from $355K in the plan year 2022 filing to $287K in the plan year 2023 filing.
  • Alvest S.a.S Employee Stock Ownership Plan reported participants rose from 756 in the plan year 2022 filing to 886 in the plan year 2023 filing.
  • Alvest S.a.S Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 510337585 · Alvest (USA) Inc. PY 2023 · ESOP

Alvest S.a.S Employee Stock Ownership Plan · $4M · 886 · 41st

  • PART $4M
  • PART 886
  • PART 41st
  • PART ESOP
  • PART near The Comrex Corporation Employee Stock Ownership Plan
  • PART ind #4542

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 Connecticut →

Alvest S.a.S Employee Stock Ownership Plan in the asset neighbourhood

Alvest S.a.S Employee Stock Ownership PlanAlvest S.a.S Employee Stock …$4MAllied Vaughn Employee Stock Ownership PlanAllied Vaughn Employee Stock…$4MNewberry Group Incorporated Employee Stock Ownership PlanNewberry Group Incorporated …$4MWise Consulting Associates, Inc. Profit Sharing PlanWise Consulting Associates, …$4MThe Comrex Corporation Employee Stock Ownership PlanThe Comrex Corporation Emplo…$4M
End-of-year total assets ($M) among Alvest S.a.S Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Alvest (USA) Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alvest (USA) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 137.47485108193533% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.95M $9.38M ▲ +137.5%
Year Plans Participants Total Assets
2022 1 756 $4M
2023 1 886 $4M
2024 1 1,205 $9M

Alvest (USA) Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$287K
Employer EIN510337585
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Connecticut

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

Alvest S.a.S Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 02004006008001000 -1000100200300400 Total assets ($M) Participants Alvest S.a.S Employee Stock Ownership Plan, Total assets ($M): 4.195893 · Participants: 886Alvest S.a.S Employee Stock Ownership PlanMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Alvest S.a.S Employee Stock Ownership Plan vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Alvest S.a.S Employee Stock Ownership Plan side-by-side with 3 peers →

Alvest S.a.S Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is The Comrex Corporation Employee Stock Ownership Plan in MA ($4M); by covered participants it is Investors Bank Amended and Restated Employee Stock Ownership Plan in NJ (885 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (886 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 Alvest S.a.S Employee Stock Ownership Plan assets move in 2023? ▼
Alvest S.a.S Employee Stock Ownership Plan grew at a solid clip - up 6.3% during 2023, from $4M to $4M. Reported net income was $287K.
How have Alvest (USA) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alvest (USA) Inc.'s sponsor-wide assets grew 137.5%, from $4M to $9M.
Which ESOP plans are similar in size to Alvest S.a.S Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Comrex Corporation Employee Stock Ownership Plan in MA ($4M, 21 participants).
Which ESOP plans cover a similar participant headcount to Alvest S.a.S Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Investors Bank Amended and Restated Employee Stock Ownership Plan in NJ (885 participants, N/A 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 510337585.

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.