ESOP · DOL Form 5500 · 2024

Ata Engineering, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
205
Participants Below avg headcount
71st
Percentile by assets National rank
$102,195
Avg per participant Below avg balance/head
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Official DOL plan name: Ata Engineering, Inc. Employee Stock Ownership Plan · Sponsored by Ata Engineering, Inc. · California · Professional & Technical Services

$21M in assets, 205 participants

Ata Engineering, Inc.'s Ata Engineering, Inc. Employee Stock Ownership Plan reported $21M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,212 in Professional & Technical Services (20,173 peers)

Coverage in California

Ata Engineering, Inc. Employee Stock Ownership Plan covers 205 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $21M.

#14,212
in Professional & Technical Services (20,173 peers)
-14.5%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ata Engineering, Inc. Employee Stock Ownership Plan's outsized position by total assets

Ata Engineering, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,949,966 Top 29% higher than 71% 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

Ata Engineering, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ata Engineering, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ata Engineering, Inc. Employee Stock Ownership Plan reported net income fell from -$573K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Ata Engineering, Inc. Employee Stock Ownership Plan end-of-year assets fell from $24M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Ata Engineering, Inc. Employee Stock Ownership Plan reported participants rose from 187 in the plan year 2023 filing to 205 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330900801 · Ata Engineering, Inc. PY 2024 · ESOP

Ata Engineering, Inc. Employee Stock Ownership Plan · $21M · 205 · 71st

  • PHOTO $21M
  • IND 205
  • EOY 71st
  • 5500 ESOP
  • ASSETS near Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan
  • PCT ind #14212

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 California →

Ata Engineering, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bamco, Inc. Employee Stock Ownership PlanBamco, Inc. Employee Stock O…$21MFit Technologies, Inc. Employee Stock Ownership PlanFit Technologies, Inc. Emplo…$21MLibby Perszyk Kathman Holdings, Inc. Employee Stock Ownership PlanLibby Perszyk Kathman Holdin…$21MAta Engineering, Inc. Employee Stock Ownership PlanAta Engineering, Inc. Employ…$21MWeststar Bank Holding Company, Inc. Employee Stock Ownership PlanWeststar Bank Holding Compan…$21M
End-of-year total assets ($M) among Ata Engineering, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN330900801
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ata Engineering, Inc.)

Sponsor-wide plan assets over time

All Ata Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 29.936483076252294% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $77.7M $101M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 389 $78M
2023 4 695 $128M
2024 2 414 $101M

Nearby ESOP Plans in California

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

Ata Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Ata Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020949966 · Participants: 205Ata Engineering, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Ata Engineering, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ata Engineering, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan in OH ($21M); by covered participants it is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Ata Engineering, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Ata Engineering, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.5% during 2024, from $24M to $21M. Reported net income was -$4M.
How have Ata Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ata Engineering, Inc.'s sponsor-wide assets grew 29.9%, from $78M to $101M.
Which ESOP plans are similar in size to Ata Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Libby Perszyk Kathman Holdings, Inc. Employee Stock Ownership Plan in OH ($21M, 56 participants).
Which ESOP plans cover a similar participant headcount to Ata Engineering, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO (205 participants, $35M 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 330900801.

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.