ESOP · DOL Form 5500 · 2024

Advanced Health Services, Inc. ESOP

Data updated 2026-08-11

$115K
Total assets: 54
Participants: 7th
Percentile by assets: $2,134
Avg per participant

Official DOL plan name: Advanced Health Services, Inc. Employee Stock Ownership Plan · Sponsored by Advanced Health Services, Inc. · Illinois · Retail Trade

$115K in assets, 54 participants

Advanced Health Services, Inc.'s Advanced Health Services, Inc. Employee Stock Ownership Plan reported $115K in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

7th percentile by assets (of 123,622 plans)
#901 in Retail Trade (8,048 peers)

Advanced Health Services, Inc. multi-year trail

Advanced Health Services, Inc.'s plans moved -97.0% in assets from 2022 to 2024; this filing shows Advanced Health Services, Inc. Employee Stock Ownership Plan at $115K / 54 participants.

$115K
total plan assets (2024 EOY): 54
covered participants: 7th
percentile by assets (of 123,622 plans): $2,134
avg assets per participant

Where Advanced Health Services, Inc. Employee Stock Ownership Plan sits by total assets

Advanced Health Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$115,218 7th percentile higher than 7% 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 Health Services, Inc. Employee Stock Ownership Plan reported net income rose from -$16M in the plan year 2023 filing to $644K in the plan year 2024 filing.
Advanced Health Services, Inc. Employee Stock Ownership Plan reported participants rose from 51 in the plan year 2023 filing to 54 in the plan year 2024 filing.
Advanced Health Services, Inc. Employee Stock Ownership Plan end-of-year assets fell from $118K in the plan year 2023 filing to $115K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Illinois

Industry

Retail Trade

Advanced Health Services, Inc. across 3 plan years on file

Across the 3 plan years Advanced Health Services, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $115K, a decline of 97.0%, while reported participants moved from 55 to 54 (-1.8%). Peak year by sponsor assets: 2022 ($4M); trough: 2024 ($115K).

Advanced Health Services, Inc. multi-year asset trail

Total plan assets by year, all Advanced Health Services, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	55	$4M
2023	1	51	$118K
2024	1	54	$115K

Advanced Health Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$118K
Net Assets (End of Year)	-$14M
Net Income	$644K
Employer EIN	200419015
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Illinois

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

Advanced Health Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543

Compare Advanced Health Services, Inc. Employee … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Advanced Health Services, Inc. Employee Stock Ownership Plan by total assets, not by location.

Printing Service Company Employee Stock Ownership Plan (OH) $115K · 5
Packaging Consultants, Inc. Employee Stock Ownership Plan & Trust (MA) $115K · 10
Medlock Employee Stock Ownership Plan (NC) $114K · 11
Sift Employee Stock Ownership Plan (MN) $113K · 35

Frequently Asked Questions

How did Advanced Health Services, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Advanced Health Services, Inc. Employee Stock Ownership Plan edged down modestly - down 2.2% during 2024, from $118K to $115K. Reported net income was $644K.

How have Advanced Health Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Advanced Health Services, Inc.'s sponsor-wide assets declined 97.0%, from $4M to $115K.

Where does Advanced Health Services, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Advanced Health Services, Inc. Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which ESOP plans are similar in size to Advanced Health Services, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Printing Service Company Employee Stock Ownership Plan in OH ($115K, 5 participants).

Next read for Advanced Health Services, Inc. Employee …

Multi-year trail

Ways to act on Advanced Health Services, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Advanced Health Services, Inc. Employee Stock Ownership Plan ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
Advanced Health Services, Inc.'s sponsor-wide assets have declined 97.0% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200419015.