ESOP · DOL Form 5500 · 2023

Avery Abrasives, Inc ESOP

Data updated 2026-08-25

$46K
Total assets Small plan by assets
16
Participants Small participant base
3rd
Percentile by assets National rank
$2,853
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avery Abrasives, Inc ESOP · Sponsored by Avery Abrasives, Inc · Connecticut · Manufacturing

$46K in assets, 16 participants

Avery Abrasives, Inc's Avery Abrasives, Inc ESOP reported $46K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 3rd 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.

  • #267 in Manufacturing (18,722 peers)

What the 2023 filing shows

Avery Abrasives, Inc ESOP holds $46K for 16 participants - about $2,853 per participant, among the smaller plans by assets on file.

#267
in Manufacturing (18,722 peers)
-3.0%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avery Abrasives, Inc ESOP among the smaller filed plans by assets

Avery Abrasives, Inc ESOP vs every filed plan by assets

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

$45,650 3rd percentile higher than 3% 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

Avery Abrasives, Inc ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avery Abrasives, Inc ESOP is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avery Abrasives, Inc ESOP reported net income rose from -$3K in the plan year 2022 filing to -$1K in the plan year 2023 filing.
  • Avery Abrasives, Inc ESOP reported participants fell from 18 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Avery Abrasives, Inc ESOP end-of-year assets fell from $47K in the plan year 2022 filing to $46K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060762011 · Avery Abrasives, Inc PY 2023 · ESOP

Avery Abrasives, Inc ESOP · $46K · 16 · 3rd

  • PCT $46K
  • PCT 16
  • PCT 3rd
  • PCT ESOP
  • PCT near Main-Land Employee Stock Ownership Plan
  • PCT ind #267

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 Connecticut →

Avery Abrasives, Inc ESOP in the asset neighbourhood

Avery Abrasives, Inc ESOP$46KMain-Land Employee Stock Ownership PlanMain-Land Employee Stock Own…$46KLittlefield Corporation 401(k) & Employee Stock Ownership PlanLittlefield Corporation 401(…$46KBanner Welder ESOP Trust$47KSemel Snow Interior Design, Inc. Employee Stock Ownership Plan and TrustSemel Snow Interior Design, …$44K
End-of-year total assets ($M) among Avery Abrasives, Inc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$47K
Net Assets (End of Year)$46K
Net Income-$1K
Employer EIN060762011
Plan Effective Date1976-01-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Avery Abrasives, Inc)

Sponsor-wide plan assets over time

All Avery Abrasives, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$46K 3.0188438741475645% vs 2022
2023 filing year
$0.05M 20222023 $0.05M $0.05M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 18 $47K
2023 1 16 $46K

Nearby ESOP Plans in Connecticut

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

Avery Abrasives, Inc ESOP vs. nearby ESOP plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -2000200400600 -1000100200300400 Total assets ($M) Participants Avery Abrasives, Inc ESOP, Total assets ($M): 0.04565 · Participants: 16Avery Abrasives, Inc ESOPMott Corporation Employee Stock Ownership Plan, Total assets ($M): 360.458407 · Participants: 269Mott Corporation Employee Stock Ownership PlanSonalysts, Inc. Employee Stock Ownership Plan, Total assets ($M): 125.286205 · Participants: 418Sonalysts, Inc. Employee Stock Ownership PlanBl Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.226057 · Participants: 323Bl Companies, Inc. Employee Stock Ownership PlanEurpac Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 96.349012 · Participants: 529Eurpac Service, Inc. Employee Stock Ownership PlanTwin Mro Employee Stock Ownership Plan, Total assets ($M): 82.993881 · Participants: 93Twin Mro Employee Stock Ownership Plan
Avery Abrasives, Inc ESOP vs. nearby ESOP plans in Connecticut, assets vs. participants
Compare Avery Abrasives, Inc ESOP side-by-side with 3 peers →

Avery Abrasives, Inc ESOP's out-of-state ESOP peers by assets and headcount

Outside Connecticut, the nearest ESOP by assets is Main-Land Employee Stock Ownership Plan in ME ($46K); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Avery Abrasives, Inc ESOP assets move in 2023? ▼
Avery Abrasives, Inc ESOP edged down modestly - down 3.0% during 2023, from $47K to $46K. Reported net income was -$1K.
How have Avery Abrasives, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Avery Abrasives, Inc's sponsor-wide assets declined 3.0%, from $47K to $46K.
Where does Avery Abrasives, Inc ESOP rank by assets among Form 5500 filers? ▼
Avery Abrasives, Inc ESOP ranks in the 3rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Avery Abrasives, Inc ESOP? ▼
Among ESOP plans in other states, the closest by assets is Main-Land Employee Stock Ownership Plan in ME ($46K, 20 participants).
Which ESOP plans cover a similar participant headcount to Avery Abrasives, Inc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 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 060762011.

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.