ESOP · DOL Form 5500 · 2024

Advanced Lifeline Services, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
92
Participants Small participant base
33rd
Percentile by assets National rank
$30,708
Avg per participant Low balance/head
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Official DOL plan name: Advanced Lifeline Services, Inc Employee Stock Ownership Plan · Sponsored by Advanced Lifeline Services, Inc. · Kentucky · Healthcare & Social Assistance

$3M in assets, 92 participants

Advanced Lifeline Services, Inc.'s Advanced Lifeline Services, Inc Employee Stock Ownership Plan reported $3M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,621 in Healthcare & Social Assistance (16,916 peers)

Advanced Lifeline Services, Inc. multi-year trail

Advanced Lifeline Services, Inc.'s plans moved -67.2% in assets from 2022 to 2024; this filing shows Advanced Lifeline Services, Inc Employee Stock Ownership Plan at $3M / 92 participants.

#5,621
in Healthcare & Social Assistance (16,916 peers)
-0.2%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advanced Lifeline Services, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Advanced Lifeline Services, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$2,825,136 33rd percentile higher than 33% 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

Advanced Lifeline Services, 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. Advanced Lifeline Services, Inc Employee Stock Ownership Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advanced Lifeline Services, Inc Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2023 filing to -$5K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 611153581 · Advanced Lifeline Services, Inc. PY 2024 · ESOP

Advanced Lifeline Services, Inc Employee Stock Ownership Plan · $3M · 92 · 33rd

  • IND $3M
  • EOY 92
  • 5500 33rd
  • ASSETS ESOP
  • PCT near Allcable Employee Stock Ownership Plan
  • EIN ind #5621

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 Kentucky →

Advanced Lifeline Services, Inc Employee Stock Ownership Plan in the asset neighbourhood

Advanced Lifeline Services, Inc Employee Stock Ownership PlanAdvanced Lifeline Services, …$3MAllcable Employee Stock Ownership PlanAllcable Employee Stock Owne…$3MMediu, Inc. Employee Stock Ownership PlanMediu, Inc. Employee Stock O…$3MColumbus Mckinnon Corporation Employee Stock Ownership PlanColumbus Mckinnon Corporatio…$3MFlemington Department Store, Inc. Employee Stock Ownership PlanFlemington Department Store,…$3M
End-of-year total assets ($M) among Advanced Lifeline Services, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Advanced Lifeline Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Lifeline Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 67.19701222708792% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $8.61M $2.83M ▼ -67.1%
Year Plans Participants Total Assets
2022 2 166 $9M
2023 2 97 $3M
2024 1 92 $3M

Advanced Lifeline Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$5K
Employer EIN611153581
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Advanced Lifeline Services, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Advanced Lifeline Services, Inc Employee Stock Ownership Plan, Total assets ($B): 0.002825136 · Participants: 92Advanced Lifeline Services, Inc Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Advanced Lifeline Services, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Advanced Lifeline Services, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Advanced Lifeline Services, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Allcable Employee Stock Ownership Plan in CO ($3M); by covered participants it is Evergreen Trading Employee Stock Ownership Plan in NY (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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.

Frequently Asked Questions

How did Advanced Lifeline Services, Inc Employee Stock Ownership Plan assets move in 2024? ▼
Advanced Lifeline Services, Inc Employee Stock Ownership Plan held essentially flat - down 0.2% during 2024, from $3M to $3M. Reported net income was -$5K.
How have Advanced Lifeline Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Lifeline Services, Inc.'s sponsor-wide assets declined 67.2%, from $9M to $3M.
Which ESOP plans are similar in size to Advanced Lifeline Services, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Allcable Employee Stock Ownership Plan in CO ($3M, 43 participants).
Which ESOP plans cover a similar participant headcount to Advanced Lifeline Services, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Evergreen Trading Employee Stock Ownership Plan in NY (92 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611153581.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.