ESOP · DOL Form 5500 · 2024
Advanced Elements, Inc. ESOP
Data updated 2026-07-24
- $91M
- Total assets
- 287
- Participants
- 90th
- Percentile by assets
- $317,379
- Avg per participant
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.
- 90th percentile by assets (of 116,472 plans)
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.
- $91M
- total plan assets (2024 EOY)
- 287
- covered participants
- 90th
- percentile by assets (of 116,472 plans)
- $317,379
- avg assets per participant
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.
Advanced Elements, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution
By assets, Advanced Elements, Inc. Employee Stock Ownership Plan outranks 90% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $20M |
| Employer EIN | 262006372 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advanced Elements, Inc.)
| 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
- Border States Industries, Inc. Employee Stock Ownership Plan $1.3B · 3,256
- Scheels Employee Stock Ownership Plan $963M · 5,157
- Ulteig, Inc. Employee Stock Ownership Plan $193M · 1,117
- Frontier Precision, Inc Employee Stock Ownership Plan $98M · 89
- Klj Solutions Co Employee Stock Ownership Plan $92M · 525
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Advanced Elements, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Isg Employee Stock Ownership Plan (MN) $91M · 455
- Rei Systems, Inc. Employee Stock Ownership Plan (VA) $91M · 678
- Arvig Employee Stock Ownership Plan (MN) $91M · 747
- West Valley Construction Co., Inc. ESOP (CA) $91M · 149
Frequently Asked Questions
How did Advanced Elements, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
How have Advanced Elements, Inc. plan assets changed over time? ▼
Where does Advanced Elements, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Advanced Elements, Inc. Employee Stock Ownership Plan? ▼
Next read for Advanced Elements, Inc. Employee Stock O…
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Ways to act on Advanced Elements, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Advanced Elements, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Dakota. Compare plans
- Advanced Elements, Inc.'s sponsor-wide assets have grown 57.3% since 2022 across 3 plan years on file. More Professional & Technical Services 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 262006372.
Read our methodology - how this data is sourced, computed, and verified.