ESOP · DOL Form 5500 · 2023

Aerotech, Inc. ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
479
Participants Below avg headcount
89th
Percentile by assets National rank
$162,154
Avg per participant Above avg balance/head
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Official DOL plan name: Aerotech, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Aerotech, Inc. · Pennsylvania · Manufacturing

$78M in assets, 479 participants

Aerotech, Inc.'s Aerotech, Inc. Employee Stock Ownership Plan and Trust reported $78M in total assets and 479 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,793 in Manufacturing (18,722 peers)

Where Aerotech, Inc. Employee Stock Ownership Plan and Trust sits by assets

Aerotech, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $78M for 479 participants (~$162,154/participant), up 16.4% in 2023.

#15,793
in Manufacturing (18,722 peers)
+16.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Aerotech, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Aerotech, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$77,671,601 Top 11% higher than 89% 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

Aerotech, Inc. Employee Stock Ownership Plan and Trust 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. Aerotech, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (479 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aerotech, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Aerotech, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $67M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Aerotech, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 449 in the plan year 2022 filing to 479 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251207279 · Aerotech, Inc. PY 2023 · ESOP

Aerotech, Inc. Employee Stock Ownership Plan and Trust · $78M · 479 · 89th

  • PHOTO $78M
  • IND 479
  • EOY 89th
  • 5500 ESOP
  • ASSETS near Graydaze Contracting, Inc. Employee Stock Ownership Plan
  • PCT ind #15793

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 Pennsylvania →

Aerotech, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Carestar, Inc. Employee Stock Ownership PlanCarestar, Inc. Employee Stoc…$78MF.L. Crane & Sons, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Empl…$78MGraydaze Contracting, Inc. Employee Stock Ownership PlanGraydaze Contracting, Inc. E…$78MAerotech, Inc. Employee Stock Ownership Plan and TrustAerotech, Inc. Employee Stoc…$78MAllterra Central, Inc. Employee Stock Ownership PlanAllterra Central, Inc. Emplo…$78M
End-of-year total assets ($M) among Aerotech, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$78M
Net Income$11M
Employer EIN251207279
Plan Effective Date1977-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Aerotech, Inc.)

Sponsor-wide plan assets over time

All Aerotech, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 29.227659239804648% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $98M $127M ▲ +29.2%
Year Plans Participants Total Assets
2022 2 806 $98M
2023 2 878 $118M
2024 2 846 $127M

Nearby ESOP Plans in Pennsylvania

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

Aerotech, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Aerotech, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.077671601 · Participants: 479Aerotech, Inc. Employee Stock Ownership Plan and TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Aerotech, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Aerotech, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Graydaze Contracting, Inc. Employee Stock Ownership Plan in GA ($78M); by covered participants it is Stark Carpet Corp. Employee Stock Ownership Plan in NY (479 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (479 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 Aerotech, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Aerotech, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 16.4% during 2023, from $67M to $78M. Reported net income was $11M.
How have Aerotech, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aerotech, Inc.'s sponsor-wide assets grew 29.2%, from $98M to $127M.
Where does Aerotech, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Aerotech, Inc. Employee Stock Ownership Plan and Trust ranks in the 89th 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 Aerotech, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Graydaze Contracting, Inc. Employee Stock Ownership Plan in GA ($78M, 63 participants).
Which ESOP plans cover a similar participant headcount to Aerotech, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Stark Carpet Corp. Employee Stock Ownership Plan in NY (479 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 251207279.

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.