ESOP · DOL Form 5500 · 2023

Avian Holdings, Inc. ESOP

Data updated 2026-08-11

$5M
Total assets
453
Participants
44th
Percentile by assets
$11,062
Avg per participant
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Official DOL plan name: Avian Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Avian Holdings, Inc. · Maryland · Management of Enterprises

$5M in assets, 453 participants

Avian Holdings, Inc.'s Avian Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 453 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • 44th percentile by assets (of 127,072 plans)
  • #304 in Management of Enterprises (1,137 peers)

Coverage in Maryland

Avian Holdings, Inc. Employee Stock Ownership Plan covers 453 participants in Maryland, about 49% of the average Maryland filer (state average ~929 per filing). Assets: $5M.

$5M
total plan assets (2023 EOY)
453
covered participants
44th
percentile by assets (of 127,072 plans)
$11,062
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avian Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $183K in the plan year 2022 filing to $537K in the plan year 2023 filing.
  • Avian Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Avian Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 464 in the plan year 2022 filing to 453 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Avian Holdings, Inc. Employee Stock Ownership Plan reports 453 participants - about 49% of that state average ($5M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$537K
Employer EIN873424078
Plan Effective Date2018-07-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Avian Holdings, Inc.)

$3.5M$4M$4.5M$5M$5.5M 202220232024 $5.29M $3.73M ▼ -29.5%
Total plan assets by year, all Avian Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 464 $5M
2023 1 453 $5M
2024 1 422 $4M

Nearby ESOP Plans in Maryland

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

Avian Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Avian Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Avian Holdings, Inc.…Evapco, Inc. Employe…Westat, Inc. Employe…Kci Technologies, In…Brown Capital Manage…Lockheed Martin Corp…
Avian Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Avian Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Avian Holdings, Inc. Employee Stock Ownership Plan assets move in 2023?
Avian Holdings, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.4% during 2023, from $5M to $5M. Reported net income was $537K.
How have Avian Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Avian Holdings, Inc.'s sponsor-wide assets declined 29.6%, from $5M to $4M.
Which ESOP plans are similar in size to Avian Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is V3 Companies, Ltd. Employee Stock Ownership Plan in IL ($5M, 66 participants).

Next read for Avian Holdings, Inc. Employee Stock Owne…

Filing takeaways

Ways to act on Avian Holdings, Inc. Employee Stock Ownership Plan's numbers.