ESOP · DOL Form 5500 · 2024

Van Atta Holdings, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
28
Participants Small participant base
26th
Percentile by assets National rank
$52,469
Avg per participant Low balance/head
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Official DOL plan name: Van Atta Holdings Inc. Employee Stock Ownership Plan · Sponsored by Van Atta Holdings, Inc. · Michigan · Agriculture, Forestry & Fishing

$1M in assets, 28 participants

Van Atta Holdings, Inc.'s Van Atta Holdings Inc. Employee Stock Ownership Plan reported $1M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #316 in Agriculture, Forestry & Fishing (1,217 peers)

Van Atta Holdings, Inc. multi-year trail

Van Atta Holdings, Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Van Atta Holdings Inc. Employee Stock Ownership Plan at $1M / 28 participants.

#316
in Agriculture, Forestry & Fishing (1,217 peers)
+19.5%
assets growth YoY

Van Atta Holdings Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Van Atta Holdings Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,469,143 26th percentile higher than 26% of 123,620 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 2024

Van Atta Holdings 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. Van Atta Holdings Inc. Employee Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Van Atta Holdings Inc. Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Van Atta Holdings Inc. Employee Stock Ownership Plan reported net income rose from $222K in the plan year 2023 filing to $324K in the plan year 2024 filing.
  • Van Atta Holdings Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 872300380 · Van Atta Holdings, Inc. PY 2024 · ESOP

Van Atta Holdings Inc. Employee Stock Ownership Plan · $1M · 28 · 26th

  • EBSA $1M
  • PART 28
  • TYPE 26th
  • NET ESOP
  • BOOK near J.H. Robotics, Inc. Employee Stock Ownership Plan
  • VS-ST ind #316

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 Michigan →

Van Atta Holdings Inc. Employee Stock Ownership Plan in the asset neighbourhood

Van Atta Holdings Inc. Employee Stock Ownership PlanVan Atta Holdings Inc. Emplo…$1MJ.H. Robotics, Inc. Employee Stock Ownership PlanJ.H. Robotics, Inc. Employee…$1MBms Employee Stock Ownership PlanBms Employee Stock Ownership…$1MCobec Consulting, Inc. Employee Stock Ownership PlanCobec Consulting, Inc. Emplo…$1MMisys Employee Stock Ownership PlanMisys Employee Stock Ownersh…$1M
End-of-year total assets ($M) among Van Atta Holdings Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Van Atta Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Van Atta Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 34.78363781317631% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.09M $1.47M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 36 $1M
2023 1 19 $1M
2024 1 28 $1M

Van Atta Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$3M
Net Income$324K
Employer EIN872300380
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Van Atta Holdings Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.52 Total assets ($B) Participants Van Atta Holdings Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001469143 · Participants: 28Van Atta Holdings Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.551258212 · Participants: 1780Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.899849551 · Participants: 1936The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.452711138 · Participants: 1284Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.410252812 · Participants: 218Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.250474411 · Participants: 565Lee Contracting, Inc. Employee Stock Ownership Plan
Van Atta Holdings Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Van Atta Holdings Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is J.H. Robotics, Inc. Employee Stock Ownership Plan in NY ($1M); by covered participants it is Volano Software Company Employee Stock Ownership Plan in NE (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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.

Frequently Asked Questions

How did Van Atta Holdings Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Van Atta Holdings Inc. Employee Stock Ownership Plan grew sharply - up 19.5% during 2024, from $1M to $1M. Reported net income was $324K.
How have Van Atta Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Atta Holdings, Inc.'s sponsor-wide assets grew 34.8%, from $1M to $1M.
Which ESOP plans are similar in size to Van Atta Holdings Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J.H. Robotics, Inc. Employee Stock Ownership Plan in NY ($1M, 19 participants).
Which ESOP plans cover a similar participant headcount to Van Atta Holdings Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Volano Software Company Employee Stock Ownership Plan in NE (28 participants, $1M in assets).

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 872300380.

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.