BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BUSINESS TRANSITION ADVISORS, INC.

This Other plan holds N/A in total assets and serves 13 participants as of 2024. It is sponsored by BUSINESS TRANSITION ADVISORS, INC. in Washington.

Total Assets (2023)

N/A

Participants

State

Washington

Industry

Professional & Technical Services

What the Filing Says About BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is a Other retirement plan sponsored by BUSINESS TRANSITION ADVISORS, INC., headquartered in Washington. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 13 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 842541627, and the plan has been effective since 2019-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	Other
Employer EIN	842541627
Plan Effective Date	2019-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (BUSINESS TRANSITION ADVISORS, INC.)

Year	Plans	Participants	Total Assets
2022	1	10	N/A
2023	1	12	N/A
2024	1	13	N/A

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Frequently Asked Questions

How much money is in the BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

As of the 2024 Form 5500 filing, BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST holds N/A in total assets with 13 participants. It is sponsored by BUSINESS TRANSITION ADVISORS, INC..

What type of plan is BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is a Other plan. It has been effective since 2019-11-01. The plan is filed with the U.S. Department of Labor under EIN 842541627.

Who sponsors the BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is sponsored by BUSINESS TRANSITION ADVISORS, INC., located in Washington. The sponsor's EIN is 842541627 and the plan operates in the Professional & Technical Services industry.

How did BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST perform in 2024? ▼

BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST held N/A in total assets at the end of 2024.

Where can I find official filings for BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST? ▼

Official Form 5500 filings for BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 842541627 or plan name at efast.dol.gov.

How does BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST compare to other plans? ▼

You can compare BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST against other Other plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.