ESOP · DOL Form 5500 · 2024

Advanced Elements, Inc. ESOP

Data updated 2026-08-25

$91M
Total assets Below avg plan size
287
Participants Below avg headcount
90th
Percentile by assets National rank
$317,379
Avg per participant High balance/head
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Official DOL plan name: Advanced Elements, Inc. Employee Stock Ownership Plan · Sponsored by Advanced Elements, Inc. · North Dakota · Professional & Technical Services

$91M in assets, 287 participants

Advanced Elements, Inc.'s Advanced Elements, Inc. Employee Stock Ownership Plan reported $91M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,327 in Professional & Technical Services (20,173 peers)

Where Advanced Elements, Inc. Employee Stock Ownership Plan sits by assets

Advanced Elements, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $91M for 287 participants (~$317,379/participant), up 27.7% in 2024.

#18,327
in Professional & Technical Services (20,173 peers)
+27.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Advanced Elements, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$91,087,811 Top 10% higher than 90% 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

Advanced Elements, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advanced Elements, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advanced Elements, Inc. Employee Stock Ownership Plan reported net income rose from $13M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Advanced Elements, Inc. Employee Stock Ownership Plan end-of-year assets rose from $71M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Advanced Elements, Inc. Employee Stock Ownership Plan reported participants rose from 271 in the plan year 2023 filing to 287 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262006372 · Advanced Elements, Inc. PY 2024 · ESOP

Advanced Elements, Inc. Employee Stock Ownership Plan · $91M · 287 · 90th

  • VS-ST $91M
  • BOY 287
  • SCH 90th
  • EBSA ESOP
  • PART near Isg Employee Stock Ownership Plan
  • TYPE ind #18327

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 North Dakota →

Advanced Elements, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Arvig Employee Stock Ownership PlanArvig Employee Stock Ownersh…$91MAdvanced Elements, Inc. Employee Stock Ownership PlanAdvanced Elements, Inc. Empl…$91MIsg Employee Stock Ownership PlanIsg Employee Stock Ownership…$91MRei Systems, Inc. Employee Stock Ownership PlanRei Systems, Inc. Employee S…$91MWest Valley Construction Co., Inc. ESOPWest Valley Construction Co.…$91M
End-of-year total assets ($M) among Advanced Elements, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$89M
Net Income$20M
Employer EIN262006372
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Elements, Inc.)

Sponsor-wide plan assets over time

All Advanced Elements, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$91M 57.270178184884834% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $57.9M $91.1M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 248 $58M
2023 1 271 $71M
2024 1 287 $91M

Nearby ESOP Plans in North Dakota

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

Advanced Elements, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.5 Total assets ($B) Participants Advanced Elements, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.091087811 · Participants: 287Advanced Elements, Inc. Employee Stock Ownership PlanBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.326258119 · Participants: 3256Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.962968241 · Participants: 5157Scheels Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.192805392 · Participants: 1117Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.097711974 · Participants: 89Frontier Precision, Inc Employee Stock Ownership PlanKlj Solutions Co Employee Stock Ownership Plan, Total assets ($B): 0.09240993 · Participants: 525Klj Solutions Co Employee Stock Ownership Plan
Advanced Elements, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Advanced Elements, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Advanced Elements, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Isg Employee Stock Ownership Plan in MN ($91M); by covered participants it is Brph Companies, Inc. Employee Stock Ownership Plan and Trust in FL (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Advanced Elements, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Advanced Elements, Inc. Employee Stock Ownership Plan grew sharply - up 27.7% during 2024, from $71M to $91M. Reported net income was $20M.
How have Advanced Elements, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Elements, Inc.'s sponsor-wide assets grew 57.3%, from $58M to $91M.
Where does Advanced Elements, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Advanced Elements, Inc. Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Advanced Elements, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Isg Employee Stock Ownership Plan in MN ($91M, 455 participants).
Which ESOP plans cover a similar participant headcount to Advanced Elements, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brph Companies, Inc. Employee Stock Ownership Plan and Trust in FL (288 participants, $44M 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 262006372.

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.