ESOP · DOL Form 5500 · 2024

Beta Technology ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
38th
Percentile by assets National rank
$222,333
Avg per participant Above avg balance/head
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Official DOL plan name: Beta Technology, Inc. Employee Stock Ownership Plan · Sponsored by Beta Technology · Texas · Wholesale Trade

$4M in assets, 18 participants

Beta Technology's Beta Technology, Inc. Employee Stock Ownership Plan reported $4M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,679 in Wholesale Trade (6,080 peers)

2024 asset change

Beta Technology, Inc. Employee Stock Ownership Plan pulled back noticeably 9.1% in 2024 ($4M → $4M) for 18 participants.

#1,679
in Wholesale Trade (6,080 peers)
-9.1%
assets change YoY

The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beta Technology, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Beta Technology, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,001,985 38th percentile higher than 38% 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

Beta Technology, 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. Beta Technology, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beta Technology, Inc. Employee Stock Ownership Plan reported net income fell from $429K in the plan year 2023 filing to -$165K in the plan year 2024 filing.
  • Beta Technology, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Beta Technology, Inc. Employee Stock Ownership Plan reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760440744 · Beta Technology PY 2024 · ESOP

Beta Technology, Inc. Employee Stock Ownership Plan · $4M · 18 · 38th

  • BOOK $4M
  • VS-ST 18
  • BOY 38th
  • SCH ESOP
  • EBSA near The Bradford Group, Inc. Employee Stock Ownership Plan
  • PART ind #1679

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 →

Beta Technology, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Beta Technology, Inc. Employee Stock Ownership PlanBeta Technology, Inc. Employ…$4MThe Bradford Group, Inc. Employee Stock Ownership PlanThe Bradford Group, Inc. Emp…$4MAnderson Burton Construction, Inc. Employee Stock Ownership PlanAnderson Burton Construction…$4MGibbs M. Smith, Inc. Employee Stock Ownership PlanGibbs M. Smith, Inc. Employe…$4MMeier Enterprises, Inc. Employee Stock Ownership PlanMeier Enterprises, Inc. Empl…$4M
End-of-year total assets ($M) among Beta Technology, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Beta Technology years around the 2024 move

Sponsor-wide plan assets over time

All Beta Technology plans reported in each filing year

Latest sponsor-wide plan assets
$4M 4.886029174097721% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $4.21M $4M ▼ -5.0%
Year Plans Participants Total Assets
2022 1 18 $4M
2023 1 19 $4M
2024 1 18 $4M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$165K
Employer EIN760440744
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Beta Technology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Beta Technology, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004001985 · Participants: 18Beta Technology, 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
Beta Technology, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Beta Technology, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Beta Technology, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is The Bradford Group, Inc. Employee Stock Ownership Plan in IL ($4M); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Beta Technology, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Beta Technology, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.1% during 2024, from $4M to $4M. Reported net income was -$165K.
How have Beta Technology plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beta Technology's sponsor-wide assets declined 4.9%, from $4M to $4M.
Which ESOP plans are similar in size to Beta Technology, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Bradford Group, Inc. Employee Stock Ownership Plan in IL ($4M, 593 participants).
Which ESOP plans cover a similar participant headcount to Beta Technology, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants, $2M 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 760440744.

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.