ESOP · DOL Form 5500 · 2023

Avian Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
453
Participants Below avg headcount
44th
Percentile by assets National rank
$11,062
Avg per participant Low balance/head
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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.

  • #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.

#304
in Management of Enterprises (1,137 peers)
-5.4%
assets change YoY

Avian Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Avian Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,011,005 44th percentile higher than 44% 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

Avian Holdings, 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. Avian Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (453 participants).

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 →

Plan-year Form 5500 strip

Filing strip 873424078 · Avian Holdings, Inc. PY 2023 · ESOP

Avian Holdings, Inc. Employee Stock Ownership Plan · $5M · 453 · 44th

  • 5500 $5M
  • ASSETS 453
  • PCT 44th
  • EIN ESOP
  • RANK near V3 Companies, Ltd. Employee Stock Ownership Plan
  • PHOTO ind #304

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 Maryland →

Avian Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Avian Holdings, Inc. Employee Stock Ownership PlanAvian Holdings, Inc. Employe…$5MV3 Companies, Ltd. Employee Stock Ownership PlanV3 Companies, Ltd. Employee …$5MPacific Vascular Incorporated Employee Stock Ownership PlanPacific Vascular Incorporate…$5MAsbury Carbons, Inc. Employee Stock Ownership PlanAsbury Carbons, Inc. Employe…$5MComfort View Holdings, Inc. Employee Stock Ownership PlanComfort View Holdings, Inc. …$5M
End-of-year total assets ($M) among Avian Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Avian Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.610647687886598% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $5.29M $3.73M ▼ -29.5%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Avian Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005011005 · Participants: 453Avian Holdings, Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Avian Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Avian Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Avian Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is V3 Companies, Ltd. Employee Stock Ownership Plan in IL ($5M); by covered participants it is D.L. Evans Bank Employees Stock Ownership Plan and Trust in ID (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 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).
Which ESOP plans cover a similar participant headcount to Avian Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is D.L. Evans Bank Employees Stock Ownership Plan and Trust in ID (453 participants, $40M 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 873424078.

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.