ESOP · DOL Form 5500 · 2023

Ata Engineering, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
187
Participants Below avg headcount
76th
Percentile by assets National rank
$131,002
Avg per participant Near avg balance/head
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Official DOL plan name: Ata Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Ata Engineering, Inc. · California · Professional & Technical Services

$24M in assets, 187 participants

Ata Engineering, Inc.'s Ata Engineering, Inc. Employee Stock Ownership Plan reported $24M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,539 in Professional & Technical Services (20,321 peers)

Coverage in California

Ata Engineering, Inc. Employee Stock Ownership Plan covers 187 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $24M.

#15,539
in Professional & Technical Services (20,321 peers)
-3.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $573K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ata Engineering, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ata Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$24,497,319 Top 24% higher than 76% 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

Ata Engineering, 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. Ata Engineering, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ata Engineering, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$573K in the plan year 2023 filing.
  • Ata Engineering, Inc. Employee Stock Ownership Plan end-of-year assets fell from $25M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Ata Engineering, Inc. Employee Stock Ownership Plan reported participants fell from 191 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330900801 · Ata Engineering, Inc. PY 2023 · ESOP

Ata Engineering, Inc. Employee Stock Ownership Plan · $24M · 187 · 76th

  • ASSETS $24M
  • PCT 187
  • EIN 76th
  • RANK ESOP
  • PHOTO near Panelmatic,Inc. Employee Stock Ownership Plan
  • IND ind #15539

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 California →

Ata Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cobb, Fendley & Associates, Inc. Employee Stock Ownership PlanCobb, Fendley & Associates, …$25MFirst Financial Corporation Employee Stock Ownership PlanFirst Financial Corporation …$25MCampus Construction Management Group, Inc. Employee Stock Ownership PlanCampus Construction Manageme…$25MAta Engineering, Inc. Employee Stock Ownership PlanAta Engineering, Inc. Employ…$24MPanelmatic,Inc. Employee Stock Ownership PlanPanelmatic,Inc. Employee Sto…$24M
End-of-year total assets ($M) among Ata Engineering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$573K
Employer EIN330900801
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ata Engineering, Inc.)

Sponsor-wide plan assets over time

All Ata Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 29.936483076252294% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $77.7M $101M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 389 $78M
2023 4 695 $128M
2024 2 414 $101M

Nearby ESOP Plans in California

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

Ata Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Ata Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.024497319 · Participants: 187Ata Engineering, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Ata Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ata Engineering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Panelmatic,Inc. Employee Stock Ownership Plan in ($24M); by covered participants it is Irr Supply Centers, Inc. Employee Stock Ownership Plan in NY (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Ata Engineering, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ata Engineering, Inc. Employee Stock Ownership Plan edged down modestly - down 3.0% during 2023, from $25M to $24M. Reported net income was -$573K.
How have Ata Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ata Engineering, Inc.'s sponsor-wide assets grew 29.9%, from $78M to $101M.
Where does Ata Engineering, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ata Engineering, Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ata Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Panelmatic,Inc. Employee Stock Ownership Plan in ($24M, 150 participants).
Which ESOP plans cover a similar participant headcount to Ata Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Irr Supply Centers, Inc. Employee Stock Ownership Plan in NY (187 participants, $45M 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 330900801.

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.