ESOP · DOL Form 5500 · 2024

A-P-T Research, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
161
Participants Small participant base
73rd
Percentile by assets National rank
$143,054
Avg per participant Near avg balance/head
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Official DOL plan name: Apt Employee Stock Ownership Plan · Sponsored by A-P-T Research, Inc. · Alabama · Professional & Technical Services

$23M in assets, 161 participants

A-P-T Research, Inc.'s Apt Employee Stock Ownership Plan reported $23M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,615 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

Apt Employee Stock Ownership Plan covers 161 participants in Alabama, about 45% of the average Alabama filer (state average ~360 per filing). Assets: $23M.

#14,615
in Professional & Technical Services (20,173 peers)
+8.1%
assets growth YoY

Apt Employee Stock Ownership Plan's outsized position by total assets

Apt Employee Stock Ownership Plan vs every filed plan by assets

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

$23,031,719 Top 27% higher than 73% 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

Apt 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. Apt Employee Stock Ownership Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apt Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Apt Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Apt Employee Stock Ownership Plan reported participants fell from 165 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 631026951 · A-P-T Research, Inc. PY 2024 · ESOP

Apt Employee Stock Ownership Plan · $23M · 161 · 73rd

  • IND $23M
  • EOY 161
  • 5500 73rd
  • ASSETS ESOP
  • PCT near Cornerstone Benefits, Inc. Employee Stock Ownership Plan
  • EIN ind #14615

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 Alabama →

Apt Employee Stock Ownership Plan in the asset neighbourhood

Backlund Investment Co. Employee Stock Ownership Plan and TrustBacklund Investment Co. Empl…$23MDevons Jewelers Employee Stock Ownership PlanDevons Jewelers Employee Sto…$23MApt Employee Stock Ownership PlanApt Employee Stock Ownership…$23MCornerstone Benefits, Inc. Employee Stock Ownership PlanCornerstone Benefits, Inc. E…$23MBuehler's Fresh Foods Employee Stock Ownership PlanBuehler's Fresh Foods Employ…$23M
End-of-year total assets ($M) among Apt Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN631026951
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A-P-T Research, Inc.)

Sponsor-wide plan assets over time

All A-P-T Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 38.76762233677095% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $56.1M ▲ +38.8%
Year Plans Participants Total Assets
2022 2 339 $40M
2023 2 322 $50M
2024 2 321 $56M

Nearby ESOP Plans in Alabama

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

Apt Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600 Total assets ($M) Participants Apt Employee Stock Ownership Plan, Total assets ($M): 23.031719 · Participants: 161Apt Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Apt Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Apt Employee Stock Ownership Plan side-by-side with 3 peers →

Apt Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Alabama, the nearest ESOP by assets is Cornerstone Benefits, Inc. Employee Stock Ownership Plan in PA ($23M); by covered participants it is Pacific Utility Installation, Inc. Employee Stock Ownership Plan in CA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Apt Employee Stock Ownership Plan assets move in 2024? ▼
Apt Employee Stock Ownership Plan grew at a solid clip - up 8.1% during 2024, from $21M to $23M. Reported net income was $2M.
How have A-P-T Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A-P-T Research, Inc.'s sponsor-wide assets grew 38.8%, from $40M to $56M.
Which ESOP plans are similar in size to Apt Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cornerstone Benefits, Inc. Employee Stock Ownership Plan in PA ($23M, 36 participants).
Which ESOP plans cover a similar participant headcount to Apt Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pacific Utility Installation, Inc. Employee Stock Ownership Plan in CA (161 participants, $18M 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 631026951.

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.