ESOP · DOL Form 5500 · 2023

Aerotech, Inc. ESOP

Data updated 2026-08-11

$78M
Total assets: 479
Participants: 89th
Percentile by assets: $162,154
Avg per participant

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.

89th percentile by assets (of 127,072 plans)
#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.

$78M
total plan assets (2023 EOY): 479
covered participants: 89th
percentile by assets (of 127,072 plans): $162,154
avg assets per participant

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 →

State

Pennsylvania

Industry

Manufacturing

Aerotech, Inc. Employee Stock Ownership Plan and Trust vs the 2023 asset distribution

By assets, Aerotech, Inc. Employee Stock Ownership Plan and Trust outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$67M
Net Assets (End of Year)	$78M
Net Income	$11M
Employer EIN	251207279
Plan Effective Date	1977-06-30
Filing Status	FILING RECEIVED

Sponsor Plan History (Aerotech, Inc.)

Total plan assets by year, all Aerotech, Inc. plans on file

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

Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
D & H Employee Stock Ownership Plan $289M · 1,461

Compare Aerotech, Inc. Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Aerotech, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Graydaze Contracting, Inc. Employee Stock Ownership Plan (GA) $78M · 63
Allterra Central, Inc. Employee Stock Ownership Plan (TX) $78M · 90
Carestar, Inc. Employee Stock Ownership Plan (OH) $78M · 345
F.L. Crane & Sons, Inc. Employee Stock Ownership Plan (MS) $78M · 325

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).

Next read for Aerotech, Inc. Employee Stock Ownership …

Scale reading

Ways to act on Aerotech, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, Aerotech, Inc. Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
Aerotech, Inc.'s sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Manufacturing plans

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.