ESOP · DOL Form 5500 · 2023
Business Transition Advisors, Inc. ESOP
Data updated 2026-08-11
- $810K
- Total assets
- 12
- Participants
- 22nd
- Percentile by assets
- $67,517
- Avg per participant
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.
- 22nd percentile by assets (of 127,072 plans)
- #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.
- $810K
- total plan assets (2023 EOY)
- 12
- covered participants
- 22nd
- percentile by assets (of 127,072 plans)
- $67,517
- avg assets per participant
Where Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust sits by total 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
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.
Business Transition Advisors, Inc. across 3 plan years on file
Across the 3 plan years Business Transition Advisors, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $334K to $45K, a decline of 86.5%, while reported participants moved from 10 to 13 (+30.0%). Peak year by sponsor assets: 2023 ($810K); trough: 2024 ($45K).
Business Transition Advisors, Inc. multi-year asset trail
| 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.
Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Washington, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
How have Business Transition Advisors, Inc. plan assets changed over time? ▼
Where does Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust? ▼
Next read for Business Transition Advisors, Inc. Emplo…
Multi-year trail
Ways to act on Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Washington. Compare plans
- Business Transition Advisors, Inc.'s sponsor-wide assets have declined 86.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans