ESOP · DOL Form 5500 · 2024

Applied Scientific Instrumentation, Inc. (Asi) ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
34
Participants Small participant base
40th
Percentile by assets National rank
$129,706
Avg per participant Near avg balance/head
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Official DOL plan name: Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan · Sponsored by Applied Scientific Instrumentation, Inc. (Asi) · Oregon · Manufacturing

$4M in assets, 34 participants

Applied Scientific Instrumentation, Inc. (Asi)'s Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan reported $4M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,071 in Manufacturing (17,777 peers)

Applied Scientific Instrumentation, Inc. (Asi) multi-year trail

Applied Scientific Instrumentation, Inc. (Asi)'s plans moved -12.3% in assets from 2022 to 2024; this filing shows Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan at $4M / 34 participants.

#4,071
in Manufacturing (17,777 peers)
-28.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,410,000 40th percentile higher than 40% 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

Applied Scientific Instrumentation, 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. Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan reported participants rose from 33 in the plan year 2023 filing to 34 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 931077755 · Applied Scientific Instrumentation, Inc. (Asi) PY 2024 · ESOP

Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan · $4M · 34 · 40th

  • PART $4M
  • TYPE 34
  • NET 40th
  • BOOK ESOP
  • VS-ST near Fnb Hartford Bancorp, Inc. Employee Stock Ownership Plan and Trust
  • BOY ind #4071

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 Oregon →

Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Applied Scientific Instrumentation, Inc. Employee Stock Ownership PlanApplied Scientific Instrumen…$4MFnb Hartford Bancorp, Inc. Employee Stock Ownership Plan and TrustFnb Hartford Bancorp, Inc. E…$4MTbb Holdings, Inc. Employee Stock Ownership PlanTbb Holdings, Inc. Employee …$4MFk Holdings, Inc. Employee Stock Ownership PlanFk Holdings, Inc. Employee S…$4MAmerican Mechanical, Inc. Employee Stock Ownership PlanAmerican Mechanical, Inc. Em…$4M
End-of-year total assets ($M) among Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Applied Scientific Instrumentation, Inc. (Asi) multi-year asset trail

Sponsor-wide plan assets over time

All Applied Scientific Instrumentation, Inc. (Asi) plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.326043737574553% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $5.03M $4.41M ▼ -12.3%
Year Plans Participants Total Assets
2022 1 32 $5M
2023 1 33 $6M
2024 1 34 $4M

Applied Scientific Instrumentation, Inc. (Asi) filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$3M
Net Income-$2M
Employer EIN931077755
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.41 · Participants: 34Applied Scientific Instrumentation, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Fnb Hartford Bancorp, Inc. Employee Stock Ownership Plan and Trust in WI ($4M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

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 Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan assets move in 2024?
Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan declined sharply - down 28.8% during 2024, from $6M to $4M. Reported net income was -$2M.
How have Applied Scientific Instrumentation, Inc. (Asi) plan assets changed over time?
Across 3 plan years on file (2022-2024), Applied Scientific Instrumentation, Inc. (Asi)'s sponsor-wide assets declined 12.3%, from $5M to $4M.
Which ESOP plans are similar in size to Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Fnb Hartford Bancorp, Inc. Employee Stock Ownership Plan and Trust in WI ($4M, 49 participants).
Which ESOP plans cover a similar participant headcount to Applied Scientific Instrumentation, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants, N/A in assets).