ESOP · DOL Form 5500 · 2023

Advanced Lifeline Services, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
92
Participants Small participant base
35th
Percentile by assets National rank
$30,759
Avg per participant Low balance/head
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Official DOL plan name: Advanced Lifeline Services, Inc Employee Stock Ownership Plan · Sponsored by Advanced Lifeline Services, Inc. · Kentucky · Healthcare & Social Assistance

$3M in assets, 92 participants

Advanced Lifeline Services, Inc.'s Advanced Lifeline Services, Inc Employee Stock Ownership Plan reported $3M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,278 in Healthcare & Social Assistance (17,684 peers)

Advanced Lifeline Services, Inc. multi-year trail

Advanced Lifeline Services, Inc.'s plans moved -67.2% in assets from 2022 to 2024; this filing shows Advanced Lifeline Services, Inc Employee Stock Ownership Plan at $3M / 92 participants.

#6,278
in Healthcare & Social Assistance (17,684 peers)
-62.7%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advanced Lifeline Services, Inc Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Advanced Lifeline Services, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$2,829,811 35th percentile higher than 35% 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

Advanced Lifeline 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. Advanced Lifeline Services, Inc Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Lifeline Services, Inc Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Advanced Lifeline Services, Inc Employee Stock Ownership Plan reported participants rose from 78 in the plan year 2022 filing to 92 in the plan year 2023 filing.
  • Advanced Lifeline Services, Inc Employee Stock Ownership Plan reported net income fell from -$4M in the plan year 2022 filing to -$5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611153581 · Advanced Lifeline Services, Inc. PY 2023 · ESOP

Advanced Lifeline Services, Inc Employee Stock Ownership Plan · $3M · 92 · 35th

  • VS-ST $3M
  • VS-ST 92
  • VS-ST 35th
  • VS-ST ESOP
  • VS-ST near Intermountain Plantings, Inc. ESOP
  • VS-ST ind #6278

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 Kentucky →

Advanced Lifeline Services, Inc Employee Stock Ownership Plan in the asset neighbourhood

Advanced Lifeline Services, Inc Employee Stock Ownership PlanAdvanced Lifeline Services, …$3MIntermountain Plantings, Inc. ESOPIntermountain Plantings, Inc…$3MBelden Employee Stock Ownership PlanBelden Employee Stock Owners…$3MBabcock Laboratories, Inc. ESOPBabcock Laboratories, Inc. E…$3MCollateral Services, Inc. Employee Stock Ownership PlanCollateral Services, Inc. Em…$3M
End-of-year total assets ($M) among Advanced Lifeline Services, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Advanced Lifeline Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Lifeline Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 67.19701222708792% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $8.61M $2.83M ▼ -67.1%
Year Plans Participants Total Assets
2022 2 166 $9M
2023 2 97 $3M
2024 1 92 $3M

Advanced Lifeline Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$3M
Net Income-$5M
Employer EIN611153581
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Advanced Lifeline Services, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Advanced Lifeline Services, Inc Employee Stock Ownership Plan, Total assets ($B): 0.002829811 · Participants: 92Advanced Lifeline Services, Inc Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Advanced Lifeline Services, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Advanced Lifeline Services, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest ESOP by assets is Intermountain Plantings, Inc. ESOP in UT ($3M); by covered participants it is Allen Agency Employee Stock Ownership Plan in ME (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Advanced Lifeline Services, Inc Employee Stock Ownership Plan assets move in 2023? ▼
Advanced Lifeline Services, Inc Employee Stock Ownership Plan contracted severely - down 62.7% during 2023, from $8M to $3M. Reported net income was -$5M.
How have Advanced Lifeline Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Lifeline Services, Inc.'s sponsor-wide assets declined 67.2%, from $9M to $3M.
Which ESOP plans are similar in size to Advanced Lifeline Services, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Intermountain Plantings, Inc. ESOP in UT ($3M, N/A participants).
Which ESOP plans cover a similar participant headcount to Advanced Lifeline Services, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allen Agency Employee Stock Ownership Plan in ME (92 participants, $22M 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 611153581.

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.