ESOP · DOL Form 5500 · 2024
Advanced Aluminum of Polk County, Inc. ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $156,902
- 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
$9M in assets, 55 participants
Advanced Aluminum of Polk County, Inc.'s Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan reported $9M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.
- #6,669 in Manufacturing (17,777 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 $9M / 55 participants.
- #6,669
- in Manufacturing (17,777 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $1M 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 2024 · DOL Form 5500
$8,629,616 Top 47% higher than 53% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 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 (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan reported participants rose from 46 in the plan year 2023 filing to 55 in the plan year 2024 filing.
- Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 593065922 · Advanced Aluminum of Polk County, Inc. PY 2024 · ESOP
Advanced Aluminium of Polk County, Inc. Employee Stock Ownership Plan · $9M · 55 · 53rd
- TYPE $9M
- TYPE 55
- TYPE 53rd
- TYPE ESOP
- TYPE near Davies Office Refurbishing, Inc. Employee Stock Ownership Plan
- TYPE ind #6669
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 (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| 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 $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
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 Davies Office Refurbishing, Inc. Employee Stock Ownership Plan in NY ($9M); by covered participants it is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
- Home Federal Savings and Loan Association of Grand Island Employee (NE) 55 · 0 off
- Hunzinger Construction Company Employee Stock Ownership Plan (WI) 55 · 0 off
- Enviromatic Holdings, Inc. Employee Stock Ownership Plan (TX) 55 · 0 off
- Wolverine Plating Corporation Employee Stock Ownership Plan (MI) 55 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.