ESOP · DOL Form 5500 · 2024

Advanced Equity Management, Inc. ESOP

Data updated 2026-08-25

$313K
Total assets Small plan by assets
25
Participants Small participant base
14th
Percentile by assets National rank
$12,518
Avg per participant Low balance/head
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Official DOL plan name: Advanced Equity Management, Inc. Employee Stock Ownership Plan · Sponsored by Advanced Equity Management, Inc. · Texas · Administrative & Support Services

$313K in assets, 25 participants

Advanced Equity Management, Inc.'s Advanced Equity Management, Inc. Employee Stock Ownership Plan reported $313K in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,410 in Administrative & Support Services (4,368 peers)

Advanced Equity Management, Inc. multi-year trail

Advanced Equity Management, Inc.'s plans moved +1464.8% in assets from 2022 to 2024; this filing shows Advanced Equity Management, Inc. Employee Stock Ownership Plan at $313K / 25 participants.

#1,410
in Administrative & Support Services (4,368 peers)
+119.2%
assets growth YoY

Advanced Equity Management, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Advanced Equity Management, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$312,959 14th percentile higher than 14% 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 Equity Management, 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 Equity Management, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advanced Equity Management, Inc. Employee Stock Ownership Plan end-of-year assets rose from $143K in the plan year 2023 filing to $313K in the plan year 2024 filing.
  • Advanced Equity Management, Inc. Employee Stock Ownership Plan reported net income rose from $123K in the plan year 2023 filing to $170K in the plan year 2024 filing.
  • Advanced Equity Management, Inc. Employee Stock Ownership Plan reported participants rose from 22 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 931444594 · Advanced Equity Management, Inc. PY 2024 · ESOP

Advanced Equity Management, Inc. Employee Stock Ownership Plan · $313K · 25 · 14th

  • BOOK $313K
  • VS-ST 25
  • BOY 14th
  • SCH ESOP
  • EBSA near Best Mexican Foods, Inc. Employee Stock Ownership Plan
  • PART ind #1410

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 Texas →

Advanced Equity Management, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Advanced Equity Management, Inc. Employee Stock Ownership PlanAdvanced Equity Management, …$313KBest Mexican Foods, Inc. Employee Stock Ownership PlanBest Mexican Foods, Inc. Emp…$312KW.T. Quinn, Inc. Employee Stock Ownership PlanW.T. Quinn, Inc. Employee St…$311KNussbaum Group, Inc. Employee Stock Ownership Plan and TrustNussbaum Group, Inc. Employe…$310KDatapro Solutions, Inc. Employee Stock Ownership PlanDatapro Solutions, Inc. Empl…$309K
End-of-year total assets ($M) among Advanced Equity Management, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Advanced Equity Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Equity Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$313K 1464.795% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.02M $0.31M ▲ +1450.0%
Year Plans Participants Total Assets
2022 1 21 $20K
2023 1 22 $143K
2024 1 25 $313K

Advanced Equity Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$143K
Net Assets (End of Year)$313K
Net Income$170K
Employer EIN931444594
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Advanced Equity Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Advanced Equity Management, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000312959 · Participants: 25Advanced Equity Management, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Advanced Equity Management, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Advanced Equity Management, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Advanced Equity Management, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Best Mexican Foods, Inc. Employee Stock Ownership Plan in NY ($312K); by covered participants it is Adr & Associates Employee Stock Ownership Plan in OH (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Equity Management, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Advanced Equity Management, Inc. Employee Stock Ownership Plan surged - up 119.2% during 2024, from $143K to $313K. Reported net income was $170K.
How have Advanced Equity Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Equity Management, Inc.'s sponsor-wide assets grew 1464.8%, from $20K to $313K.
Where does Advanced Equity Management, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Advanced Equity Management, Inc. Employee Stock Ownership Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Advanced Equity Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Best Mexican Foods, Inc. Employee Stock Ownership Plan in NY ($312K, 35 participants).
Which ESOP plans cover a similar participant headcount to Advanced Equity Management, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Adr & Associates Employee Stock Ownership Plan in OH (25 participants, $5M 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 931444594.

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.