ESOP · DOL Form 5500 · 2023
Advanced Aluminum of Polk County, Inc. ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $217,155
- Avg per participant Above avg balance/head
Official DOL plan name: Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan · Sponsored by Advanced Aluminum of Polk County, Inc. · Florida · Manufacturing
$10M in assets, 46 participants
Advanced Aluminum of Polk County, Inc.'s Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan reported $10M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #8,386 in Manufacturing (18,722 peers)
Advanced Aluminum of Polk County, Inc. multi-year trail
Advanced Aluminum of Polk County, Inc.'s plans moved -41.5% in assets from 2022 to 2024; this filing shows Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan at $10M / 46 participants.
- #8,386
- in Manufacturing (18,722 peers)
- -32.3%
- 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 Aluminium of Polk County, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,989,111 Top 41% higher than 59% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Advanced Aluminium of Polk County, 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 Aluminium of Polk County, Inc. Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
- Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan end-of-year assets fell from $15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan reported participants rose from 43 in the plan year 2022 filing to 46 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 593065922 · Advanced Aluminum of Polk County, Inc. PY 2023 · ESOP
Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan · $10M · 46 · 59th
- BOY $10M
- SCH 46
- EBSA 59th
- PART ESOP
- TYPE near Gougeon Holding Co. Employee Stock Ownership Plan
- NET ind #8386
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 Florida →
Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Advanced Aluminum of Polk County, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Advanced Aluminum of Polk County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 41.503389124501304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $15M |
| 2023 | 1 | 46 | $10M |
| 2024 | 1 | 55 | $9M |
Advanced Aluminum of Polk County, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$5M |
| Employer EIN | 593065922 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Gougeon Holding Co. Employee Stock Ownership Plan in MI ($10M); by covered participants it is Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and Trust in MN (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (46 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.