ESOP · DOL Form 5500 · 2024
Business Transition Advisors, Inc. ESOP
Data updated 2026-08-25
- $45K
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $3,473
- Avg per participant Low 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
$45K in assets, 13 participants
Business Transition Advisors, Inc.'s Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust reported $45K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #621 in Professional & Technical Services (20,173 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 $45K / 13 participants.
- #621
- in Professional & Technical Services (20,173 peers)
- -94.4%
- assets change YoY
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$45,147 3rd percentile higher than 3% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 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 (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $357K in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $810K in the plan year 2023 filing to $45K in the plan year 2024 filing.
- Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 842541627 · Business Transition Advisors, Inc. PY 2024 · ESOP
Business Transition Advisors, Inc. Employee Stock Ownership Plan and Trust · $45K · 13 · 3rd
- IND $45K
- EOY 13
- 5500 3rd
- ASSETS ESOP
- PCT near Ahc Employee Stock Ownership Plan
- EIN ind #621
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 (2024)
| Total Assets (Beginning of Year) | $810K |
|---|---|
| Net Assets (End of Year) | -$6M |
| Net Income | -$7M |
| 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 $3.2B · 4,281
- Triple B Corporation Employee Stock Ownership Plan $308M · 1,238
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan $207M · 291
- Parametrix, Inc. Employee Stock Ownership Plan $159M · 737
- The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $97M · 184
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 Ahc Employee Stock Ownership Plan in TN ($47K); by covered participants it is Ncp Capco Development Co. Employee Stock Ownership Plan in AL (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45K here).
- Ahc Employee Stock Ownership Plan (TN) $47K · 1,667
- Banner Welder ESOP Trust (WI) $47K · 41
- Worldwide Employee Benefit Plan (FL) $42K · 19
- Intuitive Technology Group, Inc Employee Stock Ownership Plan (MN) $41K · 11
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.