ESOP · DOL Form 5500 · 2022

Aero Instruments & Avionics, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
90
Participants Small participant base
79th
Percentile by assets National rank
$257,622
Avg per participant Above avg balance/head
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Official DOL plan name: Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan · Sponsored by Aero Instruments & Avionics, Inc. · New York · Manufacturing

$23M in assets, 90 participants

Aero Instruments & Avionics, Inc.'s Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan reported $23M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,611 in Manufacturing (20,602 peers)

Where Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan sits by assets

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $23M for 90 participants (~$257,622/participant), up 40.5% in 2022.

#14,611
in Manufacturing (20,602 peers)
+40.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan's outsized position by total assets

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,186,000 Top 21% higher than 79% of 139,123 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 2022

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan is a small filing (90 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 160961901 · Aero Instruments & Avionics, Inc. PY 2022 · ESOP

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan · $23M · 90 · 79th

  • EBSA $23M
  • PART 90
  • TYPE 79th
  • NET ESOP
  • BOOK near Island Kinetics, Inc. Employee Stock Ownership Plan
  • VS-ST ind #14611

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 New York →

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Peninsula Insurance Bureau Employee Stock Ownership PlanPeninsula Insurance Bureau E…$23MForm Services, Inc. Employee Stock Ownership Plan and TrustForm Services, Inc. Employee…$23MIsland Kinetics, Inc. Employee Stock Ownership PlanIsland Kinetics, Inc. Employ…$23MAero Instruments & Avionics, Inc. Employee Stock Ownership PlanAero Instruments & Avionics,…$23MHydro-Vac Holdings Employee Stock Ownership PlanHydro-Vac Holdings Employee …$23M
End-of-year total assets ($M) among Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$7M
Employer EIN160961901
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aero Instruments & Avionics, Inc.)

Sponsor-wide plan assets over time

All Aero Instruments & Avionics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 111.76362265514521% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $35.4M $75M ▲ +111.8%
Year Plans Participants Total Assets
2022 2 178 $35M
2023 2 191 $43M
2024 2 182 $75M

Nearby ESOP Plans in New York

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

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.186 · Participants: 90Aero Instruments & Avionics, Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership Plan
Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ ($23M); by covered participants it is Bna Bank Employee Stock Ownership Plan in MS (90 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan assets move in 2022?
Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan surged - up 40.5% during 2022, from $17M to $23M. Reported net income was $7M.
How have Aero Instruments & Avionics, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Aero Instruments & Avionics, Inc.'s sponsor-wide assets grew 111.8%, from $35M to $75M.
Where does Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Island Kinetics, Inc. Employee Stock Ownership Plan in AZ ($23M, 217 participants).
Which ESOP plans cover a similar participant headcount to Aero Instruments & Avionics, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Bna Bank Employee Stock Ownership Plan in MS (90 participants, $9M in assets).