ESOP · DOL Form 5500 · 2024
Advanced Health Services, Inc. ESOP
Data updated 2026-08-25
- $115K
- Total assets Small plan by assets
- 54
- Participants Small participant base
- 7th
- Percentile by assets National rank
- $2,134
- Avg per participant Low balance/head
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.
- #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.
- #901
- in Retail Trade (8,048 peers)
- -2.2%
- assets change YoY
Advanced Health Services, Inc. Employee Stock Ownership Plan among the smaller filed plans by 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 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 Health Services, Inc. Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → 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.
Form 5500 schedule snapshot
Filing strip 200419015 · Advanced Health Services, Inc. PY 2024 · ESOP
Advanced Health Services, Inc. Employee Stock Ownership Plan · $115K · 54 · 7th
- RANK $115K
- RANK 54
- RANK 7th
- RANK ESOP
- RANK near Printing Service Company Employee Stock Ownership Plan
- RANK ind #901
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 Illinois →
Advanced Health Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Advanced Health Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Advanced Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $115K 96.97628883267554% vs 2022
- 2024 filing year
| 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.
- 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
Advanced Health Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Printing Service Company Employee Stock Ownership Plan in OH ($115K); by covered participants it is Schoeneman's Employee Stock Ownership Plan in SD (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115K here).
Similar participant headcount
Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.