ESOP · DOL Form 5500 · 2023
Business Transition Advisors, Inc. ESOP
Data updated 2026-08-25
- $810K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $67,517
- Avg per participant Below avg balance/head
Official DOL plan name: Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Business Transition Advisors, Inc. · Washington · Professional & Technical Services
$810K in assets, 12 participants
Business Transition Advisors, Inc.'s Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust reported $810K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,444 in Professional & Technical Services (20,321 peers)
Business Transition Advisors, Inc. multi-year trail
Business Transition Advisors, Inc.'s plans moved -86.5% in assets from 2022 to 2024; this filing shows Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust at $810K / 12 participants.
- #3,444
- in Professional & Technical Services (20,321 peers)
- +86.9%
- assets growth YoY
Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$810,205 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $100K in the plan year 2022 filing to $357K in the plan year 2023 filing.
- Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $334K in the plan year 2022 filing to $810K in the plan year 2023 filing.
- Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 10 in the plan year 2022 filing to 12 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 842541627 · Business Transition Advisors, Inc. PY 2023 · ESOP
Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust · $810K · 12 · 22nd
- ASSETS $810K
- ASSETS 12
- ASSETS 22nd
- ASSETS ESOP
- ASSETS near Electric Coil Service, Inc. Employee Stock Ownership Plan
- ASSETS ind #3444
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 Washington →
Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Business Transition Advisors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Business Transition Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45K 86.46522545965828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $334K |
| 2023 | 1 | 12 | $810K |
| 2024 | 1 | 13 | $45K |
Business Transition Advisors, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $434K |
|---|---|
| Net Assets (End of Year) | $790K |
| Net Income | $357K |
| Employer EIN | 842541627 |
| Plan Effective Date | 2019-11-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Washington
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan $3.0B · 3,694
- Triple B Corporation Employee Stock Ownership Plan $278M · 1,123
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan $183M · 310
- Parametrix, Inc. Employee Stock Ownership Plan $140M · 570
- The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $114M · 183
Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Washington, the nearest ESOP by assets is Electric Coil Service, Inc. Employee Stock Ownership Plan in PA ($809K); by covered participants it is Sonoran Crest Construction Employee Stock Ownership Plan in AZ (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($810K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.