ESOP · DOL Form 5500 · 2023

Advanced Equity Management, Inc. ESOP

Data updated 2026-08-25

$143K
Total assets Small plan by assets
22
Participants Small participant base
8th
Percentile by assets National rank
$6,491
Avg per participant Low balance/head
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Official DOL plan name: Advanced Equity Management, Inc. Employee Stock Ownership Plan · Sponsored by Advanced Equity Management, Inc. · Texas · Administrative & Support Services

$143K in assets, 22 participants

Advanced Equity Management, Inc.'s Advanced Equity Management, Inc. Employee Stock Ownership Plan reported $143K in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #871 in Administrative & Support Services (4,372 peers)

Advanced Equity Management, Inc. multi-year trail

Advanced Equity Management, Inc.'s plans moved +1464.8% in assets from 2022 to 2024; this filing shows Advanced Equity Management, Inc. Employee Stock Ownership Plan at $143K / 22 participants.

#871
in Administrative & Support Services (4,372 peers)
+614.0%
assets growth YoY

Advanced Equity Management, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Advanced Equity Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$142,796 8th percentile higher than 8% 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 Equity Management, 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 Equity Management, Inc. Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Equity Management, Inc. Employee Stock Ownership Plan end-of-year assets rose from $20K in the plan year 2022 filing to $143K in the plan year 2023 filing.
  • Advanced Equity Management, Inc. Employee Stock Ownership Plan reported net income rose from $20K in the plan year 2022 filing to $123K in the plan year 2023 filing.
  • Advanced Equity Management, Inc. Employee Stock Ownership Plan reported participants rose from 21 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 931444594 · Advanced Equity Management, Inc. PY 2023 · ESOP

Advanced Equity Management, Inc. Employee Stock Ownership Plan · $143K · 22 · 8th

  • TYPE $143K
  • TYPE 22
  • TYPE 8th
  • TYPE ESOP
  • TYPE near The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust
  • TYPE ind #871

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 Texas →

Advanced Equity Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hatch & Kirk, Inc. Profit Sharing PlanHatch & Kirk, Inc. Profit Sh…$145KService Printers Employee Stock Ownership PlanService Printers Employee St…$147KAdvanced Equity Management, Inc. Employee Stock Ownership PlanAdvanced Equity Management, …$143KThe McDonald's Group, Inc. Employee Stock Ownership Plan and TrustThe McDonald's Group, Inc. E…$145KAldea Services, Inc. Employee Stock Ownership PlanAldea Services, Inc. Employe…$139K
End-of-year total assets ($M) among Advanced Equity Management, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Advanced Equity Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Equity Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$313K 1464.795% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.02M $0.31M ▲ +1450.0%
Year Plans Participants Total Assets
2022 1 21 $20K
2023 1 22 $143K
2024 1 25 $313K

Advanced Equity Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$20K
Net Assets (End of Year)$143K
Net Income$123K
Employer EIN931444594
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Advanced Equity Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Advanced Equity Management, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000142796 · Participants: 22Advanced Equity Management, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Advanced Equity Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Advanced Equity Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust in IL ($145K); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Equity Management, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Advanced Equity Management, Inc. Employee Stock Ownership Plan surged - up 614.0% during 2023, from $20K to $143K. Reported net income was $123K.
How have Advanced Equity Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Equity Management, Inc.'s sponsor-wide assets grew 1464.8%, from $20K to $313K.
Where does Advanced Equity Management, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Advanced Equity Management, Inc. Employee Stock Ownership Plan ranks in the 8th 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 Equity Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The McDonald's Group, Inc. Employee Stock Ownership Plan and Trust in IL ($145K, 2 participants).
Which ESOP plans cover a similar participant headcount to Advanced Equity Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 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 931444594.

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.