ESOP · DOL Form 5500 · 2023

Aldea Services, Inc. ESOP

Data updated 2026-08-25

$139K
Total assets Small plan by assets
22
Participants Small participant base
8th
Percentile by assets National rank
$6,311
Avg per participant Low balance/head
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Official DOL plan name: Aldea Services, Inc. Employee Stock Ownership Plan · Sponsored by Aldea Services, Inc. · Maryland · Professional & Technical Services

$139K in assets, 22 participants

Aldea Services, Inc.'s Aldea Services, Inc. Employee Stock Ownership Plan reported $139K 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.

  • #1,369 in Professional & Technical Services (20,321 peers)

Aldea Services, Inc. multi-year trail

Aldea Services, Inc.'s plans moved +105.9% in assets from 2022 to 2023; this filing shows Aldea Services, Inc. Employee Stock Ownership Plan at $139K / 22 participants.

#1,369
in Professional & Technical Services (20,321 peers)
+105.9%
assets growth YoY

Aldea Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Aldea Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$138,846 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

Aldea Services, 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. Aldea Services, 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

  • Aldea Services, Inc. Employee Stock Ownership Plan end-of-year assets rose from $67K in the plan year 2022 filing to $139K in the plan year 2023 filing.
  • Aldea Services, Inc. Employee Stock Ownership Plan reported net income rose from $67K in the plan year 2022 filing to $71K in the plan year 2023 filing.
  • Aldea Services, Inc. Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 926263489 · Aldea Services, Inc. PY 2023 · ESOP

Aldea Services, Inc. Employee Stock Ownership Plan · $139K · 22 · 8th

  • BOY $139K
  • SCH 22
  • EBSA 8th
  • PART ESOP
  • TYPE near Community Bankshares, Inc. Employee Stock Ownership and Trust
  • NET ind #1369

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 Maryland →

Aldea Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Aldea Services, Inc. Employee Stock Ownership PlanAldea Services, Inc. Employe…$139KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$137KConco Employee Stock Ownership PlanConco Employee Stock Ownersh…$137KLab-Aids, Inc. Employee Stock Ownership PlanLab-Aids, Inc. Employee Stoc…$135KAdvanced Equity Management, Inc. Employee Stock Ownership PlanAdvanced Equity Management, …$143K
End-of-year total assets ($M) among Aldea Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Aldea Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aldea Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$139K 105.91436918833143% vs 2022
2023 filing year
$0.05M$0.1M$0.15M 20222023 $0.07M $0.14M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 N/A $67K
2023 1 22 $139K

Aldea Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$67K
Net Assets (End of Year)$139K
Net Income$71K
Employer EIN926263489
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

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

Aldea Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Aldea Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000138846 · Participants: 22Aldea Services, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Aldea Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Aldea Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest ESOP by assets is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA ($137K); 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 Aldea Services, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Aldea Services, Inc. Employee Stock Ownership Plan surged - up 105.9% during 2023, from $67K to $139K. Reported net income was $71K.
How have Aldea Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Aldea Services, Inc.'s sponsor-wide assets grew 105.9%, from $67K to $139K.
Where does Aldea Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Aldea Services, 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 Aldea Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Community Bankshares, Inc. Employee Stock Ownership and Trust in GA ($137K, 476 participants).
Which ESOP plans cover a similar participant headcount to Aldea Services, 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 926263489.

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.