ESOP · DOL Form 5500 · 2023

A Technological Advantage, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
152
Participants Small participant base
36th
Percentile by assets National rank
$19,790
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: A Technological Advantage, Inc. Employee Stock Ownership Plan · Sponsored by A Technological Advantage, Inc. · Kentucky · Professional & Technical Services

$3M in assets, 152 participants

A Technological Advantage, Inc.'s A Technological Advantage, Inc. Employee Stock Ownership Plan reported $3M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,613 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

A Technological Advantage, Inc. Employee Stock Ownership Plan covers 152 participants in Kentucky, about 23% of the average Kentucky filer (state average ~647 per filing). Assets: $3M.

#6,613
in Professional & Technical Services (20,321 peers)
+0.2%
assets growth YoY

A Technological Advantage, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

A Technological Advantage, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,008,011 36th percentile higher than 36% 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

A Technological Advantage, Inc. Employee Stock Ownership Plan 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. A Technological Advantage, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A Technological Advantage, Inc. Employee Stock Ownership Plan reported net income rose from $188K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • A Technological Advantage, Inc. Employee Stock Ownership Plan reported participants fell from 188 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611264337 · A Technological Advantage, Inc. PY 2023 · ESOP

A Technological Advantage, Inc. Employee Stock Ownership Plan · $3M · 152 · 36th

  • EBSA $3M
  • PART 152
  • TYPE 36th
  • NET ESOP
  • BOOK near Multi-Therapeutic Services, Inc. Employee Stock Ownership Plan
  • VS-ST ind #6613

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 →

A Technological Advantage, Inc. Employee Stock Ownership Plan in the asset neighbourhood

A Technological Advantage, Inc. Employee Stock Ownership PlanA Technological Advantage, I…$3MThriven Design Employee Stock Ownership PlanThriven Design Employee Stoc…$3MMoore Erection, L.P. Employee Stock Ownership Plan and TrustMoore Erection, L.P. Employe…$3MMulti-Therapeutic Services, Inc. Employee Stock Ownership PlanMulti-Therapeutic Services, …$3MAmende & Schultz, Inc. Money Purchase Pension PlanAmende & Schultz, Inc. Money…$3M
End-of-year total assets ($M) among A Technological Advantage, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income$2M
Employer EIN611264337
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A Technological Advantage, Inc.)

Sponsor-wide plan assets over time

All A Technological Advantage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 0.2852477865318013% vs 2022
2024 filing year
$3M$3M$3.01M$3.01M$3.02M 202220232024 $3M $3.01M ▲ +0.3%
Year Plans Participants Total Assets
2022 1 188 $3M
2023 1 152 $3M
2024 1 152 $3M

Nearby ESOP Plans in Kentucky

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

A Technological Advantage, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants A Technological Advantage, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003008011 · Participants: 152A Technological Advantage, 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
A Technological Advantage, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare A Technological Advantage, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

A Technological Advantage, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Multi-Therapeutic Services, Inc. Employee Stock Ownership Plan in MD ($3M); by covered participants it is Ameri-Force, Inc. Employee Stock Ownership Plan in FL (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 A Technological Advantage, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
A Technological Advantage, Inc. Employee Stock Ownership Plan held essentially flat - up 0.2% during 2023, from $3M to $3M. Reported net income was $2M.
How have A Technological Advantage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A Technological Advantage, Inc.'s sponsor-wide assets grew 0.3%, from $3M to $3M.
Which ESOP plans are similar in size to A Technological Advantage, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Multi-Therapeutic Services, Inc. Employee Stock Ownership Plan in MD ($3M, 136 participants).
Which ESOP plans cover a similar participant headcount to A Technological Advantage, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ameri-Force, Inc. Employee Stock Ownership Plan in FL (152 participants, $7M 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 611264337.

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.